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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
SWM
1301
Sugarloaf Wealth Management
Georgia
$9K +$8.18K +229 New
AWA
1302
Arkadios Wealth Advisors
Georgia
$8.88K +$9.14K +256 New
SFSIG
1303
San Francisco Sentry Investment Group
California
$8K -$117K -3,287 -94%
FFW
1304
Fusion Family Wealth
New York
$8K
PMFA
1305
Plante Moran Financial Advisors
Michigan
$8K
AA
1306
Advisory Alpha
Michigan
$7.85K -$9.32K -261 -57%
LWA
1307
Lenox Wealth Advisors
New York
$7K -$1.36K -38 -19%
LWA
1308
Lowe Wealth Advisors
Maryland
$7K
SIAP
1309
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K +$71 +2 +1%
MF
1310
Manchester Financial
California
$7K +$6.14K +172 New
HWM
1311
HighMark Wealth Management
Minnesota
$7K +$6.43K +180 New
1NWS
1312
1 North Wealth Services
Maryland
$6K
FA
1313
Fortis Advisors
Pennsylvania
$6K
PAI
1314
Pittenger & Anderson Inc
Nebraska
$6K
IWP
1315
IAG Wealth Partners
Wisconsin
$6K +$4.96K +139 New
EWM
1316
EPG Wealth Management
Georgia
$6K +$5.04K +141 New
EWA
1317
Evolution Wealth Advisors
Florida
$6K +$5.43K +152 New
LFA
1318
Lighthouse Financial Advisors
Maryland
$6K +$5.86K +164 New
CWA
1319
Capital Wealth Alliance
Arizona
$6K +$6.53K +183 New
ICOM
1320
Investment Counselors of Maryland
Maryland
$5K
PCFFS
1321
Pacific Center for Financial Services
California
$5K
CI
1322
Cordant Inc
Oregon
$5K +$4.07K +114 New
JSC
1323
Jackson Square Capital
California
$5K +$4.18K +117 New
LAS
1324
Lloyd Advisory Services
Georgia
$5K +$4.5K +126 New
KFS
1325
Kelly Financial Services
Massachusetts
$4.9K

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.