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1,123 hedge funds and large institutions have $28.9B invested in SLB Ltd in 2021 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 362 increasing their positions, 425 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 89

62% more call options, than puts

Call options by funds: $719M | Put options by funds: $445M

25% more capital invested

Capital invested by funds: $23.1B → $28.9B (+$5.79B)

6% more funds holding

Funds holding: 1,0611,123 (+62)

0.26% more ownership

Funds ownership: 75.94%76.2% (+0.26%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

15% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 425

Holders
1,123
Holders Change
+62
Holders Change %
+5.84%
% of All Funds
19.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
160
Increased
362
Reduced
425
Closed
89
Calls
$719M
Puts
$445M
Net Calls
+$274M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
851
Menard Financial Group
Texas
$215K +$208K +7,910 New
EGA
852
E&G Advisors
Texas
$213K +$206K +7,835 New
NAS
853
Nicolet Advisory Services
Wisconsin
$212K +$205K +7,781 New
NERM
854
New England Research & Management
Illinois
$211K +$204K +7,746 New
OSAM
855
O'Shaughnessy Asset Management
Connecticut
$210K +$107K +4,054 +110%
MC
856
Middleton & Co
Massachusetts
$207K +$200K +7,600 New
BHIA
857
Birch Hill Investment Advisors
Massachusetts
$207K +$201K +7,625 New
WW
858
Westshore Wealth
California
$206K +$200K +7,579 New
JC
859
Jacobs & Co
California
$205K -$49.9K -1,894 -20%
1SB
860
1ST Source Bank
Indiana
$205K +$198K +7,537 New
IWM
861
IHT Wealth Management
Illinois
$204K +$197K +7,486 New
FIA
862
Foundations Investment Advisors
Arizona
$202K +$195K +7,391 New
DAS
863
Dynamic Advisor Solutions
Arizona
$200K -$114K -4,340 -37%
GI
864
Gradient Investments
Minnesota
$190K -$59.2K -2,248 -24%
LWANC
865
Laurel Wealth Advisors (North Carolina)
North Carolina
$186K
APP
866
Alpha Paradigm Partners
Illinois
$182K -$145K -5,502 -45%
CB
867
Community Bank
New York
$180K -$25.2K -957 -13%
PFBT
868
Parkside Financial Bank & Trust
Missouri
$180K +$1.71K +65 +1%
BCWM
869
Bartlett & Co Wealth Management
Ohio
$178K
BC
870
Bartlett & Co
Ohio
$177K
ST
871
Smithfield Trust
Pennsylvania
$176K
CB
872
CNB Bank
Pennsylvania
$175K -$4K -152 -2%
CTC
873
Central Trust Company
Missouri
$170K -$50.6K -1,921 -23%
GWS
874
Glassman Wealth Services
Virginia
$168K +$1.16K +44 +0.7%
CAL
875
Capital Analysts LLC
Pennsylvania
$167K +$158K +5,995 +3,633%