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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
CHC
1401
City Holding Co
West Virginia
$22.3K
Jones Financial Companies
1402
Jones Financial Companies
Missouri
$21.5K
TFM
1403
TFC Financial Management
Massachusetts
$21.2K +$13.3K +230 +173%
SL
1404
Salomon & Ludwin
Virginia
$20.9K +$20.8K +359 New
HH
1405
HWG Holdings
Texas
$20.3K +$20.2K +349 New
OAJ
1406
Ogorek Anthony Joseph
New York
$20K
CSWM
1407
Cassady Schiller Wealth Management
Ohio
$19.4K +$19.3K +333 New
JEST
1408
JTC Employer Solutions Trustee
Jersey
$19K
AAP
1409
Arax Advisory Partners
Colorado
$19K
NF
1410
Norwood Financial
Pennsylvania
$18.9K
LF
1411
Lee Financial
Texas
$18.9K
NC
1412
NewSquare Capital
Pennsylvania
$17.1K +$16.2K +279 +1,860%
CA
1413
Centerpoint Advisors
Massachusetts
$17K
DMKJ
1414
David M. Knott Jr
$17K
RG
1415
Retirement Group
California
$16.7K -$4.99K -86 -23%
BCPWM
1416
Bradley & Co Private Wealth Management
Florida
$16.3K
POIA
1417
Pin Oak Investment Advisors
Texas
$16K +$116 +2 +0.8%
BCMLT
1418
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K
TIM
1419
Tortoise Investment Management
New York
$14.6K +$522 +9 +4%
CAM
1420
Costello Asset Management
Pennsylvania
$14.6K -$5.8K -100 -29%
CWM
1421
Cedar Wealth Management
California
$14.6K
OLVIG
1422
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K -$522 -9 -4%
IFAM
1423
Institutional & Family Asset Management
Colorado
$13.5K +$58 +1 +0.4%
ME
1424
McIlrath & Eck
Washington
$13.4K +$13.3K +230 New
WAS
1425
Winch Advisory Services
Wisconsin
$13K +$58 +1 +0.5%

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.