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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
KWA
926
Kingswood Wealth Advisors
California
$475K +$461K +9,675 New
VVP
927
Venture Visionary Partners
Ohio
$474K -$129K -2,700 -22%
AWA
928
Arete Wealth Advisors
Illinois
$474K -$66.2K -1,389 -13%
TDC
929
Thompson Davis & Co
Virginia
$465K -$101K -2,125 -18%
BHWM
930
Bar Harbor Wealth Management
New Hampshire
$463K
QI
931
Qtron Investments
Massachusetts
$463K
GAAM
932
Guinness Atkinson Asset Management
California
$463K -$75.8K -1,589 -14%
FA
933
FDx Advisors
Illinois
$461K +$189K +3,973 +73%
SIM
934
Sentry Investment Management
Wisconsin
$460K
CIA
935
Capital Investment Advisors
Georgia
$459K -$14.5K -304 -3%
FMWA
936
Forvis Mazars Wealth Advisors
Missouri
$459K +$6.34K +133 +1%
EGA
937
E&G Advisors
Texas
$457K -$954 -20 -0.2%
PPP
938
Private Portfolio Partners
New Jersey
$456K +$38.1K +800 +9%
MOS
939
MGO One Seven
Ohio
$455K -$69.4K -1,456 -14%
MCA
940
MSH Capital Advisors
Arizona
$454K +$441K +9,242 New
PI
941
Pettee Investors
Connecticut
$453K +$89.4K +1,875 +26%
GD
942
Grandfield & Dodd
New York
$453K +$2.24K +47 +0.5%
SC
943
Sawyer & Company
Massachusetts
$449K
CWM
944
Calamos Wealth Management
Illinois
$449K -$644K -13,504 -60%
SCA
945
Stonebridge Capital Advisors
Minnesota
$445K -$128K -2,678 -23%
PA
946
PSI Advisors
Florida
$441K -$2.38K -50 -0.6%
NSAM
947
North Star Asset Management
Wisconsin
$439K
WP
948
Wealthspan Partners
Iowa
$437K
TC
949
Trust Company
Kansas
$437K +$8.87K +186 +2%
AG
950
Ascent Group
Virginia
$437K +$356K +7,465 New

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.