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1,502 hedge funds and large institutions have $68.9B invested in SLB Ltd in 2023 Q3 according to their latest regulatory filings, with 184 funds opening new positions, 528 increasing their positions, 572 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 96

21% more capital invested

Capital invested by funds: $56.7B → $68.9B (+$12.2B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

5% more funds holding

Funds holding: 1,4291,502 (+73)

2.1% more ownership

Funds ownership: 80.83%82.93% (+2.1%)

5% less call options, than puts

Call options by funds: $927M | Put options by funds: $976M

8% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 572

Holders
1,502
Holders Change
+73
Holders Change %
+5.11%
% of All Funds
23.84%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.86%
New
184
Increased
528
Reduced
572
Closed
96
Calls
$927M
Puts
$976M
Net Calls
-$49M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
951
Edgestream Partners
New Jersey
$521K -$517K -8,916 -50%
AUB
952
Atlantic Union Bankshares
Virginia
$521K -$54.3K -936 -9%
MOS
953
MGO One Seven
Ohio
$520K -$20.4K -352 -4%
CSPIA
954
Cary Street Partners Investment Advisory
Virginia
$520K +$62.2K +1,072 +14%
NSAM
955
North Star Asset Management
Wisconsin
$519K -$1.8K -31 -0.3%
WP
956
Wealthspan Partners
Iowa
$519K
EGA
957
E&G Advisors
Texas
$519K -$23.5K -405 -4%
CCFCSB
958
Cape Cod Five Cents Savings Bank
Massachusetts
$518K +$260K +4,476 +102%
CFD
959
Creative Financial Designs
Indiana
$518K +$30.9K +532 +6%
TFA
960
Teamwork Financial Advisors
Texas
$515K +$143K +2,459 +39%
SI
961
SCP Investment
California
$513K +$46.4K +800 +10%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$512K -$32.5K -561 -6%
CHJWM
963
Carlton Hofferkamp & Jenks Wealth Management
Texas
$511K -$8.12K -140 -2%
GL
964
Graypoint LLC
New York
$511K +$188K +3,237 +59%
CWM
965
Calamos Wealth Management
Illinois
$508K -$23.8K -411 -5%
HPC
966
HM Payson & Co
Maine
$507K +$46.4K +800 +10%
SRAM
967
Spouting Rock Asset Management
Pennsylvania
$501K +$499K +8,597 New
TAS
968
TIFF Advisory Services
Pennsylvania
$501K -$714K -12,304 -59%
AAM
969
Azzad Asset Management
Virginia
$501K +$182K +3,139 +58%
BOH
970
Bank of Hawaii
Hawaii
$495K -$957K -16,497 -66%
HKAM
971
Horizon Kinetics Asset Management
New York
$493K +$73.6K +1,269 +18%
EH
972
Equitable Holdings
New York
$486K +$163K +2,816 +51%
SAM
973
Sawgrass Asset Management
Florida
$486K -$108K -1,856 -18%
NFG
974
Nations Financial Group
Iowa
$485K +$11K +190 +2%
MW
975
Marcum Wealth
Ohio
$484K +$32.7K +564 +7%

SLB Hedge Fund Activity: Q3 2023 in Review

1,502 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2023, worth a combined $68.9B — up 21% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SLB positions and 96 closed out — a net gain of 88 holders — while 528 added to existing stakes and 572 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.48B. The largest seller was Fisher Asset Management, cutting an estimated $404M.

  • 1,502 institutional investors held SLB Ltd (SLB) as of Q3 2023, up from 1,429 in Q2 2023.
  • Funds reported $68.9B of SLB Ltd stock for Q3 2023, up 21% quarter-over-quarter.
  • 184 funds opened new SLB Ltd positions in Q3 2023 and 96 closed out, a net change of +88 holders.
  • The largest SLB Ltd buyer in Q3 2023 was T. Rowe Price Associates, an estimated $2.48B added.
  • The largest SLB Ltd seller in Q3 2023 was Fisher Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q3 2023.