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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
LPWM
1151
Lake Point Wealth Management
Texas
$112K +$99.7K +2,791 New
JFGIW
1152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K -$63.3K -1,772 -39%
RFA
1153
Reilly Financial Advisors
California
$110K -$11.2K -314 -10%
WFMPM
1154
Woodley Farra Manion Portfolio Management
Indiana
$110K +$97.3K +2,726 New
PCG
1155
Private Capital Group
Connecticut
$109K -$45.8K -1,283 -32%
GRP
1156
Global Retirement Partners
California
$108K -$3.36K -94 -3%
SC
1157
Steph & Co
Wisconsin
$108K +$95.6K +2,677 New
DSC
1158
Duncker Streett & Co
Missouri
$107K +$95.8K +2,682 New
IWA
1159
Intercontinental Wealth Advisors
Texas
$106K -$25.8K -722 -19%
AssetMark Inc
1160
AssetMark Inc
California
$106K +$17.6K +494 +23%
TPWA
1161
TRUE Private Wealth Advisors
Oregon
$105K +$92.4K +2,589 New
LJHT
1162
Laurie J. Hall Trustee
$101K -$55.3K -1,550 -38%
MRCM
1163
M&R Capital Management
New Jersey
$100K -$8.18K -229 -8%
SIAS
1164
Shine Investment Advisory Services
Colorado
$99K -$3.14K -88 -3%
GTAM
1165
Global Trust Asset Management
Florida
$99K -$3.04K -85 -3%
AP
1166
Americana Partners
Texas
$99K +$87.4K +2,449 New
HIA
1167
Harbor Investment Advisory
Maryland
$99K +$88K +2,464 New
RMC
1168
Resources Management Corp
Connecticut
$96K -$182K -5,110 -68%
PCA
1169
Peddock Capital Advisors
Massachusetts
$96K +$85.7K +2,400 New
PK
1170
Pflug Koory
Nebraska
$95K -$1.78K -50 -2%
JFA
1171
JNBA Financial Advisors
Minnesota
$93K +$46K +1,289 +126%
OSAM
1172
O'Shaughnessy Asset Management
Connecticut
$93K +$82.3K +2,306 +38,433%
SIA
1173
SeaBridge Investment Advisors
New Jersey
$92K -$14.3K -400 -15%
BWM
1174
Baystate Wealth Management
Massachusetts
$92K +$5.96K +167 +8%
OIA
1175
Optimum Investment Advisors
Illinois
$88K -$60.4K -1,692 -44%

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.