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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
PAI
1451
Pittenger & Anderson Inc
Nebraska
$7.81K
RL
1452
Rogco LP
Oklahoma
$7.7K
CT
1453
Caldwell Trust
Florida
$7.55K
MCM
1454
Manchester Capital Management
Vermont
$7.44K +$7.77K +143 New
RMC
1455
Resources Management Corp
Connecticut
$7K
WOC
1456
West Oak Capital
California
$7K
FP
1457
Financial Perspectives
Minnesota
$6.76K -$1.58K -29 -18%
SA
1458
Scarborough Advisors
Maryland
$6.5K +$6.79K +125 New
CFS
1459
CGC Financial Services
Oregon
$6.25K
JGIA
1460
Jackson Grant Investment Advisers
Connecticut
$6.25K
LTI
1461
Laffer Tengler Investments
Tennessee
$5.99K +$6.25K +115 New
SIC
1462
SJS Investment Consulting
Ohio
$5.88K -$598 -11 -9%
BHWM
1463
Beaird Harris Wealth Management
Texas
$5.72K +$4.46K +82 +293%
SN
1464
Sittner & Nelson
Oregon
$5.67K
BAM
1465
Bellevue Asset Management
Washington
$5.47K +$54 +1 +1%
CIA
1466
Cape Investment Advisory
Georgia
$5.41K
DF
1467
Dunhill Financial
United Kingdom
$5.27K +$5.49K +101 New
1832 Asset Management
1468
1832 Asset Management
Ontario, Canada
$5.2K -$239M -4,392,154 -100%
AWM
1469
Able Wealth Management
New Jersey
$5.15K +$5.38K +99 New
KFP
1470
Keener Financial Planning
Texas
$5K +$5.05K +93 New
WIA
1471
Wetzel Investment Advisors
Indiana
$5K +$5.43K +100 New
GAMC
1472
Garner Asset Management Corp
Texas
$4.74K +$5.43K +100 New
FRA
1473
Front Row Advisors
California
$4.71K -$173K -3,178 -97%
DIP
1474
DT Investment Partners
Pennsylvania
$4.54K
PO
1475
Private Ocean
California
$4.47K

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.