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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
MTIC
1001
Missouri Trust & Investment Company
Missouri
$424K
BBP
1002
Banco BTG Pactual
Brazil
$424K +$441K +8,111 New
APM
1003
Advanced Portfolio Management
New York
$421K +$439K +8,084 New
V
1004
VeraBank
Texas
$420K
GAAM
1005
Guinness Atkinson Asset Management
California
$420K -$52.2K -960 -11%
FIM
1006
Freedom Investment Management
Connecticut
$419K +$14.3K +264 +3%
SHFA
1007
SS&H Financial Advisors
Michigan
$419K
RG
1008
Richelieu Gestion
France
$419K +$154K +2,834 +54%
REMPR
1009
Roof Eidam Maycock Peralta (REMP)
California
$416K
FA
1010
FDx Advisors
Illinois
$416K -$135K -2,492 -24%
WIS
1011
Wright Investors Service
Connecticut
$416K -$2.83K -52 -0.6%
GAG
1012
GM Advisory Group
New York
$413K +$129K +2,380 +43%
PWPS
1013
Pinnacle Wealth Planning Services
Ohio
$413K -$6.2K -114 -1%
JSC
1014
J. Stern & Co
United Kingdom
$412K +$460K +8,467 New
IFG
1015
Independent Financial Group
California
$412K +$30.4K +559 +8%
CI
1016
Conning Inc
Connecticut
$411K +$2.17K +40 +0.5%
GFPC
1017
Global Financial Private Client
Florida
$411K +$45.6K +839 +12%
AUB
1018
Atlantic Union Bankshares
Virginia
$409K -$58.1K -1,069 -12%
CIM
1019
CIM Investment Management
Pennsylvania
$409K
PSC
1020
Portman Square Capital
United Kingdom
$407K +$126K +2,320 +42%
ANTB
1021
AMG National Trust Bank
Colorado
$406K +$149K +2,748 +54%
CB
1022
Cadence Bank
Mississippi
$404K -$2.28K -42 -0.5%
MAM
1023
Mystic Asset Management
Rhode Island
$402K +$114K +2,098 +37%
SAM
1024
Sompo Asset Management
Japan
$400K -$76.1K -1,400 -15%
SAM
1025
Sawgrass Asset Management
Florida
$400K -$35.1K -646 -8%

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.