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1,353 hedge funds and large institutions have $43.5B invested in SLB Ltd in 2019 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 625 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 103

18% more capital invested

Capital invested by funds: $36.8B → $43.5B (+$6.76B)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 1,2991,353 (+54)

0.45% more ownership

Funds ownership: 77.75%78.2% (+0.45%)

15% less call options, than puts

Call options by funds: $858M | Put options by funds: $1.01B

30% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 625

Holders
1,353
Holders Change
+54
Holders Change %
+4.16%
% of All Funds
26.66%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.43%
New
176
Increased
435
Reduced
625
Closed
103
Calls
$858M
Puts
$1.01B
Net Calls
-$147M
Net Calls Change
+$95M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
1426
Itau Unibanco Holding S.A.
Brazil
-$246K -6,214 Closed
PP
1427
Prudential plc
United Kingdom
-$207K -6,078 Closed
FNBT
1428
FineMark National Bank & Trust
Florida
-$204K -5,976 Closed
MF
1429
MHI Funds
New York
-$186K -5,430 Closed
CIAS
1430
Capital Investment Advisory Services
North Carolina
-$152K -4,451 Closed
ST
1431
Sageworth Trust
Pennsylvania
-$122K -3,574 Closed
DP
1432
Denver PWM
Colorado
-$99.4K -2,938 Closed
WCM
1433
Whitener Capital Management
North Carolina
-$67K -1,962 Closed
TC
1434
Truvestments Capital
Florida
-$49K -1,422 Closed
PCM
1435
Princeton Capital Management
New Jersey
-$40K -1,180 Closed
GSWM
1436
Golden State Wealth Management
California
-$39K -1,147 Closed
QCIG
1437
Quad-Cities Investment Group
Iowa
-$20K -600 Closed
SWP
1438
Strategic Wealth Partners
Ohio
-$15 -481 Closed
AAP
1439
Arax Advisory Partners
Colorado
-$16K -463 Closed
PFO
1440
Pathstone Family Office
New Jersey
-$12K -350 Closed
VCM
1441
Versant Capital Management
Arizona
-$10.1K -282 -98%
KWA
1442
KCS Wealth Advisory
California
-$9.6K -281 Closed
GWAG
1443
Garrett Wealth Advisory Group
Texas
-$7.45K -218 Closed
MAM
1444
Marquette Asset Management
Minnesota
-$5K -150 Closed
TFA
1445
Toth Financial Advisory
Virginia
-$4K -108 Closed
BCI
1446
Brinker Capital Investments
Pennsylvania
-$4K -105 Closed
RTC
1447
Riverview Trust Company
Washington
-$4K -105 Closed
NIC
1448
Northwest Investment Counselors
Oregon
-$3K -100 Closed
HCM
1449
Hilton Capital Management
New York
-$3K -80 Closed
NL
1450
NVWM LLC
Pennsylvania
-$2K -50 Closed

SLB Hedge Fund Activity: Q4 2019 in Review

1,353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q4 2019, worth a combined $43.5B — up 18% from $36.8B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new SLB positions and 103 closed out — a net gain of 73 holders — while 435 added to existing stakes and 625 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $386M. The largest seller was Massachusetts Financial Services, cutting an estimated $713M.

  • 1,353 institutional investors held SLB Ltd (SLB) as of Q4 2019, up from 1,299 in Q3 2019.
  • Funds reported $43.5B of SLB Ltd stock for Q4 2019, up 18% quarter-over-quarter.
  • 176 funds opened new SLB Ltd positions in Q4 2019 and 103 closed out, a net change of +73 holders.
  • The largest SLB Ltd buyer in Q4 2019 was T. Rowe Price Associates, an estimated $386M added.
  • The largest SLB Ltd seller in Q4 2019 was Massachusetts Financial Services, an estimated $713M sold.

Based on aggregated 13F filings for Q4 2019.