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1,353 hedge funds and large institutions have $43.5B invested in SLB Ltd in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 625 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 103

18% more capital invested

Capital invested by funds: $36.8B → $43.5B (+$6.76B)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 1,2991,353 (+54)

0.45% more ownership

Funds ownership: 77.75%78.2% (+0.45%)

15% less call options, than puts

Call options by funds: $858M | Put options by funds: $1.01B

30% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 625

Holders
1,353
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
26.66%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.43%
New
176
Increased
435
Reduced
625
Closed
103
Calls
$858M
Puts
$1.01B
Net Calls
-$147M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
1001
Quest Capital Management
Texas
$310K +$13.4K +376 +5%
RC
1002
Roundview Capital
New Jersey
$308K -$18.7K -525 -6%
HTC
1003
Haverford Trust Company
Pennsylvania
$307K -$207K -5,802 -43%
KLWA
1004
Kelly Lawrence W & Associates
California
$306K -$7.6M -212,866 -97%
GCM
1005
Gables Capital Management
Florida
$306K -$19.6K -550 -7%
MFG
1006
MidWestOne Financial Group
Iowa
$306K
DWA
1007
Douglass Winthrop Advisors
New York
$305K +$3.57K +100 +1%
FPCP
1008
Fort Point Capital Partners
California
$305K +$271K +7,581 New
CI
1009
Capital Innovations
Wisconsin
$304K -$252K -7,070 -48%
CQS
1010
Credential Qtrade Securities
$303K -$2.18K -61 -0.8%
NAMP
1011
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$301K -$62.1K -1,740 -19%
MG
1012
Mather Group
Illinois
$300K +$267K +7,473 New
CFG
1013
Citizens Financial Group
Rhode Island
$299K +$153K +4,273 +135%
GJIC
1014
Gamble Jones Investment Counsel
California
$298K -$169K -4,745 -39%
MAFM
1015
Mid Atlantic Financial Management
Pennsylvania
$297K -$10.5K -293 -4%
CT
1016
Coastline Trust
Rhode Island
$296K +$6.75K +189 +3%
WW
1017
Westshore Wealth
California
$296K +$263K +7,363 New
PAM
1018
Peak Asset Management
Colorado
$295K -$47.8K -1,340 -15%
WAM
1019
Wealthspire Advisors (Maryland)
Maryland
$295K +$37.8K +1,059 +17%
CIA
1020
Choate Investment Advisors
Massachusetts
$294K -$4.29K -120 -2%
FANJ
1021
Financial Architects (New Jersey)
New Jersey
$293K +$122K +3,409 +88%
WCM
1022
Washington Capital Management
Washington
$291K +$15.7K +440 +6%
GAB
1023
German American Bancorp
Indiana
$288K -$340K -9,518 -57%
LNB
1024
Ledyard National Bank
$286K -$478K -13,400 -65%
VRS
1025
Virginia Retirement Systems
Virginia
$285K -$875K -24,500 -78%

SLB Hedge Fund Activity: Q4 2019 in Review

1,353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2019, worth a combined $43.5B — up 18% from $36.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new SLB positions and 103 closed out — a net gain of 73 holders — while 435 added to existing stakes and 625 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $713M.

  • 1,353 institutional investors held SLB Ltd (SLB) as of Q4 2019, up from 1,299 in Q3 2019.
  • Funds reported $43.5B of SLB Ltd stock for Q4 2019, up 18% quarter-over-quarter.
  • 176 funds opened new SLB Ltd positions in Q4 2019 and 103 closed out, a net change of +73 holders.
  • The largest SLB Ltd buyer in Q4 2019 was T. Rowe Price Associates, an estimated $386M added.
  • The largest SLB Ltd seller in Q4 2019 was Massachusetts Financial Services, an estimated $713M sold.

Based on aggregated 13F filings for Q4 2019.