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1,502 hedge funds and large institutions have $68.9B invested in SLB Ltd in 2023 Q3 according to their latest regulatory filings, with 184 funds opening new positions, 528 increasing their positions, 572 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 96

21% more capital invested

Capital invested by funds: $56.7B → $68.9B (+$12.2B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

5% more funds holding

Funds holding: 1,4291,502 (+73)

2.1% more ownership

Funds ownership: 80.83%82.93% (+2.1%)

5% less call options, than puts

Call options by funds: $927M | Put options by funds: $976M

8% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 572

Holders
1,502
Holders Change
+73
Holders Change %
+5.11%
% of All Funds
23.84%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.86%
New
184
Increased
528
Reduced
572
Closed
96
Calls
$927M
Puts
$976M
Net Calls
-$49M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
1026
Goodman Financial
Texas
$414K -$11.6M -199,286 -97%
WFAG
1027
Worth Financial Advisory Group
North Carolina
$413K +$30.6K +528 +8%
CFGS
1028
Concourse Financial Group Securities
Alabama
$413K +$214K +3,694 +110%
RB
1029
Rodgers Brothers
Pennsylvania
$413K
GFPC
1030
Global Financial Private Client
Florida
$409K -$2.73K -47 -0.7%
RFP
1031
Roth Financial Partners
Texas
$402K
RIL
1032
Rothschild Investment LLC
Illinois
$401K +$32.5K +560 +9%
HC
1033
Hamilton Capital
Ohio
$401K -$3.83K -66 -1%
SSW
1034
Stone Summit Wealth
Florida
$400K +$3.19K +55 +0.8%
CAL
1035
Capital Analysts LLC
Pennsylvania
$400K +$32.8K +566 +9%
CC
1036
Cannell & Co
New York
$400K -$209K -3,600 -34%
AWM
1037
Avior Wealth Management
Nebraska
$399K +$290 +5 +0.1%
WAP
1038
Wealthcare Advisory Partners
Pennsylvania
$399K -$35.4K -610 -8%
YAL
1039
Your Advocates Ltd
Texas
$398K
AA
1040
Ancora Advisors
Ohio
$398K +$13.9K +240 +4%
QPWM
1041
Quadrant Private Wealth Management
Pennsylvania
$396K -$21.2K -365 -5%
AAS
1042
Ameritas Advisory Services
Nebraska
$394K +$10K +173 +3%
VA
1043
Vident Advisory
Georgia
$390K +$388K +6,696 New
RCA
1044
Resonant Capital Advisors
Wisconsin
$386K +$40.1K +691 +12%
NAM
1045
NTV Asset Management
West Virginia
$385K
GLLW
1046
Graves Light Lenhart Wealth
Virginia
$382K +$398K +6,864 New
BSW
1047
Buckingham Strategic Wealth
Missouri
$381K +$12.5K +216 +3%
CCIA
1048
Campbell & Co Investment Adviser
Maryland
$380K -$259K -4,464 -41%
CCA
1049
Childress Capital Advisors
Texas
$380K +$378K +6,517 New
PC
1050
Pecaut & Co
Iowa
$379K

SLB Hedge Fund Activity: Q3 2023 in Review

1,502 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2023, worth a combined $68.9B — up 21% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SLB positions and 96 closed out — a net gain of 88 holders — while 528 added to existing stakes and 572 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.48B. The largest seller was Fisher Asset Management, cutting an estimated $404M.

  • 1,502 institutional investors held SLB Ltd (SLB) as of Q3 2023, up from 1,429 in Q2 2023.
  • Funds reported $68.9B of SLB Ltd stock for Q3 2023, up 21% quarter-over-quarter.
  • 184 funds opened new SLB Ltd positions in Q3 2023 and 96 closed out, a net change of +88 holders.
  • The largest SLB Ltd buyer in Q3 2023 was T. Rowe Price Associates, an estimated $2.48B added.
  • The largest SLB Ltd seller in Q3 2023 was Fisher Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q3 2023.