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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
EC
1401
EntryPoint Capital
New York
$18.1K +$18.9K +348 New
HH
1402
HWG Holdings
Texas
$18K -$217 -4 -1%
OLVIG
1403
Oliver Lagore Vanvalin Investment Group
Michigan
$17.4K +$4.78K +88 +36%
CWP
1404
Concord Wealth Partners
Virginia
$17.3K -$13.7K -252 -43%
AWM
1405
Activest Wealth Management
Florida
$17.2K -$34.5K -635 -66%
JEST
1406
JTC Employer Solutions Trustee
Jersey
$17K
OAJ
1407
Ogorek Anthony Joseph
New York
$17K
AAP
1408
Arax Advisory Partners
Colorado
$17K +$109 +2 +0.6%
LF
1409
Lee Financial
Texas
$16.8K
SWC
1410
Spectrum Wealth Counsel
Indiana
$15.6K +$16.3K +300 New
GJIA
1411
Glass Jacobson Investment Advisors
Maryland
$15.5K -$124K -2,289 -88%
MA
1412
MCF Advisors
Kentucky
$15.1K -$11.3K -207 -42%
DMKJ
1413
David M. Knott Jr
$15K
RG
1414
Retirement Group
California
$14.9K
KA
1415
Kozak & Associates
Colorado
$14.8K -$19.7K -363 -54%
BCPWM
1416
Bradley & Co Private Wealth Management
Florida
$14.6K
QL
1417
Quarry LP
New York
$14.6K +$15.2K +280 New
POIA
1418
Pin Oak Investment Advisors
Texas
$14K
BGAI
1419
Bruce G. Allen Investments
Colorado
$13.9K +$14.6K +268 New
NMM
1420
Naples Money Management
Florida
$13.7K +$14.3K +264 New
CAM
1421
Costello Asset Management
Pennsylvania
$13K
OPTFSNA
1422
Old Point Trust & Financial Services N A
Virginia
$12.4K +$13K +239 New
TIM
1423
Tortoise Investment Management
New York
$12.4K -$707 -13 -5%
PPC
1424
Park Place Capital
Alabama
$12.3K -$81.7K -1,504 -86%
PMFA
1425
Plante Moran Financial Advisors
Michigan
$12.2K +$2.39K +44 +23%

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.