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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
MWM
1101
Merriman Wealth Management
Washington
$214K +$190K +5,319 New
NAM
1102
North American Management
Massachusetts
$211K -$30.4K -850 -14%
SSW
1103
Smith Shellnut Wilson
Mississippi
$211K +$188K +5,256 New
TBNY
1104
Trustco Bank (New York)
New York
$210K -$75K -2,100 -29%
CAM
1105
Carret Asset Management
New York
$210K -$35.7K -1,000 -16%
OMC
1106
Overbrook Management Corp
New York
$210K +$186K +5,217 New
MBT
1107
Montecito Bank & Trust
California
$208K -$50K -1,400 -21%
SIM
1108
Sonora Investment Management
Arizona
$208K -$5.36K -150 -3%
AA
1109
Apriem Advisors
California
$208K +$185K +5,185 New
GLLW
1110
Graves Light Lenhart Wealth
Virginia
$207K +$184K +5,153 New
CCC
1111
Chelsea Counsel Company
California
$205K -$142K -3,979 -44%
FMW
1112
Farr Miller & Washington
District of Columbia
$204K -$9.46M -264,860 -98%
MCI
1113
McDonald Capital Investors
California
$204K +$181K +5,075 New
BWM
1114
Buckley Wealth Management
Nevada
$204K +$182K +5,087 New
PNAA
1115
Pictet North America Advisors
Switzerland
$203K -$431K -12,070 -71%
DWM
1116
Dorchester Wealth Management
Quebec, Canada
$202K -$41.1K -1,150 -19%
CA
1117
Corrado Advisors
New Jersey
$200K +$178K +4,980 New
IA
1118
IndexIQ Advisors
New York
$199K -$321K -8,999 -65%
TCCM
1119
Timber Creek Capital Management
Massachusetts
$194K +$5.36K +150 +3%
OPS
1120
Orion Portfolio Solutions
Nebraska
$194K +$172K +4,816 New
AIS
1121
Accurate Investment Solutions
Pennsylvania
$191K +$169K +4,740 New
PA
1122
Parallel Advisors
California
$188K -$55K -1,539 -25%
GWS
1123
Glassman Wealth Services
Virginia
$187K +$2.46K +69 +2%
WC
1124
Whitnell & Co
Illinois
$185K -$250K -7,000 -60%
VFA
1125
Valeo Financial Advisors
Indiana
$182K +$17K +477 +12%

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.