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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
HCM
1076
Hall Capital Management
Rhode Island
$239K -$11.6K -325 -5%
SIA
1077
Soltis Investment Advisors
Utah
$239K +$213K +5,952 New
OIA
1078
OneDigital Investment Advisors
Kansas
$238K +$211K +5,908 New
LNC
1079
Lincoln National Corp
Pennsylvania
$238K +$211K +5,910 New
PPP
1080
Private Portfolio Partners
New Jersey
$238K +$211K +5,916 New
NFC
1081
Northeast Financial Consultants
Connecticut
$237K -$18.7K -523 -8%
WPC
1082
White Pine Capital
Minnesota
$237K
PJSIMP
1083
P.J. Schmidt Investment Management (PJS)
Wisconsin
$235K -$52.1K -1,459 -20%
PAM
1084
Palisade Asset Management
Minnesota
$233K -$414K -11,590 -67%
YWP
1085
YorkBridge Wealth Partners
New York
$233K -$65.1K -1,822 -24%
CFD
1086
Creative Financial Designs
Indiana
$233K -$2.93K -82 -1%
APWM
1087
Atlas Private Wealth Management
New York
$232K +$206K +5,779 New
IA
1088
IFG Advisory
Georgia
$231K -$14.7K -412 -7%
ATC
1089
Adirondack Trust Company
New York
$231K +$112K +3,125 +83%
SIAG
1090
Signet Investment Advisory Group
Rhode Island
$230K -$35.7K -1,000 -15%
CAAS
1091
Capital Asset Advisory Services
Michigan
$230K +$236K +6,621 New
CFA
1092
Carroll Financial Associates
North Carolina
$229K +$107 +3 +0.1%
FMP
1093
Financial Management Professionals
Texas
$228K
WPW
1094
Waldron Private Wealth
Pennsylvania
$225K +$198K +5,543 New
JWCA
1095
J.W. Cole Advisors
Florida
$225K +$200K +5,601 New
S
1096
SignatureFD
Georgia
$222K -$37.9K -1,061 -16%
VIA
1097
Vident Investment Advisory
Georgia
$220K -$364K -10,202 -65%
HAIM
1098
Hunter Associates Investment Management
Pennsylvania
$220K -$19.6K -550 -9%
WP
1099
WealthSource Partners
California
$218K -$57.3K -1,605 -23%
FMBTD
1100
First Midwest Bank Trust Division
Illinois
$214K +$190K +5,316 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.