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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
DWA
1651
Delos Wealth Advisors
Texas
-$29.5K -500 Closed
SGC
1652
Slocum, Gordon & Co
Rhode Island
-$29.1K -500 Closed
BCM
1653
BluePath Capital Management
Georgia
-$24.5K -420 Closed
RTC
1654
Riverview Trust Company
Washington
-$24.5K -420 Closed
CSWM
1655
Cassady Schiller Wealth Management
Ohio
-$19.4K -333 Closed
NC
1656
NewSquare Capital
Pennsylvania
-$17.1K -294 Closed
CA
1657
Centerpoint Advisors
Massachusetts
-$17K -293 Closed
HWP
1658
Hibernia Wealth Partners
Louisiana
-$12.4K -213 Closed
Legacy Financial Group (Iowa)
1659
Legacy Financial Group (Iowa)
Iowa
-$10.4K -178 Closed
FC
1660
Family CFO
California
-$8.8K -151 Closed
HCM
1661
Highlander Capital Management
New Jersey
-$9K -150 Closed
TJHA
1662
Thomas J. Herzfeld Advisors
Florida
-$8.04K -138 Closed
RCG
1663
Rock Creek Group
District of Columbia
-$6.82K -117 Closed
ACA
1664
Atlas Capital Advisors
Wyoming
-$5.54K -95 Closed
WFA
1665
West Financial Advisors
Iowa
-$2.57K -44 Closed
BFP
1666
Briaud Financial Planning
Texas
-$2K -41 Closed
GWMIA
1667
Global Wealth Management Investment Advisory
Florida
-$1.75K -30 Closed
RFA
1668
Register Financial Advisors
Georgia
-$1.11K -19 Closed
MIM
1669
Macroview Investment Management
Maryland
-$1.05K -18 Closed
GA
1670
GoalVest Advisory
New York
-$700 -12 Closed
OP
1671
ORG Partners
Indiana
-$699 -12 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.