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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
AFAS
1201
Acorn Financial Advisory Services
Virginia
$242K +$241K +4,159 New
HCP
1202
Hexagon Capital Partners
Arkansas
$242K -$2.73K -47 -1%
CI Investments Inc
1203
CI Investments Inc
Ontario, Canada
$241K +$11.1K +192 +5%
AFG
1204
Atomi Financial Group
New York
$239K +$238K +4,101 New
AA
1205
Alta Advisers
United Kingdom
$239K
HTC
1206
Haverford Trust Company
Pennsylvania
$238K -$67.1K -1,157 -22%
BWIA
1207
Bryant Woods Investment Advisors
New York
$238K +$236K +4,074 New
C
1208
Certuity
Florida
$237K +$236K +4,067 New
TFA
1209
Transamerica Financial Advisors
Florida
$237K +$2.2K +38 +0.9%
SWA
1210
SFMG Wealth Advisors
Texas
$237K +$236K +4,063 New
P
1211
Pitcairn
Pennsylvania
$237K +$235K +4,057 New
FWM
1212
Focused Wealth Management
New York
$234K +$64.3K +1,109 +38%
TF
1213
Tompkins Financial
New York
$233K
EGA
1214
Eagle Global Advisors
Texas
$233K +$232K +4,000 New
QIM
1215
Quest Investment Management
Oregon
$233K +$232K +4,000 New
WHRC
1216
W.H. Reaves & Co
New Jersey
$233K +$232K +4,000 New
PTC
1217
Private Trust Company
Ohio
$233K -$19.8K -342 -8%
SFS
1218
Starfox Financial Services
Texas
$233K +$237K +4,092 New
AWM
1219
Accurate Wealth Management
Florida
$228K +$220K +3,790 New
HCMT
1220
Highland Capital Management (Tennessee)
Tennessee
$228K +$227K +3,910 New
OCPWS
1221
One Charles Private Wealth Services
Massachusetts
$227K +$226K +3,900 New
LFA
1222
Legacy Financial Advisors
Kentucky
$227K +$226K +3,898 New
PP
1223
PDS Planning
Ohio
$227K +$226K +3,896 New
PIP
1224
Peachtree Investment Partners
Florida
$225K +$224K +3,859 New
QFA
1225
Quantum Financial Advisors
California
$223K +$222K +3,832 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.