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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
MCM
1351
MV Capital Management
Maryland
$42.6K +$761 +14 +2%
SPWM
1352
Spartan Planning & Wealth Management
North Carolina
$42.1K -$199K -3,653 -82%
BWP
1353
Baldwin Wealth Partners
Massachusetts
$41.6K
BSB
1354
Bangor Savings Bank
Maine
$41.6K
HFM
1355
Hartford Financial Management
Connecticut
$41.6K
MCA
1356
Maryland Capital Advisors
Maryland
$39K
CMP
1357
Coston McIsaac & Partners
Maine
$39K
PB
1358
Pinnacle Bancorp
Nebraska
$38.8K +$15.9K +292 +64%
AIM
1359
Arcadia Investment Management
Michigan
$38.8K
ANBT
1360
American National Bank & Trust
Texas
$38.7K +$35.7K +656 +745%
AF
1361
Advisornet Financial
Minnesota
$38.7K -$12.2K -224 -23%
CHA
1362
Carmichael Hill & Associates
Maryland
$38.6K -$10.9K -200 -21%
EIM
1363
Essex Investment Management
Massachusetts
$38.5K -$722K -13,280 -95%
TSWM
1364
Tyler-Stone Wealth Management
Ohio
$37.6K +$2.77K +51 +8%
ATC
1365
Adirondack Trust Company
New York
$37.2K
RFA
1366
Resurgent Financial Advisors
Georgia
$37.2K +$15.4K +284 +66%
TFA
1367
Toth Financial Advisory
Virginia
$37.1K
AAG
1368
Armstrong Advisory Group
Massachusetts
$36.7K -$27.2K -500 -41%
RCM
1369
Raleigh Capital Management
North Carolina
$35.2K +$10.8K +199 +42%
JWM
1370
Janiczek Wealth Management
Colorado
$34K +$32.7K +602 +1,180%
HRC
1371
Hoertkorn Richard Charles
$33.8K
RA
1372
Rational Advisors
New York
$33.1K
PSB
1373
Piscataqua Savings Bank
New Hampshire
$32.6K
TCG
1374
Transcendent Capital Group
Oklahoma
$31.7K +$33.2K +610 New
GTAM
1375
Global Trust Asset Management
Florida
$30.6K

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.