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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
KLWA
1201
Kelly Lawrence W & Associates
California
$153K -$763 -16 -0.5%
EWM
1202
Endurance Wealth Management
Rhode Island
$145K +$3.58K +75 +3%
WT
1203
Washington Trust
Rhode Island
$145K -$334 -7 -0.2%
FSWA
1204
Financial Synergies Wealth Advisors
Texas
$144K +$77.2K +1,620 +123%
FWM
1205
Focused Wealth Management
New York
$143K -$5.44K -114 -4%
C
1206
Covestor
United Kingdom
$142K +$11.3K +236 +9%
CM
1207
Caption Management
Oklahoma
$142K -$220K -4,619 -62%
APC
1208
Aspire Private Capital
North Carolina
$135K +$14.1K +295 +12%
FPB
1209
First PREMIER Bank
South Dakota
$132K +$129K +2,700 New
FMB
1210
Field & Main Bank
Kentucky
$131K
DMBA
1211
Deseret Mutual Benefit Administrators
Utah
$129K -$8.11K -170 -6%
SIC
1212
Salem Investment Counselors
North Carolina
$128K -$48 -1 -0%
O
1213
Ossiam
France
$128K +$41.7K +875 +50%
MPWT
1214
MassMutual Private Wealth & Trust
Connecticut
$125K -$58.6K -1,228 -33%
CFO
1215
CVA Family Office
Colorado
$123K -$429 -9 -0.4%
EWA
1216
EverSource Wealth Advisors
Alabama
$122K +$1.91K +40 +2%
CB
1217
Community Bank
New York
$120K -$858 -18 -0.7%
AP
1218
Arlington Partners
Alabama
$118K -$13.7K -287 -11%
GWSG
1219
GPS Wealth Strategies Group
Colorado
$114K -$7.44K -156 -6%
WTC
1220
WhitTier Trust Company
Nevada
$114K
AA
1221
Addison Advisors
Vermont
$111K +$4.48K +94 +4%
TCOV
1222
Trust Company of Vermont
Vermont
$108K
HB
1223
Horizon Bancorp
Indiana
$104K +$101K +2,110 New
TIM
1224
Thompson Investment Management
Wisconsin
$103K
GWS
1225
Glassman Wealth Services
Virginia
$99.7K +$668 +14 +0.7%

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.