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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
SMA
1051
Sage Mountain Advisors
Georgia
$375K +$21.1K +364 +6%
LFG
1052
Lazard Frères Gestion
France
$375K +$17.4K +300 +5%
IWP
1053
Icon Wealth Partners
Texas
$372K -$110K -1,903 -23%
JC
1054
Jacobs & Co
California
$370K
IUHSA
1055
Itau Unibanco Holding S.A.
Brazil
$370K +$368K +6,338 New
RIA
1056
Regal Investment Advisors
Michigan
$366K +$16.2K +279 +5%
NMG
1057
New Millennium Group
Utah
$366K
AR
1058
Advisory Research
Illinois
$366K +$364K +6,270 New
SFG
1059
SevenBridge Financial Group
Pennsylvania
$363K
NPA
1060
Nichols & Pratt Advisers
Massachusetts
$359K -$5.8K -100 -2%
ST
1061
Sentinel Trust
Texas
$359K
TA
1062
Tectonic Advisors
Texas
$359K +$1.57K +27 +0.4%
CSC
1063
Caldwell Sutter Capital
California
$359K
BIP
1064
Blueprint Investment Partners
North Carolina
$355K +$353K +6,091 New
AP
1065
Appleton Partners
Massachusetts
$355K -$29K -500 -8%
BLAM
1066
Bourne Lent Asset Management
New York
$353K
IA
1067
Inspire Advisors
Idaho
$352K -$19.7K -340 -5%
ETC
1068
Exchange Traded Concepts
Oklahoma
$352K +$338K +5,837 +3,009%
CG
1069
Clarus Group
Texas
$350K +$67.3K +1,161 +24%
GIA
1070
Gladstone Institutional Advisory
Florida
$350K -$75.1K -1,295 -18%
TLP
1071
Trinity Legacy Partners
Texas
$350K -$5.8K -100 -2%
SIM
1072
SSI Investment Management
California
$349K -$3.77K -65 -1%
ST
1073
Smithfield Trust
Pennsylvania
$349K -$19.5K -336 -5%
WT
1074
Whittier Trust
California
$348K +$3.83K +66 +1%
KFGK
1075
Keystone Financial Group (Kentucky)
Kentucky
$348K -$4.12K -71 -1%

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.