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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
SCM
1101
SOL Capital Management
Maryland
$324K
AF
1102
Allworth Financial
California
$324K +$11.9K +206 +4%
GAG
1103
GM Advisory Group
New York
$324K -$3.31K -57 -1%
AA
1104
ALPS Advisors
Colorado
$324K -$39.2K -676 -11%
PF
1105
Phoenix Financial
Israel
$322K +$55.1K +951 +21%
FNBTCON
1106
First National Bank & Trust Co of Newtown
Pennsylvania
$322K -$52.2K -900 -14%
LWCFA
1107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$321K -$35.5K -613 -10%
RP
1108
Riverwater Partners
Wisconsin
$321K -$15.8K -272 -5%
PSC
1109
Portman Square Capital
United Kingdom
$321K -$528K -9,113 -62%
RPCONE
1110
Retirement Planning Company of New England
Rhode Island
$321K -$10.7K -184 -3%
FMP
1111
Financial Management Professionals
Texas
$319K
SA
1112
Syntax Advisors
New York
$318K -$81.2K -1,401 -20%
VCG
1113
Vantage Consulting Group
Virginia
$318K -$81.2K -1,401 -20%
EW
1114
Enzi Wealth
Texas
$318K
Empower Advisory Group
1115
Empower Advisory Group
Colorado
$317K +$48.4K +835 +18%
BPCA
1116
Bank Pictet & Cie (Asia)
Singapore
$315K +$313K +5,400 New
FAG
1117
Fortitude Advisory Group
Washington
$314K +$11.2K +193 +4%
DA
1118
DCM Advisors
New York
$314K -$66.7K -1,150 -18%
NPF
1119
Norris Perne & French
Michigan
$313K -$20.9K -360 -6%
MC
1120
Mathes Company
New York
$312K
BJL
1121
Brighton Jones LLC
Washington
$312K +$52.1K +898 +20%
ACG
1122
Allen Capital Group
Nebraska
$312K +$8.53K +147 +3%
CT
1123
Colonial Trust
South Carolina
$312K -$154K -2,656 -33%
GVAG
1124
Great Valley Advisor Group
Delaware
$311K +$309K +5,323 New
LI
1125
LMCG Investments
Massachusetts
$310K -$464 -8 -0.2%

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.