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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
PMFA
1351
Plante Moran Financial Advisors
Michigan
$13.9K +$11.5K +242 +605%
BCPWM
1352
Bradley & Co Private Wealth Management
Florida
$13.8K
POIA
1353
Pin Oak Investment Advisors
Texas
$13K
FFA
1354
Fairfield Financial Advisors
Massachusetts
$12.7K +$48 +1 +0.4%
OLVIG
1355
Oliver Lagore Vanvalin Investment Group
Michigan
$12.5K -$2.34K -49 -16%
CWM
1356
Cedar Wealth Management
California
$12.3K
TIM
1357
Tortoise Investment Management
New York
$11.9K
FCB
1358
First Command Bank
Texas
$11.7K +$3.81K +80 +50%
FCFS
1359
First Command Financial Services
Texas
$11.7K +$3.81K +80 +50%
OPTFSNA
1360
Old Point Trust & Financial Services N A
Virginia
$11.7K +$11.4K +239 New
USB
1361
Union Savings Bank
Connecticut
$11.4K +$9.35K +196 New
IFAM
1362
Institutional & Family Asset Management
Colorado
$11.3K +$48 +1 +0.4%
WAS
1363
Winch Advisory Services
Wisconsin
$11K +$48 +1 +0.5%
AWM
1364
Abound Wealth Management
Tennessee
$10.9K +$1.57K +33 +17%
MFT
1365
Moisand Fitzgerald Tamayo
Florida
$10.3K
YDMI
1366
Y.D. More Investments
Israel
$9.82K -$110K -2,300 -92%
FCT
1367
First Community Trust
Iowa
$9.82K
WOSD
1368
WFA of San Diego
California
$9.82K +$9.54K +200 New
FFL
1369
Financial Freedom LLC
Ohio
$9.57K
ETC
1370
Exchange Traded Concepts
Oklahoma
$9.53K -$2.34K -49 -20%
BWL
1371
Bogart Wealth LLC
Virginia
$8.84K
SWM
1372
Sanctuary Wealth Management
Idaho
$8.6K +$8.35K +175 New
PWMG
1373
Prestige Wealth Management Group
New Jersey
$7.95K -$191 -4 -2%
FP
1374
Financial Perspectives
Minnesota
$7.79K
OIA
1375
Optimum Investment Advisors
Illinois
$7.37K

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.