We are live on ! Find out more

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
BSW
1026
Buckingham Strategic Wealth
Missouri
$397K +$60.3K +1,110 +17%
IA
1027
IFP Advisors
Florida
$397K -$113K -2,075 -21%
GEA
1028
Glen Eagle Advisors
New Jersey
$395K +$4.18K +77 +1%
HKAM
1029
Horizon Kinetics Asset Management
New York
$391K -$51.4K -946 -11%
ZIG
1030
Zuckerman Investment Group
Illinois
$390K +$120K +2,201 +42%
FCA
1031
FinTrust Capital Advisors
South Carolina
$390K -$1.04M -19,118 -72%
WFAG
1032
Worth Financial Advisory Group
North Carolina
$389K +$21.7K +399 +6%
LCS
1033
Levin Capital Strategies
New York
$388K -$27.2K -500 -6%
NS
1034
NBC Securities
Alabama
$387K -$1.2K -22 -0.3%
ACM
1035
Advisors Capital Management
New Jersey
$383K -$2.45K -45 -0.6%
HC
1036
Hamilton Capital
Ohio
$382K +$25.1K +462 +7%
CPA
1037
Court Place Advisors
Maryland
$382K -$10.9K -200 -3%
PP
1038
Patron Partners
Texas
$380K +$206K +3,799 +108%
CANC
1039
Culbertson A N & Co
Virginia
$380K
DG
1040
DMC Group
Alabama
$379K -$90.7K -1,668 -19%
FF
1041
Francis Financial
$375K
EAM
1042
Eukles Asset Management
Ohio
$374K -$9.46K -174 -2%
IFWM
1043
Institute for Wealth Management
Colorado
$374K -$48.5K -893 -11%
1IA
1044
1834 Investment Advisors
Wisconsin
$371K -$322K -5,921 -45%
QPWM
1045
Quadrant Private Wealth Management
Pennsylvania
$371K +$17.7K +325 +5%
EFG
1046
Everhart Financial Group
Ohio
$368K -$4.13K -76 -1%
RB
1047
Rodgers Brothers
Pennsylvania
$367K -$1.36K -25 -0.4%
WWM
1048
Western Wealth Management
Colorado
$366K -$156K -2,874 -29%
AWM
1049
Avior Wealth Management
Nebraska
$366K
SFPG
1050
Stonebridge Financial Planning Group
Florida
$361K -$48.9K -900 -11%

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.