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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
EWA
1176
EP Wealth Advisors
California
$260K -$1.66M -28,701 -87%
TWP
1177
Tower Wealth Partners
Pennsylvania
$260K +$258K +4,457 New
SCI
1178
S&CO Inc
Massachusetts
$259K
ACI
1179
Alpha Cubed Investments
California
$259K -$19.7K -340 -7%
CIA
1180
Cladis Investment Advisory
Montana
$257K -$23.2K -400 -8%
LCM
1181
LCM Capital Management
Illinois
$256K +$9.69K +167 +4%
GIA
1182
Guyasuta Investment Advisors
Pennsylvania
$256K
CT
1183
Cambridge Trust
Massachusetts
$256K +$1.91K +33 +0.8%
WPP
1184
Whalerock Point Partners
Rhode Island
$255K
MCCA
1185
Mill Creek Capital Advisors
Pennsylvania
$253K -$109K -1,873 -30%
LAM
1186
L2 Asset Management
Massachusetts
$250K +$20.5K +354 New
HWA
1187
HCR Wealth Advisors
California
$249K +$248K +4,275 New
MHR
1188
Matthew Hamilton Rosenberg
$248K +$23.2K +400 +10%
PCP
1189
Proficio Capital Partners
Massachusetts
$247K +$246K +4,241 New
LWANC
1190
Laurel Wealth Advisors (North Carolina)
North Carolina
$247K -$55.1K -950 -18%
TA
1191
TruWealth Advisors
Louisiana
$247K
SIA
1192
Soltis Investment Advisors
Utah
$246K +$244K +4,215 New
LIA
1193
LS Investment Advisors
Michigan
$245K -$2.49K -43 -1%
PWP
1194
Private Wealth Partners
California
$245K
DFG
1195
Delta Financial Group
New Jersey
$245K +$244K +4,209 New
MBT
1196
Montecito Bank & Trust
California
$245K +$244K +4,200 New
NECFA
1197
New England Capital Financial Advisors
Connecticut
$244K +$1.1K +19 +0.5%
SFO
1198
Stokes Family Office
Louisiana
$244K +$6.15K +106 +3%
OFW
1199
Omnia Family Wealth
Florida
$243K
MFG
1200
MidWestOne Financial Group
Iowa
$243K +$4.23K +73 +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.