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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
PSB
1301
Piscataqua Savings Bank
New Hampshire
$30.8K -$3.34K -70 -10%
RFA
1302
Resurgent Financial Advisors
Georgia
$30.7K -$715 -15 -2%
LB
1303
Legacy Bridge
Iowa
$30.1K -$1.76K -37 -6%
ACM
1304
Antonetti Capital Management
Florida
$29.5K
CMA
1305
Cedar Mountain Advisors
Oregon
$29.5K
CWP
1306
Concord Wealth Partners
Virginia
$28.7K
IAIM
1307
Industrial Alliance Investment Management
Quebec, Canada
$28K -$3.35M -70,164 -99%
CAS
1308
Coppell Advisory Solutions
Texas
$26.9K +$26.5K +555 New
JWA
1309
JFS Wealth Advisors
Pennsylvania
$26.7K -$4.67K -98 -15%
M
1310
MOTCO
Texas
$26.5K +$1.33K +28 +5%
HCM
1311
Horrell Capital Management
Arkansas
$26K
Capstone Investment Advisors
1312
Capstone Investment Advisors
New York
$25.7K +$24.2K +507 +2,982%
WWP
1313
WR Wealth Planners
Missouri
$25.4K +$11K +230 +80%
AP
1314
Atwood & Palmer
Missouri
$25K +$5.96K +125 +33%
DI
1315
Disciplined Investments
Oklahoma
$24.9K -$19.7K -413 -45%
DWA
1316
Delos Wealth Advisors
Texas
$24.6K
SGC
1317
Slocum, Gordon & Co
Rhode Island
$24.6K +$23.8K +500 New
CAC
1318
Core Alternative Capital
Georgia
$24.5K +$1.14K +24 +5%
WIM
1319
Westside Investment Management
California
$24.2K
DAM
1320
Delta Asset Management
Tennessee
$23.6K
LWP
1321
Lumature Wealth Partners
Georgia
$23.5K
FCAG
1322
First Capital Advisors Group
New Jersey
$23K +$22.4K +469 New
PB
1323
Pinnacle Bancorp
Nebraska
$22.3K
DAC
1324
Dividend Assets Capital
South Carolina
$22K
TAIM
1325
TD Ameritrade Investment Management
Nebraska
$22K +$11.4K +240 +113%

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.