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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
CAS
1576
CTC Alternative Strategies
Illinois
-$729K -12,500 Closed
WI
1577
WBI Investments
New Jersey
-$674K -11,567 Closed
PFGIA
1578
Patriot Financial Group Insurance Agency
Massachusetts
-$668K -11,460 Closed
TDC
1579
Thompson Davis & Co
Virginia
-$587K -10,075 Closed
KJHP
1580
K.J. Harrison & Partners
Ontario, Canada
-$583K -10,000 Closed
SSWM
1581
Sheets Smith Wealth Management
North Carolina
-$574K -9,847 Closed
BCM
1582
Barometer Capital Management
Ontario, Canada
-$528K -9,050 Closed
CCFCSB
1583
Cape Cod Five Cents Savings Bank
Massachusetts
-$518K -8,880 Closed
SRAM
1584
Spouting Rock Asset Management
Pennsylvania
-$501K -8,597 Closed
SIM
1585
Sentry Investment Management
Wisconsin
-$482K -8,266 Closed
BCM
1586
Bornite Capital Management
New York
-$466K -8,000 Closed
EML
1587
Eos Management LP
New York
-$461K -7,900 Closed
IA
1588
IFG Advisory
Georgia
-$452K -7,748 Closed
MCP
1589
Mirador Capital Partners
California
-$449K -7,708 Closed
ALAM
1590
Asahi Life Asset Management
Japan
-$438K -7,510 Closed
TIMH
1591
Tilt Investment Management Holdings
New York
-$437K -7,500 Closed
GF
1592
Goodman Financial
Texas
-$414K -7,101 Closed
NAM
1593
NTV Asset Management
West Virginia
-$385K -6,607 Closed
IUHSA
1594
Itau Unibanco Holding S.A.
Brazil
-$370K -6,338 Closed
AR
1595
Advisory Research
Illinois
-$366K -6,270 Closed
BIP
1596
Blueprint Investment Partners
North Carolina
-$355K -6,091 Closed
CG
1597
Clarus Group
Texas
-$350K -6,005 Closed
SIM
1598
SSI Investment Management
California
-$349K -5,991 Closed
PCA
1599
Pallas Capital Advisors
Massachusetts
-$300K -5,322 Closed
DCM
1600
Driehaus Capital Management
Illinois
-$295K -5,068 Closed

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.