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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
AWM
1051
Altium Wealth Management
New York
$263K -$277K -7,765 -54%
BG
1052
Bahl & Gaynor
Ohio
$263K +$12.7K +356 +6%
RMA
1053
Roffman Miller Associates
Pennsylvania
$261K -$888K -24,861 -79%
MGIM
1054
M&G Investment Management
United Kingdom
$260K +$232K +6,508 New
WRM
1055
Weybosset Research & Management
Rhode Island
$259K +$230K +6,450 New
SBWIC
1056
Schaper Benz & Wise Investment Counsel
Wisconsin
$257K +$3.57K +100 +2%
PWAP
1057
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$253K -$123K -3,443 -32%
CCA
1058
Checchi Capital Advisers
California
$253K -$41.5K -1,162 -16%
Carson Wealth (CWM LLC)
1059
Carson Wealth (CWM LLC)
Nebraska
$253K
AGM
1060
Alpine Global Management
New York
$253K +$225K +6,298 New
MPIA
1061
Mountain Pacific Investment Advisers
Idaho
$252K -$21.4K -600 -9%
ARMT
1062
Amica Retiree Medical Trust
Rhode Island
$252K
GIA
1063
Guyasuta Investment Advisors
Pennsylvania
$252K
SCM
1064
Stevens Capital Management
Pennsylvania
$251K -$584K -16,342 -72%
LA
1065
Lau Associates
Delaware
$251K -$40.5K -1,134 -15%
WAM
1066
Weiss Asset Management
Massachusetts
$250K -$36.5K -1,021 -14%
BCM
1067
Boltwood Capital Management
California
$250K +$222K +6,231 New
KFGK
1068
Keystone Financial Group (Kentucky)
Kentucky
$248K +$7.68K +215 +4%
EH
1069
Equitable Holdings
New York
$248K +$220K +6,170 New
GDP
1070
Great Diamond Partners
Maine
$248K +$221K +6,183 New
ST
1071
Sentinel Trust
Texas
$247K
MIFH
1072
Migdal Insurance & Financial Holdings
Israel
$244K +$14K +393 +7%
RGC
1073
Roberts, Glore & Co
Illinois
$243K +$216K +6,054 New
LSAG
1074
Lake Street Advisors Group
New Hampshire
$242K -$28.5K -799 -12%
Acadian Asset Management
1075
Acadian Asset Management
Massachusetts
$241K +$214K +5,986 New

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.