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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
HWA
1301
Heritage Wealth Advisors
Virginia
$82.8K
RAM
1302
Readystate Asset Management
Illinois
$82.6K +$86.3K +1,588 New
HBW
1303
Hazlett, Burt & Watson
West Virginia
$81K
SOW
1304
State of Wyoming
Wyoming
$80.1K -$4.18K -77 -5%
HGA
1305
Hobbs Group Advisors
South Carolina
$79.7K +$83.2K +1,531 New
RFG
1306
RFP Financial Group
Georgia
$79.5K -$6.9K -127 -8%
DMBA
1307
Deseret Mutual Benefit Administrators
Utah
$78.4K -$24K -442 -23%
VNA
1308
Valley National Advisers
Pennsylvania
$78K +$544 +10 +0.7%
FFA
1309
First Foundation Advisors
California
$77.6K +$81.1K +1,492 New
GWM
1310
Geneos Wealth Management
Colorado
$76.2K -$25.5K -470 -24%
CJ
1311
Caitlin John
Michigan
$72.7K +$75.6K +1,391 New
AIM
1312
Anchor Investment Management
South Carolina
$68.7K
RFS
1313
Richardson Financial Services
Massachusetts
$67.7K +$70.7K +1,301 New
SIS
1314
Sound Income Strategies
Florida
$65.9K
SCM
1315
Silvant Capital Management
Georgia
$65.7K
Loomis, Sayles & Company
1316
Loomis, Sayles & Company
Massachusetts
$64K -$250K -4,605 -79%
ACA
1317
American Capital Advisory
Idaho
$63K +$65.8K +1,210 New
S
1318
Sachetta
Massachusetts
$62.7K +$65.4K +1,204 New
RBC
1319
Roble Belko & Company
Pennsylvania
$62K
CWM
1320
Compass Wealth Management
Connecticut
$59.8K -$224K -4,125 -78%
LJHT
1321
Laurie J. Hall Trustee
$59K
FPFS
1322
First Personal Financial Services
North Carolina
$57.4K
CAM
1323
Chesapeake Asset Management
New York
$57.2K
BWAM
1324
Boyd Watterson Asset Management
Ohio
$55.2K
MSWM
1325
McGlone Suttner Wealth Management
Wisconsin
$55K +$57.5K +1,057 New

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.