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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
APC
1201
Aspire Private Capital
North Carolina
$232K +$40.2K +740 +20%
PTC
1202
Private Trust Company
Ohio
$231K +$24.5K +451 +11%
SCI
1203
S&CO Inc
Massachusetts
$231K
GSCM
1204
Greenfield Seitz Capital Management
Texas
$231K +$241K +4,438 New
MHR
1205
Matthew Hamilton Rosenberg
$231K +$9.68K +178 +4%
CIA
1206
Cladis Investment Advisory
Montana
$230K
LCM
1207
LCM Capital Management
Illinois
$229K +$1.03K +19 +0.4%
CCA
1208
Childress Capital Advisors
Texas
$229K -$115K -2,112 -32%
CT
1209
Cambridge Trust
Massachusetts
$226K -$1.79K -33 -0.8%
BW
1210
Bison Wealth
Georgia
$226K +$48.8K +897 +26%
SIA
1211
Soltis Investment Advisors
Utah
$225K +$6.41K +118 +3%
TNB
1212
Thomasville National Bank
Georgia
$223K -$10.2K -187 -4%
HFM
1213
Hartford Funds Management
Pennsylvania
$223K +$233K +4,287 New
SFS
1214
Starfox Financial Services
Texas
$223K +$10.1K +185 +5%
SP
1215
Stonebrook Private
Michigan
$222K +$232K +4,267 New
MCCA
1216
Mill Creek Capital Advisors
Pennsylvania
$222K -$4.02K -74 -2%
LFA
1217
Legacy Financial Advisors
Kentucky
$220K +$18.4K +339 +9%
TA
1218
TruWealth Advisors
Louisiana
$220K
MFG
1219
MidWestOne Financial Group
Iowa
$220K +$3.04K +56 +1%
NPF
1220
Norris Perne & French
Michigan
$219K -$62.5K -1,150 -21%
NECFA
1221
New England Capital Financial Advisors
Connecticut
$219K +$924 +17 +0.4%
ECM
1222
Evergreen Capital Management
Washington
$219K -$40.1K -738 -15%
TAS
1223
TIFF Advisory Services
Pennsylvania
$218K -$240K -4,412 -51%
OFW
1224
Omnia Family Wealth
Florida
$217K
NSAM
1225
North Star Asset Management
Wisconsin
$215K -$259K -4,770 -54%

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.