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1,502 hedge funds and large institutions have $68.9B invested in SLB Ltd in 2023 Q3 according to their latest regulatory filings, with 184 funds opening new positions, 528 increasing their positions, 572 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 96

21% more capital invested

Capital invested by funds: $56.7B → $68.9B (+$12.2B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

5% more funds holding

Funds holding: 1,4291,502 (+73)

2.1% more ownership

Funds ownership: 80.83%82.93% (+2.1%)

5% less call options, than puts

Call options by funds: $927M | Put options by funds: $976M

8% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 572

Holders
1,502
Holders Change
+73
Holders Change %
+5.11%
% of All Funds
23.84%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.86%
New
184
Increased
528
Reduced
572
Closed
96
Calls
$927M
Puts
$976M
Net Calls
-$49M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1376
Concord Wealth Partners
Virginia
$34K
GKIM
1377
GW&K Investment Management
Massachusetts
$33K +$7.83K +135 +31%
JWA
1378
JFS Wealth Advisors
Pennsylvania
$31.5K -$116 -2 -0.4%
ITIM
1379
Indiana Trust & Investment Management
Indiana
$31.4K +$31.3K +539 New
HCM
1380
Horrell Capital Management
Arkansas
$31K
IPW
1381
Impact Partnership Wealth
Georgia
$30.8K -$6.03K -104 -16%
AP
1382
Atwood & Palmer
Missouri
$29.7K
DWA
1383
Delos Wealth Advisors
Texas
$29.5K
SGC
1384
Slocum, Gordon & Co
Rhode Island
$29.1K
CAC
1385
Core Alternative Capital
Georgia
$29.1K
MA
1386
MCF Advisors
Kentucky
$29K +$26.7K +461 +1,356%
WIM
1387
Westside Investment Management
California
$28.7K
DAM
1388
Delta Asset Management
Tennessee
$28K
RCM
1389
Raleigh Capital Management
North Carolina
$27.8K +$10.2K +176 +58%
PB
1390
Pinnacle Bancorp
Nebraska
$26.5K
DAC
1391
Dividend Assets Capital
South Carolina
$26K
RFA
1392
Resurgent Financial Advisors
Georgia
$25.1K -$11.3K -194 -31%
BCM
1393
BluePath Capital Management
Georgia
$24.5K +$24.4K +420 New
RTC
1394
Riverview Trust Company
Washington
$24.5K +$7.66K +132 +46%
HCA
1395
Heck Capital Advisors
Wisconsin
$24.2K +$24.1K +415 New
BLC
1396
Brown, Lisle/Cummings
Rhode Island
$23.3K
LFA
1397
Level Financial Advisors
New York
$23.3K
SFG
1398
Steward Financial Group
Texas
$23K +$1.39K +24 +6%
BIA
1399
Bell Investment Advisors
California
$22.4K +$928 +16 +4%
PFA
1400
Pathway Financial Advisers
Indiana
$22.3K +$22.2K +383 New

SLB Hedge Fund Activity: Q3 2023 in Review

1,502 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q3 2023, worth a combined $68.9B — up 21% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SLB positions and 96 closed out — a net gain of 88 holders — while 528 added to existing stakes and 572 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.48B. The largest seller was Fisher Asset Management, cutting an estimated $404M.

  • 1,502 institutional investors held SLB Ltd (SLB) as of Q3 2023, up from 1,429 in Q2 2023.
  • Funds reported $68.9B of SLB Ltd stock for Q3 2023, up 21% quarter-over-quarter.
  • 184 funds opened new SLB Ltd positions in Q3 2023 and 96 closed out, a net change of +88 holders.
  • The largest SLB Ltd buyer in Q3 2023 was T. Rowe Price Associates, an estimated $2.48B added.
  • The largest SLB Ltd seller in Q3 2023 was Fisher Asset Management, an estimated $404M sold.

Based on aggregated 13F filings for Q3 2023.