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1,429 hedge funds and large institutions have $56.7B invested in SLB Ltd in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 525 increasing their positions, 555 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 97

11% more call options, than puts

Call options by funds: $712M | Put options by funds: $639M

1% more funds holding

Funds holding: 1,4081,429 (+21)

2% less capital invested

Capital invested by funds: $57.9B → $56.7B (-$1.17B)

5% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 555

3.34% less ownership

Funds ownership: 84.17%80.83% (-3.3%)

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

Holders
1,429
Holders Change
+21
Holders Change %
+1.49%
% of All Funds
22.44%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.74%
New
128
Increased
525
Reduced
555
Closed
97
Calls
$712M
Puts
$639M
Net Calls
+$73.4M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
651
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.49M +$12.2K +255 +0.8%
JF
652
Jump Financial
Illinois
$1.48M +$76.5K +1,604 +6%
MAS
653
Meeder Advisory Services
Ohio
$1.46M -$47.4K -995 -3%
PAS
654
Park Avenue Securities
New York
$1.46M +$460K +9,657 +48%
SNBOSD
655
Security National Bank of So Dak
Iowa
$1.44M +$1.4M +29,413 New
NW
656
NewEdge Wealth
Pennsylvania
$1.44M +$1.39M +29,218 New
NWM
657
NEIRG Wealth Management
Massachusetts
$1.42M -$127K -2,664 -8%
VFA
658
Valeo Financial Advisors
Indiana
$1.41M -$10.5K -220 -0.8%
RHP
659
Royal Harbor Partners
Texas
$1.38M -$3.72K -78 -0.3%
BFS
660
Bradley Foster & Sargent
Connecticut
$1.37M +$129K +2,704 +11%
LOAMS
661
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.35M +$204K +4,268 +18%
BBA
662
BLB&B Advisors
Pennsylvania
$1.35M -$142K -2,978 -10%
CS
663
Comerica Securities
Michigan
$1.35M -$102K -2,135 -7%
CA
664
Cornerstone Advisors
North Carolina
$1.35M
TSS
665
Thomas Story & Son
Indiana
$1.33M
NRG
666
Nemes Rush Group
Michigan
$1.33M +$1.29M +27,099 New
TNA
667
True North Advisors
Texas
$1.33M -$464K -9,733 -26%
PVM
668
Palogic Value Management
Texas
$1.33M +$32.4K +680 +3%
NRS
669
Neville Rodie & Shaw
New York
$1.31M -$25K -525 -2%
CT
670
Clearstead Trust
Maine
$1.31M +$11.1K +232 +0.9%
SWS
671
SYSTM Wealth Solutions
Illinois
$1.31M +$24.5K +514 +2%
RJT
672
Raymond James Trust
Florida
$1.3M -$68.4K -1,434 -5%
KWM
673
Kingsview Wealth Management
Oregon
$1.3M -$2.8M -58,758 -69%
QCM
674
Qsemble Capital Management
New York
$1.3M +$1.26M +26,400 New
DT
675
Diversified Trust
Tennessee
$1.29M +$626K +13,138 +100%

SLB Hedge Fund Activity: Q2 2023 in Review

1,429 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q2 2023, worth a combined $56.7B — down 2% from $57.9B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SLB positions and 97 closed out — a net gain of 31 holders — while 525 added to existing stakes and 555 trimmed.

The largest buyer was Capital World Investors, adding an estimated $948M. The largest seller was OFI Invest Asset Management, cutting an estimated $1.7B.

  • 1,429 institutional investors held SLB Ltd (SLB) as of Q2 2023, up from 1,408 in Q1 2023.
  • Funds reported $56.7B of SLB Ltd stock for Q2 2023, down 2% quarter-over-quarter.
  • 128 funds opened new SLB Ltd positions in Q2 2023 and 97 closed out, a net change of +31 holders.
  • The largest SLB Ltd buyer in Q2 2023 was Capital World Investors, an estimated $948M added.
  • The largest SLB Ltd seller in Q2 2023 was OFI Invest Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2023.