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1,123 hedge funds and large institutions have $28.9B invested in SLB Ltd in 2021 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 362 increasing their positions, 425 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 89

62% more call options, than puts

Call options by funds: $719M | Put options by funds: $445M

25% more capital invested

Capital invested by funds: $23.1B → $28.9B (+$5.79B)

6% more funds holding

Funds holding: 1,0611,123 (+62)

0.26% more ownership

Funds ownership: 75.94%76.2% (+0.26%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

15% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 425

Holders
1,123
Holders Change
+62
Holders Change %
+5.84%
% of All Funds
19.72%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
160
Increased
362
Reduced
425
Closed
89
Calls
$719M
Puts
$445M
Net Calls
+$274M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1176
Ropes Wealth Advisors
Massachusetts
-$52K -2,375 Closed
PWPS
1177
Pinnacle Wealth Planning Services
Ohio
-$49K -2,241 Closed
Bank Julius Baer & Co
1178
Bank Julius Baer & Co
Switzerland
-$48K -2,199 Closed
RCG
1179
Rock Creek Group
District of Columbia
-$48K -2,197 Closed
PFO
1180
Pathstone Family Office
New Jersey
-$44K -2,013 Closed
TPWA
1181
TRUE Private Wealth Advisors
Oregon
-$43K -1,989 Closed
BWM
1182
Birchcreek Wealth Management
Ohio
-$40K -1,834 Closed
AWG
1183
Altus Wealth Group
Colorado
-$32K -1,450 Closed
RPWA
1184
Regent Peak Wealth Advisors
Georgia
-$29K -1,351 Closed
MCM
1185
McMillion Capital Management
North Carolina
-$28K -1,300 Closed
WIM
1186
Wilen Investment Management
Florida
-$19K -888 Closed
CTFG
1187
Capstone Triton Financial Group
Oklahoma
-$19K -885 Closed
TI
1188
tru Independence
Oregon
-$17 -782 Closed
SIAG
1189
Signet Investment Advisory Group
Rhode Island
-$16K -725 Closed
DWM
1190
Defined Wealth Management
Oregon
-$13K -600 Closed
LWCFA
1191
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$13K -600 Closed
LGA
1192
Lebenthal Global Advisors
New York
-$8K -386 Closed
EA
1193
Elm Advisors
California
-$7K -313 Closed
IA
1194
Inspire Advisors
Idaho
-$7K -303 Closed
CA
1195
Centerpoint Advisors
Massachusetts
-$6K -257 Closed
OIS
1196
Okabena Investment Services
Minnesota
-$5K -250 Closed
ICP
1197
Interchange Capital Partners
Pennsylvania
-$5K -240 Closed
CWM
1198
Curi Wealth Management
North Carolina
-$4K -196 Closed
TFGT
1199
TS Financial Group (TSFG)
Illinois
-$4K -162 Closed
SIM
1200
Seaview Investment Managers
Florida
-$3K -150 Closed