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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
TFGT
1401
TS Financial Group (TSFG)
Illinois
$3K +$2.86K +60 New
IHWM
1402
Iron Horse Wealth Management
Iowa
$2.95K
TCA
1403
Trifecta Capital Advisors
Illinois
$2.65K
RAM
1404
Riggs Asset Management
Pennsylvania
$2.56K +$2.48K +52 New
AIC
1405
Archer Investment Corporation
Indiana
$2.55K
TCM
1406
Tradewinds Capital Management
Washington
$2.46K
SWA
1407
SOA Wealth Advisors
New York
$2.38K
CPG
1408
Cornerstone Planning Group
New Jersey
$2.27K +$2.19K +46 New
WWM
1409
Wolff Wiese Magana
California
$2.21K
WFA
1410
West Financial Advisors
Iowa
$2.16K +$2.1K +44 New
BWM
1411
BerganKDV Wealth Management
Minnesota
$2.11K -$8.77K -184 -81%
OSNBOA
1412
Old Second National Bank of Aurora
Illinois
$2.06K
BAM
1413
Byrne Asset Management
New Jersey
$2K
CCMI
1414
Creative Capital Management Investments
California
$1.97K
BHWM
1415
Beaird Harris Wealth Management
Texas
$1.87K -$95 -2 -5%
PCTC
1416
Perkins Coie Trust Company
Washington
$1.87K
MA
1417
MCF Advisors
Kentucky
$1.67K -$429 -9 -21%
VCM
1418
Versant Capital Management
Arizona
$1.52K +$1.48K +31 New
GWMI
1419
Guardian Wealth Management (Illinois)
Illinois
$1.48K
GWMIA
1420
Global Wealth Management Investment Advisory
Florida
$1.47K +$1.43K +30 New
WPA
1421
West Paces Advisors
Georgia
$1.33K
CCP
1422
Carmel Capital Partners
California
$1.28K
TAM
1423
Tucker Asset Management
Colorado
$1.23K -$1.96K -41 -62%
TWP
1424
TFO Wealth Partners
Ohio
$1.08K
VAG
1425
VisionPoint Advisory Group
Texas
$884 +$858 +18 New

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.