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
FOA
1076
Five Oceans Advisors
California
$287K
KCM
1077
KRS Capital Management
Michigan
$286K +$53K +1,112 +24%
RP
1078
Riverwater Partners
Wisconsin
$284K
MG
1079
Mather Group
Illinois
$283K +$28.4K +595 +12%
PTC
1080
Petrus Trust Company
Texas
$282K +$274K +5,751 New
ACM
1081
Arcataur Capital Management
Wisconsin
$282K +$274K +5,750 New
CTA
1082
Colonial Trust Advisors
South Carolina
$282K -$34.3K -720 -11%
SC
1083
Schulhoff & Co
Ohio
$282K -$7.15K -150 -3%
SIG
1084
Sargent Investment Group
Maryland
$282K -$1.43K -30 -0.5%
NPF
1085
Norris Perne & French
Michigan
$281K +$12.4K +260 +5%
WP
1086
Westmount Partners
California
$280K +$715 +15 +0.3%
RPCONE
1087
Retirement Planning Company of New England
Rhode Island
$279K +$2.19K +46 +0.8%
GEA
1088
Glen Eagle Advisors
New Jersey
$279K +$55.4K +1,162 +26%
CA
1089
Clearstead Advisors
Ohio
$278K -$249K -5,232 -48%
AWM
1090
Aries Wealth Management
Maine
$277K
GAG
1091
GM Advisory Group
New York
$276K -$115K -2,421 -30%
LFM
1092
LGT Fund Management
Liechtenstein
$275K
SCA
1093
STALEY CAPITAL ADVISERS
Pennsylvania
$275K +$2.05K +43 +0.8%
EWA
1094
Exencial Wealth Advisors
Oklahoma
$275K +$4.39K +92 +2%
SCM
1095
SOL Capital Management
Maryland
$273K -$6.91K -145 -3%
FFBTD
1096
First Financial Bank - Trust Division
Ohio
$272K +$429 +9 +0.2%
GL
1097
Graypoint LLC
New York
$272K -$40.1K -840 -13%
EH
1098
Equitable Holdings
New York
$271K -$5.87K -123 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1099
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$271K +$263K +5,517 New
NERM
1100
New England Research & Management
Illinois
$270K

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.