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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
GKIM
1326
GW&K Investment Management
Massachusetts
$21K +$20.8K +437 New
BLC
1327
Brown, Lisle/Cummings
Rhode Island
$19.6K
LFA
1328
Level Financial Advisors
New York
$19.6K
GTAM
1329
Global Trust Asset Management
Florida
$19.1K
CHC
1330
City Holding Co
West Virginia
$18.8K
RG
1331
Retirement Group
California
$18.3K
BIA
1332
Bell Investment Advisors
California
$18.1K -$48 -1 -0.3%
Jones Financial Companies
1333
Jones Financial Companies
Missouri
$18.1K
HFM
1334
Harvest Fund Management
China
$18K -$209K -4,382 -92%
SFG
1335
Steward Financial Group
Texas
$18K +$18.3K +384 New
CAM
1336
Costello Asset Management
Pennsylvania
$17.2K -$28.6K -600 -63%
WP
1337
WealthPLAN Partners
Nebraska
$16.8K
JEST
1338
JTC Employer Solutions Trustee
Jersey
$16K
OAJ
1339
Ogorek Anthony Joseph
New York
$16K
AAP
1340
Arax Advisory Partners
Colorado
$16K +$95 +2 +0.6%
LWA
1341
Lowe Wealth Advisors
Maryland
$16K +$15.5K +325 New
NF
1342
Norwood Financial
Pennsylvania
$16K
LF
1343
Lee Financial
Texas
$15.9K
HS
1344
Horan Securities
United States
$15.3K +$7.15K +150 +93%
BCMLT
1345
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K +$48 +1 +0.3%
RCM
1346
Raleigh Capital Management
North Carolina
$14.8K +$906 +19 +7%
PK
1347
Pflug Koory
Nebraska
$14.7K
RTC
1348
Riverview Trust Company
Washington
$14.1K
DMKJ
1349
David M. Knott Jr
$14K
CA
1350
Centerpoint Advisors
Massachusetts
$14K +$10.6K +223 +319%

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.