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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
BG
1251
Bahl & Gaynor
Ohio
$206K +$205K +3,531 New
Winslow Capital Management
1252
Winslow Capital Management
Minnesota
$206K +$205K +3,530 New
TIA
1253
Trust Investment Advisors
Indiana
$205K +$204K +3,518 New
WP
1254
WealthSpring Partners
California
$205K +$204K +3,512 New
PP
1255
Patron Partners
Texas
$205K +$203K +3,509 New
QC
1256
Quaero Capital
Switzerland
$204K +$203K +3,500 New
SCM
1257
SKBA Capital Management
California
$203K +$202K +3,490 New
CIP
1258
Convergence Investment Partners
Florida
$203K +$202K +3,482 New
TT
1259
TI-Trust
Illinois
$202K +$201K +3,468 New
MCM
1260
Mainstay Capital Management
Michigan
$202K -$110K -1,890 -35%
Koshinski Asset Management
1261
Koshinski Asset Management
Illinois
$201K +$200K +3,448 New
TBNY
1262
Trustco Bank (New York)
New York
$200K +$199K +3,439 New
BW
1263
Bison Wealth
Georgia
$200K +$199K +3,439 New
TWM
1264
Tradition Wealth Management
Minnesota
$199K +$4.41K +76 +2%
GRP
1265
Global Retirement Partners
California
$199K +$25.5K +440 +14%
HB
1266
Horizon Bancorp
Indiana
$195K +$71.9K +1,240 +59%
FRA
1267
Front Row Advisors
California
$191K -$2.49K -43 -1%
KLWA
1268
Kelly Lawrence W & Associates
California
$188K
TCOV
1269
Trust Company of Vermont
Vermont
$184K +$55.1K +950 +43%
HCMG
1270
Howard Capital Management Group
California
$174K +$173K +2,983 New
FSWA
1271
Financial Synergies Wealth Advisors
Texas
$172K +$754 +13 +0.4%
WT
1272
Washington Trust
Rhode Island
$171K -$986 -17 -0.6%
EWA
1273
EverSource Wealth Advisors
Alabama
$163K +$18.6K +321 +13%
MPWT
1274
MassMutual Private Wealth & Trust
Connecticut
$162K +$14.1K +243 +10%
FMB
1275
Field & Main Bank
Kentucky
$159K +$2.9K +50 +2%

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.