We are live on ! Find out more

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
FFN
1176
Focus Financial Network
Minnesota
$254K +$264K +4,856 New
GCM
1177
Gallacher Capital Management
Colorado
$253K +$264K +4,860 New
MBT
1178
Montecito Bank & Trust
California
$250K +$32.6K +599 +14%
PSFG
1179
Prairie Sky Financial Group
Illinois
$249K
NERM
1180
New England Research & Management
Illinois
$249K
SC
1181
Sapient Capital
Indiana
$249K +$259K +4,759 New
CIA
1182
Concurrent Investment Advisors
Florida
$247K +$258K +4,749 New
JAG
1183
Journey Advisory Group
Kentucky
$247K -$50.2K -924 -16%
DWM
1184
Drive Wealth Management
Utah
$247K -$9.13K -168 -3%
DWM
1185
Dogwood Wealth Management
Kansas
$247K +$257K +4,728 New
SP
1186
Systematic Portfolios
New York
$246K +$257K +4,728 New
SG
1187
StoneX Group
New York
$244K -$508K -9,340 -67%
CCG
1188
Coastwise Capital Group
California
$243K -$6.03K -111 -2%
JSW
1189
Journey Strategic Wealth
New Jersey
$242K +$253K +4,657 New
WFA
1190
Wellspring Financial Advisors
Ohio
$241K
KFC
1191
Klingenstein Fields & Co
New York
$241K
IWM
1192
IHT Wealth Management
Illinois
$241K +$652 +12 +0.3%
VWA
1193
VERITY Wealth Advisors
United States
$239K
LAM
1194
L2 Asset Management
Massachusetts
$239K +$230K +4,237 +1,197%
ZB
1195
Zions Bancorporation
Utah
$238K +$186K +3,424 +296%
MCM
1196
Mainstay Capital Management
Michigan
$236K +$58.6K +1,079 +31%
CCG
1197
Ceeto Capital Group
Florida
$235K
EL
1198
EMFO LLC
Florida
$234K +$109K +2,000 +80%
RAM
1199
Roanoke Asset Management
New Jersey
$234K
CT
1200
Colonial Trust
South Carolina
$234K -$46.2K -850 -16%

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.