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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
WAP
1276
Wealthcare Advisory Partners
Pennsylvania
$17K +$536 +15 +4%
WQ
1277
Wealth Quarterback
New Jersey
$16.9K +$821K +22,992 New
CDIA
1278
Capital Directions Investment Advisors
Georgia
$16K -$7.14K -200 -33%
BCM
1279
Bourgeon Capital Management
Connecticut
$16K
TFGT
1280
TS Financial Group (TSFG)
Illinois
$16K
HB
1281
Horizon Bancorp
Indiana
$16K +$14.3K +400 New
TCWM
1282
Total Clarity Wealth Management
Illinois
$16K +$14.3K +400 New
LB
1283
Legacy Bridge
Iowa
$15K -$69.2K -1,937 -83%
1832 Asset Management
1284
1832 Asset Management
Ontario, Canada
$15K -$1.64K -46 -11%
JAM
1285
JCIC Asset Management
Ontario, Canada
$15K
FPFS
1286
First Personal Financial Services
North Carolina
$15K +$286 +8 +2%
LWM
1287
Lenox Wealth Management
Ohio
$14K -$893 -25 -7%
FNBOSM
1288
First National Bank of South Miami
Florida
$14K
GSC
1289
G&S Capital
Colorado
$14K
MCM
1290
McMillion Capital Management
North Carolina
$12K -$4.93K -138 -32%
LWM
1291
Liberty Wealth Management
California
$12K -$286 -8 -3%
CAC
1292
Certified Advisory Corp
Florida
$12K +$179 +5 +2%
CBT
1293
Central Bank & Trust
Kentucky
$11K
CI
1294
CX Institutional
Indiana
$11K +$8.18K +229 +545%
KPCM
1295
Kings Point Capital Management
New York
$11K +$10.1K +282 New
CI
1296
Clal Insurance
Israel
$10K -$253K -7,098 -95%
CA
1297
Centerpoint Advisors
Massachusetts
$10K
CAL
1298
Capital Advisors Ltd
Ohio
$9K -$5K -140 -39%
TIM
1299
Tortoise Investment Management
New York
$9K
WWM
1300
Willingdon Wealth Management
North Carolina
$9K +$1.89K +53 +29%

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.