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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
BAM
1501
Byrne Asset Management
New Jersey
$2.02K
PCTC
1502
Perkins Coie Trust Company
Washington
$1.98K -$4.13K -76 -67%
PS
1503
Planned Solutions
California
$1.93K +$2.01K +37 New
TAM
1504
Tucker Asset Management
Colorado
$1.77K
AIMA
1505
Ables Iannone Moore & Associates
Georgia
$1.61K +$1.69K +31 New
GWMI
1506
Guardian Wealth Management (Illinois)
Illinois
$1.58K
DFA
1507
DHJJ Financial Advisors
Illinois
$1.56K
EWM
1508
Evermay Wealth Management
Virginia
$1.41K +$707 +13 +93%
TWP
1509
TFO Wealth Partners
Ohio
$1.15K
GPFA
1510
Game Plan Financial Advisors
Ohio
$1.04K +$1.09K +20 New
HWM
1511
HighMark Wealth Management
Minnesota
$1.02K -$1.69K -31 -61%
FRA
1512
Frank Rimerman Advisors
California
$937 +$978 +18 New
PA
1513
Pineridge Advisors
Missouri
$937 +$978 +18 New
VAG
1514
VisionPoint Advisory Group
Texas
$937 +$978 +18 New
CAM
1515
ClariVest Asset Management
California
$888
SIS
1516
Strategic Investment Solutions
Illinois
$801 +$815 +15 New
FSWA
1517
Financial Synergies Wealth Advisors
Texas
$749 -$159K -2,933 -100%
FG
1518
Fairman Group
Pennsylvania
$736 +$761 +14 New
TC
1519
Truvestments Capital
Florida
$729
MSG
1520
Main Street Group
Virginia
$702 +$707 +13 New
IPW
1521
Impact Partnership Wealth
Georgia
$624 -$28K -516 -98%
LOIP
1522
Live Oak Investment Partners
Texas
$572
RS
1523
Rakuten Securities
Japan
$520 +$544 +10 New
HWP
1524
Highline Wealth Partners
California
$264
FGAM
1525
Financial Gravity Asset Management
Texas
$141

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.