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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
CW
1226
CreativeOne Wealth
Kansas
$214K +$223K +4,110 New
HCP
1227
Hexagon Capital Partners
Arkansas
$214K -$2.34K -43 -1%
AA
1228
Alta Advisers
United Kingdom
$213K
BDWCC
1229
B&D White Capital Company
Texas
$213K +$223K +4,100 New
MA
1230
Mutual Advisors
Nebraska
$213K -$31.6K -581 -12%
XT
1231
XTX Topco
Cayman Islands
$212K +$222K +4,080 New
SWA
1232
SFMG Wealth Advisors
Texas
$212K +$870 +16 +0.4%
FMB
1233
Field & Main Bank
Kentucky
$211K +$72K +1,325 +49%
HTC
1234
Haverford Trust Company
Pennsylvania
$211K -$2.23K -41 -1%
CIA
1235
Compass Ion Advisors
Pennsylvania
$210K -$29.9K -550 -12%
PCP
1236
Proficio Capital Partners
Massachusetts
$210K -$11.5K -212 -5%
LA
1237
Legacy Advisors
Pennsylvania
$210K +$218K +4,004 New
CAG
1238
Crestwood Advisors Group
Massachusetts
$209K +$15.5K +285 +8%
AFAS
1239
Acorn Financial Advisory Services
Virginia
$208K -$8.37K -154 -4%
BWIA
1240
Bryant Woods Investment Advisors
New York
$208K -$4.02K -74 -2%
EGA
1241
Eagle Global Advisors
Texas
$208K
QIM
1242
Quest Investment Management
Oregon
$208K
TF
1243
Tompkins Financial
New York
$208K
EB
1244
Eastern Bank
Massachusetts
$208K +$217K +4,000 New
FVCM
1245
F&V Capital Management
Florida
$208K +$217K +4,000 New
LC
1246
Lindbrook Capital
California
$208K -$68.1K -1,253 -24%
PCIG
1247
Partners Capital Investment Group
Massachusetts
$207K +$217K +3,987 New
CI Investments Inc
1248
CI Investments Inc
Ontario, Canada
$207K -$9.24K -170 -4%
SI
1249
Saxon Interests
Texas
$206K +$215K +3,962 New
GM
1250
GeoWealth Management
Illinois
$206K +$136K +2,503 +173%

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.