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Schlumberger
SLB

Overview Fund Activity

1,400 hedge funds and large institutions have $57.8B invested in Schlumberger in 2023 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 515 increasing their positions, 531 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,400
Holders Change
-37
Holders Change %
-2.57%
% of All Funds
22.41%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
0.78%
New
143
Increased
515
Reduced
531
Closed
139
Calls
$939M
Puts
$733M
Net Calls
+$206M
Net Calls Change
+$87.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$352M
2
Capital World Investors
Capital World Investors
California
+$323M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$301M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$160M
5
CWP
Capital Wealth Planning
Florida
+$120M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$383M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$306M
3
Artisan Partners
Artisan Partners
Wisconsin
-$259M
4
State Street
State Street
Massachusetts
-$166M
5
Dodge & Cox
Dodge & Cox
California
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
751
Fox Run Management
Connecticut
$861K +$861K +17,526 New
WF
752
Welch & Forbes
Massachusetts
$858K +$786 +16 +0.1%
SLFPAM
753
St. Louis Financial Planners Asset Management
Missouri
$848K +$848K +17,261 New
FMAEN1
754
Fund Management at Engine No 1
California
$846K +$79.1K +1,610 +10%
RFN
755
RDA Financial Network
Iowa
$845K +$21.3K +434 +3%
PCM
756
Poehling Capital Management
Wisconsin
$845K -$5.35K -109 -0.6%
TRCT
757
Tower Research Capital (TRC)
New York
$841K -$713K -14,526 -46%
CI
758
Cigna Investments
Connecticut
$841K -$14.2K -289 -2%
ACM
759
Allred Capital Management
Texas
$835K +$245 +5 +0%
HWMT
760
Heritage Wealth Management (Texas)
Texas
$832K +$21.6K +439 +3%
MHIC
761
Marble Harbor Investment Counsel
Massachusetts
$830K – – –
SFA
762
Sequoia Financial Advisors
Ohio
$825K +$30.3K +617 +4%
SWM
763
SeaCrest Wealth Management
New York
$824K -$55.5K -1,130 -6%
JWCA
764
J.W. Cole Advisors
Florida
$821K +$88.9K +1,810 +12%
SP
765
Symmetry Partners
Connecticut
$820K – – –
MIS
766
Morningstar Investment Services
Illinois
$820K +$36.9K +758 +5%
CWA
767
Consilium Wealth Advisory
Texas
$804K -$116K -2,366 -13%
HWM
768
HB Wealth Management
Georgia
$793K +$57.3K +1,167 +8%
BTI
769
Blue Trust Inc
Georgia
$791K -$109K -2,039 -12%
CICI
770
Capital Investment Counsel Inc
North Carolina
$788K -$234K -4,771 -23%
PWM
771
Perigon Wealth Management
California
$784K +$19K +386 +2%
UFF
772
USA Financial Formulas
Michigan
$779K +$779K +15,859 New
HIC
773
Harvey Investment Company
Kentucky
$776K – – –
BL
774
Balentine LLC
Georgia
$762K +$81.4K +1,658 +12%
NAS
775
Nicolet Advisory Services
Wisconsin
$761K +$208K +4,200 +38%
29 30
31
32 33