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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
IHWM
1476
Iron Horse Wealth Management
Iowa
$4.42K
RTL
1477
Red Tortoise LLC
Georgia
$4.16K +$380 +7 +10%
AW
1478
Avion Wealth
Texas
$4K -$1.3K -24 -26%
HFS
1479
Hantz Financial Services
Michigan
$4K
FBC
1480
Fairfield, Bush & Co
Connecticut
$3.9K +$4.08K +75 New
BL
1481
BFSG LLC
California
$3.82K +$3.97K +73 New
PCMC
1482
Planning Capital Management Corporation
Pennsylvania
$3.75K +$3.91K +72 New
RFG
1483
REAP Financial Group
Texas
$3.65K +$3.81K +70 New
CPG
1484
Cornerstone Planning Group
New Jersey
$3.5K -$924 -17 -20%
VWA
1485
Valued Wealth Advisors
Utah
$3.46K +$3.21K +59 New
AIC
1486
Archer Investment Corporation
Indiana
$3.33K +$652 +12 +23%
WBC
1487
West Branch Capital
Massachusetts
$3.12K +$3.26K +60 New
DPW
1488
DiNuzzo Private Wealth
Pennsylvania
$3.07K +$3.21K +59 New
TFGT
1489
TS Financial Group (TSFG)
Illinois
$3K
WPA
1490
West Paces Advisors
Georgia
$2.91K +$1.58K +29 +107%
PBK
1491
Peoples Bank (Kansas)
Kansas
$2.86K
TCA
1492
Trifecta Capital Advisors
Illinois
$2.81K
PWMG
1493
Private Wealth Management Group
New Jersey
$2.81K +$2.94K +54 New
TCM
1494
Tradewinds Capital Management
Washington
$2.6K
SWA
1495
SOA Wealth Advisors
New York
$2.52K +$54 +1 +2%
WWM
1496
Wolff Wiese Magana
California
$2.34K
VCM
1497
Versant Capital Management
Arizona
$2.29K +$707 +13 +42%
OSNBOA
1498
Old Second National Bank of Aurora
Illinois
$2.19K
CCMI
1499
Creative Capital Management Investments
California
$2.08K
FFA
1500
Frazier Financial Advisors
Ohio
$2.03K +$2.12K +39 New

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.