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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
CAS
1326
Coppell Advisory Solutions
Texas
$55K -$4.57K -84 -7%
SIM
1327
Studio Investment Management
Illinois
$54.7K
CFFP
1328
Center for Financial Planning
Michigan
$53.8K
AP
1329
Arlington Partners
Alabama
$53.7K -$12.4K -228 -18%
GIA
1330
GHP Investment Advisors
Colorado
$53.5K -$37.8K -695 -40%
TC
1331
Trust Company
Kansas
$52.5K -$10.7K -197 -16%
LA
1332
LM Advisors
California
$52.1K +$54.4K +1,001 New
MMG
1333
Monetary Management Group
Missouri
$52K
SC
1334
Solstein Capital
California
$52K
TCCM
1335
Timber Creek Capital Management
Massachusetts
$52K
RIM
1336
Rockbridge Investment Management
New York
$52K +$54.4K +1,000 New
BWM
1337
Baystate Wealth Management
Massachusetts
$51.8K +$2.99K +55 +6%
JFGIW
1338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.2K +$53.3K +980 New
NICM
1339
Neo Ivy Capital Management
New York
$51K +$53.3K +981 New
GCM
1340
Gables Capital Management
Florida
$49.4K
BONH
1341
Bank of New Hampshire
New Hampshire
$48.4K
LFG
1342
Larson Financial Group
Missouri
$48.4K -$64K -1,177 -56%
TFIPS
1343
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.2K +$50.3K +926 New
AF
1344
Arrow Financial
New York
$47.3K -$42.1K -775 -46%
CTC
1345
Cetera Trust Company
Minnesota
$46.4K +$48.5K +892 New
AI
1346
AXS Investments
New York
$45.2K +$2.01K +37 +4%
HGERS
1347
Householder Group Estate & Retirement Specialist
Arizona
$45K -$2.72K -50 -5%
LB
1348
Legacy Bridge
Iowa
$44.4K +$13.1K +241 +39%
SNB
1349
Security National Bank
Nebraska
$44.2K +$46.2K +850 New
JSAM
1350
J. Safra Asset Management
New York
$42.7K

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.