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1,525 hedge funds and large institutions have $61.7B invested in SLB Ltd in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 533 increasing their positions, 602 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 146

2% more funds holding

Funds holding: 1,5021,525 (+23)

0.19% more ownership

Funds ownership: 82.93%83.11% (+0.19%)

10% less capital invested

Capital invested by funds: $68.9B → $61.7B (-$7.18B)

11% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 602

27% less call options, than puts

Call options by funds: $816M | Put options by funds: $1.12B

44% less funds holding in top 10

Funds holding in top 10: 5430 (-24)

Holders
1,525
Holders Change
+23
Holders Change %
+1.53%
% of All Funds
22.23%
Holding in Top 10
30
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-44.44%
% of All Funds
0.44%
New
192
Increased
533
Reduced
602
Closed
146
Calls
$816M
Puts
$1.12B
Net Calls
-$307M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
951
Clarius Group LLC
Washington
$499K -$15.4K -283 -3%
SPG
952
Strategic Planning Group
Utah
$498K +$520K +9,560 New
PS
953
Principal Securities
Iowa
$497K +$519K +9,555 New
AIM
954
Avity Investment Management
Connecticut
$497K -$33K -608 -6%
QCG
955
Quadrant Capital Group
Ohio
$495K -$71.5K -1,316 -12%
SPWM
956
Schrum Private Wealth Management
Florida
$493K -$134K -2,460 -21%
IF
957
Intrua Financial
Texas
$493K -$15.1K -278 -3%
BHWM
958
Bar Harbor Wealth Management
New Hampshire
$491K -$3.26K -60 -0.6%
DAS
959
Dynamic Advisor Solutions
Arizona
$491K +$13.9K +256 +3%
1IA
960
1620 Investment Advisors
Massachusetts
$491K -$55.9K -1,029 -10%
EAM
961
Evanson Asset Management
California
$485K -$68.5K -1,260 -12%
WWMSC
962
Wagner Wealth Management (South Carolina)
South Carolina
$484K +$14.3K +264 +3%
AWA
963
Arete Wealth Advisors
Illinois
$482K -$134K -2,460 -21%
RFO
964
RiverGlades Family Offices
Florida
$481K
CIA
965
Capital Investment Advisors
Georgia
$481K -$9.46K -174 -2%
GD
966
Grandfield & Dodd
New York
$477K +$103K +1,896 +26%
MFIM
967
Mesirow Financial Investment Management
Illinois
$475K +$496K +9,127 New
VA
968
Vident Advisory
Georgia
$474K +$131K +2,406 +36%
CFD
969
Creative Financial Designs
Indiana
$471K +$8.97K +165 +2%
MCA
970
MSH Capital Advisors
Arizona
$470K -$11.6K -213 -2%
SPC
971
Sigma Planning Corp
Michigan
$468K -$668K -12,294 -58%
MUAMU
972
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$468K
MM
973
MQS Management
New York
$467K +$488K +8,981 New
Balyasny Asset Management
974
Balyasny Asset Management
Illinois
$467K +$91.9K +1,690 +23%
PI
975
Pettee Investors
Connecticut
$465K

SLB Hedge Fund Activity: Q4 2023 in Review

1,525 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2023, worth a combined $61.7B — down 10% from $68.9B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new SLB positions and 146 closed out — a net gain of 46 holders — while 533 added to existing stakes and 602 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $456M.

  • 1,525 institutional investors held SLB Ltd (SLB) as of Q4 2023, up from 1,502 in Q3 2023.
  • Funds reported $61.7B of SLB Ltd stock for Q4 2023, down 10% quarter-over-quarter.
  • 192 funds opened new SLB Ltd positions in Q4 2023 and 146 closed out, a net change of +46 holders.
  • The largest SLB Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $1.03B added.
  • The largest SLB Ltd seller in Q4 2023 was Wellington Management Group, an estimated $456M sold.

Based on aggregated 13F filings for Q4 2023.