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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
AWM
1426
Abound Wealth Management
Tennessee
$12.7K -$232 -4 -2%
HWP
1427
Hibernia Wealth Partners
Louisiana
$12.4K +$12.4K +213 New
FCT
1428
First Community Trust
Iowa
$11.7K
WOSD
1429
WFA of San Diego
California
$11.7K
MIM
1430
Manitou Investment Management
Ontario, Canada
$11.7K +$11.6K +200 New
USB
1431
Union Savings Bank
Connecticut
$11.4K
FFL
1432
Financial Freedom LLC
Ohio
$11.4K
PMFA
1433
Plante Moran Financial Advisors
Michigan
$11.1K -$5.33K -92 -33%
PWMG
1434
Prestige Wealth Management Group
New Jersey
$10.8K +$1.33K +23 +14%
MFT
1435
Moisand Fitzgerald Tamayo
Florida
$10.7K -$1.45K -25 -12%
LFASL
1436
Lugano Financial Advisors SA (LFA)
Switzerland
$10.5K -$552K -9,519 -98%
BWL
1437
Bogart Wealth LLC
Virginia
$10.5K
Legacy Financial Group (Iowa)
1438
Legacy Financial Group (Iowa)
Iowa
$10.4K +$10.3K +178 New
SWM
1439
Sanctuary Wealth Management
Idaho
$10.2K
FCAS
1440
First Command Advisory Services
Texas
$9.27K +$9.22K +159 New
FP
1441
Financial Perspectives
Minnesota
$9.24K
HCM
1442
Highlander Capital Management
New Jersey
$9K +$8.7K +150 New
OIA
1443
Optimum Investment Advisors
Illinois
$8.98K +$232 +4 +3%
FC
1444
Family CFO
California
$8.8K +$8.76K +151 New
PAI
1445
Pittenger & Anderson Inc
Nebraska
$8.74K
RL
1446
Rogco LP
Oklahoma
$8.63K +$8.58K +148 New
CT
1447
Caldwell Trust
Florida
$8.45K
TJHA
1448
Thomas J. Herzfeld Advisors
Florida
$8.04K
RMC
1449
Resources Management Corp
Connecticut
$8K
WOC
1450
West Oak Capital
California
$8K

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.