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1,061 hedge funds and large institutions have $23.1B invested in SLB Ltd in 2020 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 277 increasing their positions, 498 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

68% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 97

44% more capital invested

Capital invested by funds: $16B → $23.1B (+$7.09B)

5% more funds holding

Funds holding: 1,0071,061 (+54)

1.42% more ownership

Funds ownership: 74.52%75.94% (+1.4%)

6% less call options, than puts

Call options by funds: $504M | Put options by funds: $538M

44% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 498

Holders
1,061
Holders Change
+54
Holders Change %
+5.36%
% of All Funds
18.78%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
163
Increased
277
Reduced
498
Closed
97
Calls
$504M
Puts
$538M
Net Calls
-$34.6M
Net Calls Change
+$93.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K -$37.7K -2,000 -77%
EIP
952
Ellis Investment Partners
Pennsylvania
$13K -$30.8K -1,631 -73%
TCM
953
Tradewinds Capital Management
Washington
$13K -$5.19K -275 -31%
CMA
954
Cedar Mountain Advisors
Oregon
$13K
HFS
955
Hantz Financial Services
Michigan
$13K +$6.83K +362 +146%
DWM
956
Defined Wealth Management
Oregon
$13K +$11.3K +600 New
ONST
957
Old North State Trust
North Carolina
$12K -$5.28K -280 -34%
MRCM
958
M&R Capital Management
New Jersey
$12K -$4.72K -250 -31%
HRC
959
Hoertkorn Richard Charles
$12K
HI
960
Hudock Inc
Pennsylvania
$12K
MAM
961
McCarthy Asset Management
California
$12K +$10.3K +546 New
CWM
962
Cedar Wealth Management
California
$11K -$14.4K -765 -59%
AW
963
Avion Wealth
Texas
$11K -$1.43K -76 -13%
FPB
964
First PREMIER Bank
South Dakota
$11K
SFSIG
965
San Francisco Sentry Investment Group
California
$11K
KFI
966
Key Financial Inc
Pennsylvania
$11K +$9.44K +500 New
HWA
967
Heritage Wealth Advisors
Virginia
$11K +$9.62K +510 New
MPWT
968
MassMutual Private Wealth & Trust
Connecticut
$10K -$19.8K -1,048 -70%
AWA
969
Arkadios Wealth Advisors
Georgia
$10K -$3.64K -193 -28%
SWA
970
Sutton Wealth Advisors
Florida
$9.61K -$3.57K -189 -30%
WPA
971
West Paces Advisors
Georgia
$9.45K
LGA
972
Lebenthal Global Advisors
New York
$8K +$7.28K +386 New
CT
973
Caldwell Trust
Florida
$7.64K
PP
974
Pacifica Partners
Canada
$7K -$3.58K -190 -38%
APW
975
Acima Private Wealth
Virginia
$7K

SLB Hedge Fund Activity: Q4 2020 in Review

1,061 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2020, worth a combined $23.1B — up 44% from $16B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new SLB positions and 97 closed out — a net gain of 66 holders — while 277 added to existing stakes and 498 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $216M. The largest seller was Wellington Management Group, cutting an estimated $118M.

  • 1,061 institutional investors held SLB Ltd (SLB) as of Q4 2020, up from 1,007 in Q3 2020.
  • Funds reported $23.1B of SLB Ltd stock for Q4 2020, up 44% quarter-over-quarter.
  • 163 funds opened new SLB Ltd positions in Q4 2020 and 97 closed out, a net change of +66 holders.
  • The largest SLB Ltd buyer in Q4 2020 was Loomis, Sayles & Company, an estimated $216M added.
  • The largest SLB Ltd seller in Q4 2020 was Wellington Management Group, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2020.