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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
PAI
1376
Pittenger & Anderson Inc
Nebraska
$7.37K
CT
1377
Caldwell Trust
Florida
$7.12K
WOC
1378
West Oak Capital
California
$7.12K
RMC
1379
Resources Management Corp
Connecticut
$7K -$308K -6,452 -98%
TFP
1380
Tilia Fiduciary Partners
North Carolina
$6.85K
TJHA
1381
Thomas J. Herzfeld Advisors
Florida
$6.78K +$715 +15 +12%
CJL
1382
Cyrus J. Lawrence
New York
$6.68K -$3.08M -64,496 -32%
TFM
1383
TFC Financial Management
Massachusetts
$6.54K -$16.1K -338 -72%
JGIA
1384
Jackson Grant Investment Advisers
Connecticut
$5.89K
CFS
1385
CGC Financial Services
Oregon
$5.89K +$5.72K +120 New
SN
1386
Sittner & Nelson
Oregon
$5.35K
DIP
1387
DT Investment Partners
Pennsylvania
$5.3K
BAM
1388
Bellevue Asset Management
Washington
$5.12K +$48 +1 +1%
CIA
1389
Cape Investment Advisory
Georgia
$5.11K -$381 -8 -7%
AWM
1390
Activest Wealth Management
Florida
$5.1K
HFS
1391
Hantz Financial Services
Michigan
$5K
FA
1392
Fiduciary Alliance
South Carolina
$4.84K +$4.72K +99 New
ACA
1393
Atlas Capital Advisors
Wyoming
$4.67K -$17.9K -375 -80%
HWM
1394
HighMark Wealth Management
Minnesota
$4.29K +$429 +9 +12%
PO
1395
Private Ocean
California
$4.22K
SIC
1396
SJS Investment Consulting
Ohio
$4.08K -$2.62K -55 -40%
JMF
1397
Johnson Midwest Financial
Iowa
$3.85K
FBC
1398
Fairfield, Bush & Co
Connecticut
$3.68K +$3.58K +75 New
RTL
1399
Red Tortoise LLC
Georgia
$3.59K +$2.24K +47 +181%
FGAM
1400
Financial Gravity Asset Management
Texas
$3.18K

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.