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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
SSW
1076
Stone Summit Wealth
Florida
$325K -$33.8K -622 -9%
SFG
1077
SevenBridge Financial Group
Pennsylvania
$324K
KC
1078
Knuff & Co
California
$324K +$14.9K +275 +5%
FAIM
1079
Financial Advocates Investment Management
Washington
$322K +$68.4K +1,259 +26%
TA
1080
Tectonic Advisors
Texas
$322K +$1.41K +26 +0.4%
NPA
1081
Nichols & Pratt Advisers
Massachusetts
$321K
CSC
1082
Caldwell Sutter Capital
California
$320K
ST
1083
Sentinel Trust
Texas
$320K
VVP
1084
Venture Visionary Partners
Ohio
$320K -$191K -3,517 -36%
RIA
1085
Regal Investment Advisors
Michigan
$319K -$7.34K -135 -2%
IWA
1086
Icon Wealth Advisors
Texas
$318K +$332K +6,117 New
AP
1087
Appleton Partners
Massachusetts
$317K
C
1088
Certuity
Florida
$316K +$109K +2,013 +49%
RPCONE
1089
Retirement Planning Company of New England
Rhode Island
$314K +$29K +533 +10%
TLP
1090
Trinity Legacy Partners
Texas
$312K
MFS
1091
Mirabella Financial Services
United Kingdom
$312K +$77.6K +1,427 +31%
WHRC
1092
W.H. Reaves & Co
New Jersey
$312K +$109K +2,000 +50%
LSAG
1093
Lake Street Advisors Group
New Hampshire
$312K -$282K -5,187 -47%
GL
1094
Graypoint LLC
New York
$312K -$151K -2,778 -32%
ST
1095
Smithfield Trust
Pennsylvania
$311K
SIG
1096
Sargent Investment Group
Maryland
$309K +$2.72K +50 +0.8%
KFGK
1097
Keystone Financial Group (Kentucky)
Kentucky
$306K -$4.4K -81 -1%
SOS
1098
Silver Oak Securities
Tennessee
$305K +$175K +3,224 +122%
AAS
1099
Ameritas Advisory Services
Nebraska
$304K -$22.7K -417 -6%
FOA
1100
Five Oceans Advisors
California
$304K

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.