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1,353 hedge funds and large institutions have $43.5B invested in SLB Ltd in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 625 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 103

18% more capital invested

Capital invested by funds: $36.8B → $43.5B (+$6.76B)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 1,2991,353 (+54)

0.45% more ownership

Funds ownership: 77.75%78.2% (+0.45%)

15% less call options, than puts

Call options by funds: $858M | Put options by funds: $1.01B

30% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 625

Holders
1,353
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
26.66%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.43%
New
176
Increased
435
Reduced
625
Closed
103
Calls
$858M
Puts
$1.01B
Net Calls
-$147M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
BIMC
1251
Benson Investment Management Company
Virginia
$26K
DOA
1252
D'Orazio & Associates
Virginia
$26K
CFG
1253
Capstone Financial Group
Oklahoma
$26K +$22.7K +635 New
1W
1254
1776 Wealth
Georgia
$26K +$24K +671 New
FCB
1255
First Command Bank
Texas
$25K
FCFS
1256
First Command Financial Services
Texas
$25K
TFO
1257
Tarbox Family Office
California
$24K +$12.6K +353 +150%
DI
1258
Disciplined Investments
Oklahoma
$24K +$21K +589 New
SIC
1259
Samalin Investment Counsel
New York
$24K +$21.4K +599 New
CMA
1260
Cedar Mountain Advisors
Oregon
$24K +$21.4K +600 New
EA
1261
Emerald Advisers
Pennsylvania
$24K +$21.4K +600 New
LC
1262
Lindbrook Capital
California
$23K +$2.61K +73 +15%
VRM
1263
Vectors Research Management
New York
$23K +$14.4K +402 +235%
RCWMU
1264
Rothschild & Co Wealth Management (UK)
United Kingdom
$21K
FP
1265
Financial Perspectives
Minnesota
$20.8K +$18.5K +517 New
CCM
1266
Cribstone Capital Management
Maine
$20K
FPB
1267
First PREMIER Bank
South Dakota
$20K
MCA
1268
Mercer Capital Advisers
New Jersey
$20K
WCG
1269
Weaver Consulting Group
California
$20K
MS
1270
Mizuho Securities
Japan
$20K +$17.9K +500 New
PCTC
1271
Perkins Coie Trust Company
Washington
$19K -$1.25K -35 -7%
WCM
1272
Wealthcare Capital Management
Virginia
$19K +$4.14K +116 +32%
TL
1273
TrueWealth LLC
Georgia
$18K -$536 -15 -3%
SIS
1274
Sound Income Strategies
Florida
$18K +$15.6K +438 New
IRAG
1275
Investment Research & Advisory Group
Georgia
$18K +$16.1K +450 New

SLB Hedge Fund Activity: Q4 2019 in Review

1,353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2019, worth a combined $43.5B — up 18% from $36.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new SLB positions and 103 closed out — a net gain of 73 holders — while 435 added to existing stakes and 625 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $713M.

  • 1,353 institutional investors held SLB Ltd (SLB) as of Q4 2019, up from 1,299 in Q3 2019.
  • Funds reported $43.5B of SLB Ltd stock for Q4 2019, up 18% quarter-over-quarter.
  • 176 funds opened new SLB Ltd positions in Q4 2019 and 103 closed out, a net change of +73 holders.
  • The largest SLB Ltd buyer in Q4 2019 was T. Rowe Price Associates, an estimated $386M added.
  • The largest SLB Ltd seller in Q4 2019 was Massachusetts Financial Services, an estimated $713M sold.

Based on aggregated 13F filings for Q4 2019.