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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
BFM
1626
Boston Financial Management
Massachusetts
-$214K -3,673 Closed
CFP
1627
Catalyst Financial Partners
Massachusetts
-$214K -3,667 Closed
HA
1628
HFG Advisors
Ohio
-$213K -3,659 Closed
CW
1629
Channel Wealth
California
-$213K -3,657 Closed
BFA
1630
Bragg Financial Advisors
North Carolina
-$213K -3,649 Closed
MPPW
1631
Mitchell & Pahl Private Wealth
Oklahoma
-$212K -3,640 Closed
WIA
1632
Westbourne Investment Advisors
Maryland
-$207K -3,550 Closed
PCA
1633
Peddock Capital Advisors
Massachusetts
-$206K -3,538 Closed
BSA
1634
Bull Street Advisors
Georgia
-$206K -3,533 Closed
BG
1635
Bahl & Gaynor
Ohio
-$206K -3,531 Closed
TIA
1636
Trust Investment Advisors
Indiana
-$205K -3,518 Closed
QC
1637
Quaero Capital
Switzerland
-$204K -3,500 Closed
SCM
1638
SKBA Capital Management
California
-$203K -3,490 Closed
CIP
1639
Convergence Investment Partners
Florida
-$203K -3,482 Closed
TT
1640
TI-Trust
Illinois
-$202K -3,468 Closed
Koshinski Asset Management
1641
Koshinski Asset Management
Illinois
-$201K -3,448 Closed
TBNY
1642
Trustco Bank (New York)
New York
-$200K -3,439 Closed
HCMG
1643
Howard Capital Management Group
California
-$174K -2,983 Closed
HFM
1644
Harvest Fund Management
China
-$118K -2,023 Closed
FAM
1645
Flaharty Asset Management
Florida
-$95.1K -1,632 Closed
WWP
1646
WR Wealth Planners
Missouri
-$69.1K -1,186 Closed
CCP
1647
Carmel Capital Partners
California
-$51.8K -888 Closed
SFCL
1648
Strengthening Families & Communities LLC
Massachusetts
-$50K -850 Closed
EFMH
1649
E Fund Management (HK)
Hong Kong
-$49K -846 Closed
HMS
1650
Hanseatic Management Services
New Mexico
-$40.5K -695 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.