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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
BCFD
1226
Boit C.F. David
$98.2K
VCM
1227
Vigilant Capital Management
Maine
$98K -$11.9K -250 -11%
JFA
1228
JNBA Financial Advisors
Minnesota
$97K
SSG
1229
Summit Securities Group
New York
$91K -$44K -923 -33%
IGWM
1230
ICA Group Wealth Management
Colorado
$90.5K +$10.9K +228 +14%
FMTCOCP
1231
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$89K +$6.1K +128 +8%
CAL
1232
Capital Advisors Ltd
Ohio
$89K +$77.8K +1,631 +948%
PPC
1233
Park Place Capital
Alabama
$85.5K
ZB
1234
Zions Bancorporation
Utah
$83K +$34.8K +729 +76%
RFG
1235
RFP Financial Group
Georgia
$81.2K +$67.5K +1,416 +595%
QC
1236
Quent Capital
New York
$80.8K +$48 +1 +0.1%
FFA
1237
Farther Finance Advisors
California
$80.4K +$11.7K +246 +18%
HWA
1238
Heritage Wealth Advisors
Virginia
$78.2K
AI
1239
AXS Investments
New York
$76.4K -$8.25K -173 -10%
WAM
1240
Worth Asset Management
Texas
$76.1K +$19.3K +405 +35%
FPFS
1241
First Personal Financial Services
North Carolina
$74.8K -$477 -10 -0.7%
GWM
1242
Geneos Wealth Management
Colorado
$74.1K +$15.2K +318 +27%
SOAMC
1243
Spirit of America Management Corp
New York
$73.7K
OC
1244
Oakworth Capital
Alabama
$73.6K
LFG
1245
Larson Financial Group
Missouri
$72.3K -$14.8K -310 -17%
VNA
1246
Valley National Advisers
Pennsylvania
$71K
SF
1247
Safeguard Financial
Wisconsin
$70K +$68.8K +1,443 New
RA
1248
Rational Advisors
New York
$69.2K -$1.96K -41 -3%
SIS
1249
Sound Income Strategies
Florida
$68.1K +$48 +1 +0.1%
MRCM
1250
M&R Capital Management
New Jersey
$66.8K

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.