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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
ICP
1001
Interchange Capital Partners
Pennsylvania
$5K +$4.53K +240 New
FFA
1002
Freedman Financial Associates
Massachusetts
$5K +$4.72K +250 New
DOA
1003
D'Orazio & Associates
Virginia
$4K -$8.49K -450 -69%
ANBT
1004
American National Bank & Trust
Texas
$4K
CAL
1005
Capital Analysts LLC
Pennsylvania
$4K
GAM
1006
Gemmer Asset Management
California
$4K
LF
1007
Lee Financial
Texas
$4K
TIM
1008
Tortoise Investment Management
New York
$4K
IWP
1009
IAG Wealth Partners
Wisconsin
$4K +$19 +1 +0.7%
TFGT
1010
TS Financial Group (TSFG)
Illinois
$4K +$698 +37 +30%
CWM
1011
Curi Wealth Management
North Carolina
$4K +$3.7K +196 New
AFG
1012
Albion Financial Group
Utah
$4K +$3.77K +200 New
MMG
1013
Monetary Management Group
Missouri
$4K +$3.77K +200 New
AIC
1014
Archer Investment Corporation
Indiana
$3.93K
FP
1015
Financial Perspectives
Minnesota
$3.46K -$4.02K -213 -57%
TF
1016
Tompkins Financial
New York
$3K -$9.44K -500 -80%
FCB
1017
First Command Bank
Texas
$3K -$4.19K -222 -64%
FCFS
1018
First Command Financial Services
Texas
$3K -$4.19K -222 -64%
PG
1019
Proffitt & Goodson
Tennessee
$3K -$566 -30 -20%
LWA
1020
Lenox Wealth Advisors
New York
$3K
PAI
1021
Pittenger & Anderson Inc
Nebraska
$3K
WOC
1022
West Oak Capital
California
$3K
HR
1023
Howe & Rusling
New York
$3K +$642 +34 +28%
TJHA
1024
Thomas J. Herzfeld Advisors
Florida
$3K +$679 +36 +34%
MLFP
1025
MPS Loria Financial Planners
Illinois
$3K +$2.47K +131 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.