We are live on ! Find out more

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
SPWM
851
Schrum Private Wealth Management
Florida
$584K +$2.19K +46 +0.4%
PSP
852
Principal Street Partners
Tennessee
$583K +$88.1K +1,848 +18%
IAS
853
Investment Advisory Services
Texas
$579K -$2.67K -56 -0.5%
IDBONY
854
Israel Discount Bank of New York
New York
$578K -$101K -2,127 -15%
SS
855
Sunbelt Securities
Texas
$576K +$262K +5,492 +88%
CICI
856
Capital Investment Counsel Inc
North Carolina
$575K -$207K -4,343 -27%
TC
857
TownSquare Capital
Utah
$574K +$99.9K +2,095 +22%
ISL
858
Ingalls & Snyder LLC
New York
$572K
MM
859
MQS Management
New York
$571K +$358K +7,509 +183%
ATPW
860
Ashton Thomas Private Wealth
Arizona
$570K -$26K -546 -4%
PFGIA
861
Patriot Financial Group Insurance Agency
Massachusetts
$569K +$43.3K +908 +9%
CNBTD
862
Citizens National Bank Trust Department
Mississippi
$568K -$2.86K -60 -0.5%
LSAG
863
Lake Street Advisors Group
New Hampshire
$568K -$1.05K -22 -0.2%
WSCM
864
Wellington Shields Capital Management
New York
$565K +$141K +2,965 +35%
LWAM
865
Legacy Wealth Asset Management
Minnesota
$564K -$70.9K -1,486 -11%
STA
866
Summit Trail Advisors
New York
$562K +$273K +5,716 +101%
LW
867
Linscomb Wealth
Texas
$562K -$68.7K -1,440 -11%
CIM
868
Contravisory Investment Management
Massachusetts
$553K -$8.72M -182,962 -94%
EWM
869
Evercore Wealth Management
New York
$552K +$68.4K +1,435 +15%
WSC
870
Wellington Shields & Co
New York
$550K +$238K +5,000 +81%
IIM
871
Ipswich Investment Management
Massachusetts
$548K
VSQM
872
V-Square Quantitative Management
Illinois
$544K +$4.82K +101 +0.9%
CK
873
Cohen Klingenstein
New York
$540K
BCM
874
Brasada Capital Management
Texas
$540K +$47.7K +1,000 +10%
PVH
875
Psagot Value Holdings
Israel
$540K -$19.1K -400 -3%

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.