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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
CAM
1101
Cidel Asset Management
Ontario, Canada
$303K +$317K +5,825 New
CTA
1102
Colonial Trust Advisors
South Carolina
$303K +$14.1K +260 +5%
CBFP
1103
Cedar Brook Financial Partners
Ohio
$302K +$337K +6,198 New
MFA
1104
Mayflower Financial Advisors
Massachusetts
$301K -$7.55K -139 -2%
MG
1105
Mather Group
Illinois
$300K +$2.34K +43 +0.8%
CBT
1106
Central Bank & Trust
Kentucky
$299K +$39.4K +724 +14%
DS
1107
DRW Securities
Illinois
$299K -$657K -12,093 -68%
ACM
1108
Arcataur Capital Management
Wisconsin
$299K
SC
1109
Schulhoff & Co
Ohio
$299K
PWMAG
1110
Pinnacle Wealth Management Advisory Group
New Jersey
$298K +$7.01K +129 +2%
WP
1111
Westmount Partners
California
$298K +$707 +13 +0.2%
9WM
1112
9258 Wealth Management
Ohio
$298K +$2.23K +41 +0.7%
WT
1113
Whittier Trust
California
$298K -$13.5K -248 -4%
CA
1114
CoreCap Advisors
Michigan
$297K -$14K -258 -4%
FEM
1115
Fulcrum Equity Management
Texas
$296K +$309K +5,691 New
SIMG
1116
Sonora Investment Management Group
Arizona
$295K +$33.7K +620 +12%
LFM
1117
LGT Fund Management
Liechtenstein
$293K
CB
1118
CNB Bank
Pennsylvania
$292K -$13K -240 -4%
WANY
1119
Wealthspire Advisors (New York)
New York
$291K +$55.8K +1,027 +22%
SCA
1120
STALEY CAPITAL ADVISERS
Pennsylvania
$291K -$326 -6 -0.1%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$290K +$30.8K +566 +11%
FMP
1122
Financial Management Professionals
Texas
$290K +$5.87K +108 +2%
MW
1123
Marcum Wealth
Ohio
$290K -$149K -2,741 -33%
FDS
1124
First Dallas Securities
Texas
$289K -$844K -15,528 -74%
SCM
1125
SOL Capital Management
Maryland
$289K

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.