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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
SAM
901
Sawgrass Asset Management
Florida
$501K -$28.5K -597 -6%
HT
902
Heritage Trust
Oklahoma
$500K +$64K +1,343 +15%
NHC
903
Nicholas Hoffman & Company
Georgia
$500K -$13.8K -289 -3%
KA
904
KLCM Advisors
Wisconsin
$499K +$5.72K +120 +1%
MA
905
Montag & Associates
Georgia
$499K -$99.2K -2,080 -17%
JIC
906
Johnson Investment Counsel
Ohio
$498K -$69.3K -1,453 -13%
FIA
907
Foundations Investment Advisors
Arizona
$493K +$89K +1,867 +23%
Hudson Bay Capital Management
908
Hudson Bay Capital Management
Connecticut
$491K
LI
909
Lafayette Investments
Maryland
$491K
RFO
910
RiverGlades Family Offices
Florida
$491K
SIC
911
Shoker Investment Counsel
Ohio
$491K
SCP
912
Silverleafe Capital Partners
Tennessee
$491K
WWM
913
Western Wealth Management
Colorado
$491K -$113K -2,371 -19%
DAS
914
Dynamic Advisor Solutions
Arizona
$490K +$80.8K +1,695 +20%
CCM
915
Cohen Capital Management
California
$488K
DG
916
DMC Group
Alabama
$486K -$55.3K -1,159 -10%
AUB
917
Atlantic Union Bankshares
Virginia
$485K -$12.3K -257 -3%
CWM
918
Congress Wealth Management
Massachusetts
$484K +$334 +7 +0.1%
IF
919
Intrua Financial
Texas
$484K +$91.9K +1,927 +24%
SI
920
Stephens Inc
Arkansas
$484K -$34.9K -731 -7%
ASBI
921
American State Bank (Iowa)
Iowa
$482K +$13.7K +288 +3%
IRC
922
Investors Research Corp
Georgia
$481K +$5.96K +125 +1%
SF
923
Summit Financial
New Jersey
$480K +$54.6K +1,145 +13%
MIC
924
Meridian Investment Counsel
California
$477K
LFASL
925
Lugano Financial Advisors SA (LFA)
Switzerland
$476K

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.