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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
IFAM
1426
Institutional & Family Asset Management
Colorado
$12.1K +$54 +1 +0.4%
DAC
1427
Dividend Assets Capital
South Carolina
$12K -$10.9K -200 -45%
ME
1428
McIlrath & Eck
Washington
$12K
TFM
1429
TFC Financial Management
Massachusetts
$11.8K -$7.45K -137 -38%
NF
1430
Norwood Financial
Pennsylvania
$11.7K -$5.43K -100 -31%
WAS
1431
Winch Advisory Services
Wisconsin
$11.6K +$54 +1 +0.4%
PWMG
1432
Prestige Wealth Management Group
New Jersey
$11.5K +$1.9K +35 +19%
LIWM
1433
Long Island Wealth Management
New York
$11K +$11.7K +215 New
AWM
1434
Abound Wealth Management
Tennessee
$10.9K -$435 -8 -4%
CWM
1435
Cedar Wealth Management
California
$10.4K -$2.72K -50 -20%
FCT
1436
First Community Trust
Iowa
$10.4K
MIM
1437
Manitou Investment Management
Ontario, Canada
$10.4K
USB
1438
Union Savings Bank
Connecticut
$10.2K
FFO
1439
Fortitude Family Office
Arizona
$10.1K +$10.6K +195 New
FFL
1440
Financial Freedom LLC
Ohio
$10.1K
SC
1441
SouthState Corp
Florida
$9.84K -$31K -570 -75%
MFT
1442
Moisand Fitzgerald Tamayo
Florida
$9.58K
PWA
1443
Provenance Wealth Advisors
Florida
$9.47K +$7.45K +137 +304%
BWL
1444
Bogart Wealth LLC
Virginia
$9.37K
LFA
1445
Livelsberger Financial Advisory
Ohio
$9.25K +$9.68K +178 New
AP
1446
Aspect Partners
Virginia
$9.16K +$9.57K +176 New
SWM
1447
Sanctuary Wealth Management
Idaho
$9.11K
FCAS
1448
First Command Advisory Services
Texas
$8.27K
TWD
1449
True Wealth Design
Ohio
$8.17K +$8.53K +157 New
OIA
1450
Optimum Investment Advisors
Illinois
$7.81K -$217 -4 -3%

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.