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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
WAM
1126
Weiss Asset Management
Massachusetts
$288K +$300K +5,527 New
AGP
1127
Autumn Glory Partners
Texas
$286K +$55.7K +1,025 +21%
BJL
1128
Brighton Jones LLC
Washington
$285K +$6.96K +128 +2%
BLAM
1129
Bourne Lent Asset Management
New York
$284K -$32.6K -600 -10%
TCOO
1130
Trust Company of Oklahoma
Oklahoma
$283K +$295K +5,436 New
BPCA
1131
Bank Pictet & Cie (Asia)
Singapore
$281K
SSA
1132
Sierra Summit Advisors
Nevada
$278K +$291K +5,349 New
FH
1133
FWG Holdings
Florida
$278K -$8.37K -154 -3%
MC
1134
Mathes Company
New York
$278K
RP
1135
Riverwater Partners
Wisconsin
$276K -$10.4K -192 -3%
MW
1136
MBL Wealth
North Carolina
$276K -$107K -1,964 -27%
FNBTCON
1137
First National Bank & Trust Co of Newtown
Pennsylvania
$276K -$12K -220 -4%
ACG
1138
Allen Capital Group
Nebraska
$274K -$5.92K -109 -2%
CIS
1139
Custom Index Systems
New York
$274K +$286K +5,268 New
AWM
1140
Aries Wealth Management
Maine
$274K -$21.2K -390 -7%
AA
1141
ALPS Advisors
Colorado
$273K -$16.3K -300 -5%
LI
1142
LMCG Investments
Massachusetts
$272K -$4.62K -85 -2%
III
1143
Independent Investors Inc
New York
$272K -$109K -2,000 -28%
FAG
1144
Fortitude Advisory Group
Washington
$271K -$9.73K -179 -3%
PWP
1145
Private Wealth Partners
California
$271K +$54.4K +1,000 +24%
GFP
1146
Gryphon Financial Partners
Ohio
$270K +$112K +2,068 +46%
CAL
1147
Capital Analysts LLC
Pennsylvania
$270K -$90.5K -1,665 -24%
HFP
1148
Holistic Financial Partners
Indiana
$270K -$40.1K -737 -12%
GWP
1149
Gateway Wealth Partners
Wisconsin
$268K +$17K +313 +6%
DA
1150
Drake & Associates
Wisconsin
$266K +$17.7K +326 +7%

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.