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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
JWM
976
Janiczek Wealth Management
Colorado
$7K
RMC
977
Resources Management Corp
Connecticut
$7K
CWC
978
Carolinas Wealth Consulting
North Carolina
$7K +$5K +265 +491%
SFP
979
Sterling Financial Planning
New Jersey
$7K +$5.66K +300 New
IA
980
Inspire Advisors
Idaho
$7K +$5.72K +303 New
EA
981
Elm Advisors
California
$7K +$5.91K +313 New
AWM
982
Accel Wealth Management
Iowa
$7K +$6.34K +336 New
ITFISA
983
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.44K +$5.57K +295 New
POIA
984
Pin Oak Investment Advisors
Texas
$6K -$5.66K -300 -53%
CA
985
Centerpoint Advisors
Massachusetts
$6K
CBT
986
Central Bank & Trust
Kentucky
$6K
LB
987
Legacy Bridge
Iowa
$6K
RG
988
Retirement Group
California
$6K +$38 +2 +0.7%
HIIFS
989
Harel Insurance Investments & Financial Services
Israel
$6K +$2.66K +141 New
IHWM
990
Iron Horse Wealth Management
Iowa
$6K +$4.91K +260 New
EWA
991
Evolution Wealth Advisors
Florida
$5K -$20.9K -1,109 -83%
EWM
992
Edge Wealth Management
New York
$5K -$7.55K -400 -62%
HFA
993
HC Financial Advisors
California
$5K -$2.1K -111 -32%
FCA
994
FinTrust Capital Advisors
South Carolina
$5K -$887 -47 -18%
CAL
995
Capital Advisors Ltd
Ohio
$5K
OIS
996
Okabena Investment Services
Minnesota
$5K
BWM
997
Baystate Wealth Management
Massachusetts
$5K +$19 +1 +0.5%
GWMIA
998
Global Wealth Management Investment Advisory
Florida
$5K +$1.47K +78 +52%
RA
999
Reby Advisors
Connecticut
$5K +$4.15K +220 New
FPFS
1000
First Personal Financial Services
North Carolina
$5K +$4.42K +234 New

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.