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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
SAG
1226
SageView Advisory Group
California
$222K +$221K +3,810 New
PFSC
1227
Peoples Financial Services Corp
Pennsylvania
$222K
FWM
1228
Forza Wealth Management
Florida
$220K +$219K +3,776 New
CAG
1229
Csenge Advisory Group
Florida
$219K +$217K +3,748 New
AA
1230
Argent Advisors
Louisiana
$218K +$217K +3,740 New
SSB
1231
Sandy Spring Bank
Maryland
$217K +$2.61K +45 +1%
CAG
1232
Crestwood Advisors Group
Massachusetts
$217K +$216K +3,725 New
FCB
1233
First County Bank
Connecticut
$217K +$216K +3,720 New
APC
1234
Aspire Private Capital
North Carolina
$217K +$55.6K +958 +35%
AFT
1235
Alpha Family Trust
California
$215K +$214K +3,695 New
BFO
1236
Boston Family Office
Massachusetts
$215K +$214K +3,683 New
SL
1237
Summitry LLC
California
$215K +$214K +3,685 New
AI
1238
Accredited Investors
Minnesota
$215K +$213K +3,680 New
BFM
1239
Boston Financial Management
Massachusetts
$214K +$213K +3,673 New
CFP
1240
Catalyst Financial Partners
Massachusetts
$214K +$213K +3,667 New
HA
1241
HFG Advisors
Ohio
$213K +$212K +3,659 New
CW
1242
Channel Wealth
California
$213K +$212K +3,657 New
BFA
1243
Bragg Financial Advisors
North Carolina
$213K +$212K +3,649 New
MPPW
1244
Mitchell & Pahl Private Wealth
Oklahoma
$212K +$211K +3,640 New
MS
1245
Maven Securities
Jersey
$212K -$137K -2,370 -39%
NSIM
1246
North Star Investment Management
Illinois
$210K
WIA
1247
Westbourne Investment Advisors
Maryland
$207K +$206K +3,550 New
PCA
1248
Peddock Capital Advisors
Massachusetts
$206K +$205K +3,538 New
PA
1249
Procyon Advisors
Connecticut
$206K +$205K +3,538 New
BSA
1250
Bull Street Advisors
Georgia
$206K +$205K +3,533 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.