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1,159 hedge funds and large institutions have $34.6B invested in SLB Ltd in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 407 increasing their positions, 426 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 90

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

20% more capital invested

Capital invested by funds: $28.9B → $34.6B (+$5.68B)

3% more funds holding

Funds holding: 1,1231,159 (+36)

1.26% more ownership

Funds ownership: 76.2%77.46% (+1.3%)

3% more call options, than puts

Call options by funds: $807M | Put options by funds: $784M

4% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 426

Holders
1,159
Holders Change
+36
Holders Change %
+3.21%
% of All Funds
20.17%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
135
Increased
407
Reduced
426
Closed
90
Calls
$807M
Puts
$784M
Net Calls
+$23.3M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
801
Oxford Financial Group
Indiana
$313K
IF
802
Intrua Financial
Texas
$312K +$9.22K +300 +3%
AIC
803
Ameritas Investment Company
Nebraska
$309K +$29K +944 +30%
9WM
804
9258 Wealth Management
Ohio
$308K +$46.3K +1,508 +19%
WJWM
805
Williams Jones Wealth Management
New York
$307K -$2.43K -79 -0.8%
PWMG
806
Prestige Wealth Management Group
New Jersey
$305K +$11.8K +383 +4%
AAM
807
Aureus Asset Management
Massachusetts
$302K -$337K -10,984 -54%
PWM
808
Perigon Wealth Management
California
$301K +$31.5K +1,025 +12%
1SB
809
1ST Source Bank
Indiana
$300K +$56.4K +1,835 +24%
Bank Julius Baer & Co
810
Bank Julius Baer & Co
Switzerland
$299K +$287K +9,341 New
Cerity Partners
811
Cerity Partners
New York
$296K -$8.48K -276 -3%
WPW
812
Warther Private Wealth
Ohio
$296K +$275K +8,940 New
CBN
813
Cadence Bank NA
Texas
$295K +$1.32K +43 +0.5%
WP
814
WealthSource Partners
California
$294K -$16.3K -532 -5%
IRC
815
Investors Research Corp
Georgia
$293K
PPP
816
Private Portfolio Partners
New Jersey
$293K +$281K +9,150 New
BHWM
817
Bar Harbor Wealth Management
New Hampshire
$291K -$4.61K -150 -2%
GD
818
Grandfield & Dodd
New York
$290K -$768 -25 -0.3%
WAP
819
Wealthcare Advisory Partners
Pennsylvania
$290K +$6.24K +203 +2%
SPC
820
Sigma Planning Corp
Michigan
$289K +$26.2K +853 +10%
HSA
821
HBK Sorce Advisory
Pennsylvania
$288K -$5.22K -170 -2%
PFSC
822
Peoples Financial Services Corp
Pennsylvania
$288K -$3.07K -100 -1%
PFWA
823
Paces Ferry Wealth Advisors
Georgia
$288K -$830 -27 -0.3%
JF
824
Jump Financial
Illinois
$288K +$5.56K +181 +2%
CIA
825
Capital Investment Advisors
Georgia
$286K -$492 -16 -0.2%

SLB Hedge Fund Activity: Q2 2021 in Review

1,159 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SLB Ltd (SLB) for Q2 2021, worth a combined $34.6B — up 20% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new SLB positions and 90 closed out — a net gain of 45 holders — while 407 added to existing stakes and 426 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $319M. The largest seller was BlackRock, cutting an estimated $413M.

  • 1,159 institutional investors held SLB Ltd (SLB) as of Q2 2021, up from 1,123 in Q1 2021.
  • Funds reported $34.6B of SLB Ltd stock for Q2 2021, up 20% quarter-over-quarter.
  • 135 funds opened new SLB Ltd positions in Q2 2021 and 90 closed out, a net change of +45 holders.
  • The largest SLB Ltd buyer in Q2 2021 was Allianz Asset Management, an estimated $319M added.
  • The largest SLB Ltd seller in Q2 2021 was BlackRock, an estimated $413M sold.

Based on aggregated 13F filings for Q2 2021.