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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
OA
1051
Oracle Alpha
Ontario, Canada
$361K +$377K +6,940 New
EWA
1052
Exencial Wealth Advisors
Oklahoma
$360K +$72.7K +1,338 +24%
RFP
1053
Roth Financial Partners
Texas
$359K
ET
1054
Equitable Trust
Tennessee
$357K -$34.1K -628 -8%
FVWA
1055
Foster Victor Wealth Advisors
South Carolina
$356K +$385K +7,075 New
CC
1056
Cannell & Co
New York
$355K -$2.17K -40 -0.6%
Empower Advisory Group
1057
Empower Advisory Group
Colorado
$351K +$70.4K +1,295 +24%
CA
1058
Commerzbank Aktiengesellschaft
Germany
$348K +$363K +6,687 New
AF
1059
Allworth Financial
California
$345K +$58K +1,067 +19%
SAG
1060
SageView Advisory Group
California
$343K +$171K +3,145 +83%
EWA
1061
EP Wealth Advisors
California
$339K +$112K +2,061 +46%
RIL
1062
Rothschild Investment LLC
Illinois
$338K -$20.2K -371 -5%
PC
1063
Pecaut & Co
Iowa
$338K
CA
1064
Clearstead Advisors
Ohio
$338K -$335K -6,171 -49%
RCA
1065
Resonant Capital Advisors
Wisconsin
$338K -$7.23K -133 -2%
BEI
1066
Benjamin Edwards Inc
Missouri
$336K -$60.8K -1,119 -15%
SMA
1067
Sage Mountain Advisors
Georgia
$335K -$380 -7 -0.1%
VCG
1068
Vantage Consulting Group
Virginia
$333K +$51K +938 +17%
LFG
1069
Lazard Frères Gestion
France
$332K
HT
1070
Headlands Technologies
Illinois
$330K +$345K +6,346 New
GCM
1071
Graham Capital Management
Connecticut
$330K +$345K +6,343 New
JC
1072
Jacobs & Co
California
$330K
AA
1073
Ancora Advisors
Ohio
$329K -$26.6K -489 -7%
WAP
1074
Wealthcare Advisory Partners
Pennsylvania
$327K -$30.5K -562 -8%
NMG
1075
New Millennium Group
Utah
$326K

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.