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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
VWA
1151
VERITY Wealth Advisors
United States
$226K
ECM
1152
Evergreen Capital Management
Washington
$225K -$2.92M -61,200 -93%
IWM
1153
IHT Wealth Management
Illinois
$224K -$44.9K -942 -17%
JAG
1154
Journey Advisory Group
Kentucky
$223K +$217K +4,542 New
DWM
1155
Drive Wealth Management
Utah
$222K +$6.1K +128 +3%
CCG
1156
Ceeto Capital Group
Florida
$222K -$191K -4,000 -47%
RAM
1157
Roanoke Asset Management
New Jersey
$221K
CWM
1158
Chemistry Wealth Management
New York
$220K +$3.43K +72 +2%
GFP
1159
Gryphon Financial Partners
Ohio
$220K +$954 +20 +0.4%
MAM
1160
Meeder Asset Management
Ohio
$219K -$186K -3,911 -47%
BJL
1161
Brighton Jones LLC
Washington
$218K +$17.8K +374 +9%
SCI
1162
S&CO Inc
Massachusetts
$218K
DCM
1163
Deuterium Capital Management
Florida
$217K -$998K -20,932 -83%
CCFCSB
1164
Cape Cod Five Cents Savings Bank
Massachusetts
$216K
HCA
1165
Harbour Capital Advisors
Virginia
$216K
GIA
1166
Guyasuta Investment Advisors
Pennsylvania
$215K -$10.1K -211 -5%
BC
1167
Brookfield Corp
Ontario, Canada
$215K -$135K -2,837 -39%
WPP
1168
Whalerock Point Partners
Rhode Island
$215K +$10.3K +216 +5%
CT
1169
Cambridge Trust
Massachusetts
$214K -$50.3K -1,054 -20%
PTC
1170
Private Trust Company
Ohio
$213K -$3.77K -79 -2%
LIA
1171
LS Investment Advisors
Michigan
$209K
TA
1172
TruWealth Advisors
Louisiana
$208K -$16.7K -350 -8%
LCM
1173
LCM Capital Management
Illinois
$207K +$2.62K +55 +1%
TNB
1174
Thomasville National Bank
Georgia
$207K -$13.6K -285 -6%
PWP
1175
Private Wealth Partners
California
$207K +$201K +4,205 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.