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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
STC
1601
Sarah T. Connolly
-$286K -4,900 Closed
BCA
1602
Bay Colony Advisors
Massachusetts
-$281K -4,819 Closed
PWP
1603
Phillips Wealth Planners
Mississippi
-$284K -4,734 Closed
ZIC
1604
ZWJ Investment Counsel
Georgia
-$269K -4,609 Closed
HNWAG
1605
High Net Worth Advisory Group
Florida
-$260K -4,468 Closed
BWP
1606
Balboa Wealth Partners
Arizona
-$260K -4,465 Closed
TWP
1607
Tower Wealth Partners
Pennsylvania
-$260K -4,457 Closed
GIA
1608
Guyasuta Investment Advisors
Pennsylvania
-$256K -4,386 Closed
WPP
1609
Whalerock Point Partners
Rhode Island
-$255K -4,371 Closed
HWA
1610
HCR Wealth Advisors
California
-$249K -4,275 Closed
LIA
1611
LS Investment Advisors
Michigan
-$245K -4,210 Closed
DFG
1612
Delta Financial Group
New Jersey
-$245K -4,209 Closed
SFO
1613
Stokes Family Office
Louisiana
-$244K -4,183 Closed
OCPWS
1614
One Charles Private Wealth Services
Massachusetts
-$227K -3,900 Closed
PP
1615
PDS Planning
Ohio
-$227K -3,896 Closed
PIP
1616
Peachtree Investment Partners
Florida
-$225K -3,859 Closed
QFA
1617
Quantum Financial Advisors
California
-$223K -3,832 Closed
AWM
1618
Accurate Wealth Management
Florida
-$228K -3,790 Closed
FWM
1619
Forza Wealth Management
Florida
-$220K -3,776 Closed
AA
1620
Argent Advisors
Louisiana
-$218K -3,740 Closed
FCB
1621
First County Bank
Connecticut
-$217K -3,720 Closed
AFT
1622
Alpha Family Trust
California
-$215K -3,695 Closed
SL
1623
Summitry LLC
California
-$215K -3,685 Closed
BFO
1624
Boston Family Office
Massachusetts
-$215K -3,683 Closed
AI
1625
Accredited Investors
Minnesota
-$215K -3,680 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.