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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
HWM
1476
HighMark Wealth Management
Minnesota
$2.95K -$2.09K -36 -41%
TCM
1477
Tradewinds Capital Management
Washington
$2.92K
SWA
1478
SOA Wealth Advisors
New York
$2.83K
WWM
1479
Wolff Wiese Magana
California
$2.62K
PWA
1480
Provenance Wealth Advisors
Florida
$2.62K +$2.61K +45 New
WFA
1481
West Financial Advisors
Iowa
$2.57K
OSNBOA
1482
Old Second National Bank of Aurora
Illinois
$2.45K
CCMI
1483
Creative Capital Management Investments
California
$2.33K
BAM
1484
Byrne Asset Management
New Jersey
$2K
BFP
1485
Briaud Financial Planning
Texas
$2K +$2.38K +41 New
TAM
1486
Tucker Asset Management
Colorado
$1.98K +$522 +9 +36%
VCM
1487
Versant Capital Management
Arizona
$1.81K
GWMI
1488
Guardian Wealth Management (Illinois)
Illinois
$1.76K
GWMIA
1489
Global Wealth Management Investment Advisory
Florida
$1.75K
DFA
1490
DHJJ Financial Advisors
Illinois
$1.75K +$1.74K +30 New
BHWM
1491
Beaird Harris Wealth Management
Texas
$1.63K -$580 -10 -26%
WPA
1492
West Paces Advisors
Georgia
$1.57K
RFA
1493
Register Financial Advisors
Georgia
$1.11K +$1.1K +19 New
TWP
1494
TFO Wealth Partners
Ohio
$1.08K
MIM
1495
Macroview Investment Management
Maryland
$1.05K +$1.04K +18 New
CAM
1496
ClariVest Asset Management
California
$1K +$986 +17 New
EWM
1497
Evermay Wealth Management
Virginia
$817 +$812 +14 New
TC
1498
Truvestments Capital
Florida
$816
GA
1499
GoalVest Advisory
New York
$700 +$696 +12 New
OP
1500
ORG Partners
Indiana
$699 -$57.9K -999 -99%

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.