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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
LFA
1151
Landmark Financial Advisors
Kentucky
$282K +$9.86K +170 +4%
GWP
1152
Gateway Wealth Partners
Wisconsin
$282K
EBA
1153
Eagle Bay Advisors
New York
$281K +$78.7K +1,357 +39%
BCA
1154
Bay Colony Advisors
Massachusetts
$281K +$1.1K +19 +0.4%
PSFG
1155
Prairie Sky Financial Group
Illinois
$279K
NERM
1156
New England Research & Management
Illinois
$279K -$40.6K -700 -13%
DA
1157
Drake & Associates
Wisconsin
$279K -$4.64K -80 -2%
CCG
1158
Coastwise Capital Group
California
$279K -$5.16K -89 -2%
MA
1159
Mutual Advisors
Nebraska
$273K +$271K +4,675 New
BMC
1160
Beaton Management Company
Massachusetts
$270K -$3.77K -65 -1%
WFA
1161
Wellspring Financial Advisors
Ohio
$270K +$268K +4,624 New
KFC
1162
Klingenstein Fields & Co
New York
$270K -$23.2K -400 -8%
ZIC
1163
ZWJ Investment Counsel
Georgia
$269K +$267K +4,609 New
IWM
1164
IHT Wealth Management
Illinois
$269K +$2.73K +47 +1%
VWA
1165
VERITY Wealth Advisors
United States
$268K
CIA
1166
Compass Ion Advisors
Pennsylvania
$268K +$266K +4,595 New
MFS
1167
Mirabella Financial Services
United Kingdom
$267K +$265K +4,573 New
WANY
1168
Wealthspire Advisors (New York)
New York
$267K +$265K +4,573 New
CCG
1169
Ceeto Capital Group
Florida
$263K
RAM
1170
Roanoke Asset Management
New Jersey
$262K
TNB
1171
Thomasville National Bank
Georgia
$261K +$15.3K +264 +6%
GFP
1172
Gryphon Financial Partners
Ohio
$261K -$522 -9 -0.2%
HNWAG
1173
High Net Worth Advisory Group
Florida
$260K +$259K +4,468 New
BWP
1174
Balboa Wealth Partners
Arizona
$260K +$259K +4,465 New
SPWM
1175
Spartan Planning & Wealth Management
North Carolina
$260K +$259K +4,462 New

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.