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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
OWA
1476
One Wealth Advisors
California
-$295K -6,018 Closed
MFS
1477
Monetta Financial Services
Illinois
-$295K -6,000 Closed
SFS
1478
Sowell Financial Services
Arkansas
-$268K -5,466 Closed
AIA
1479
Armor Investment Advisors
North Carolina
-$245K -4,989 Closed
IA
1480
IFG Advisory
Georgia
-$243K -4,953 Closed
BFS
1481
Bard Financial Services
Connecticut
-$232K -4,725 Closed
ARC
1482
Advisor Resource Council
Texas
-$236K -4,611 Closed
PIP
1483
Peachtree Investment Partners
Florida
-$226K -4,600 Closed
PWP
1484
Phillips Wealth Planners
Mississippi
-$221K -4,500 Closed
BFA
1485
Bragg Financial Advisors
North Carolina
-$218K -4,448 Closed
FNBOO
1486
First National Bank of Omaha
Nebraska
-$218K -4,438 Closed
JSW
1487
Journey Strategic Wealth
New Jersey
-$215K -4,384 Closed
GA
1488
GraniteShares Advisors
New York
-$207K -4,212 Closed
DFG
1489
Delta Financial Group
New Jersey
-$207K -4,207 Closed
CA
1490
Cambridge Advisors
Nebraska
-$201K -4,101 Closed
SFS
1491
Starfox Financial Services
Texas
-$211K -4,057 Closed
EL
1492
Essex LLC
Illinois
-$211K -3,955 Closed
IAIM
1493
International Assets Investment Management
Florida
-$160K -3,256 Closed
KI
1494
Kapitalo Investimentos
Brazil
-$143K -2,922 Closed
JFGIW
1495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$107K -2,174 Closed
TWA
1496
TCI Wealth Advisors
Arizona
-$77.4K -1,577 Closed
IUHSA
1497
Itau Unibanco Holding S.A.
Brazil
-$51.7K -1,052 Closed
CSWM
1498
Cassady Schiller Wealth Management
Ohio
-$51.6K -1,050 Closed
1832 Asset Management
1499
1832 Asset Management
Ontario, Canada
-$46.6K -950 Closed
VF
1500
VitalStone Financial
Texas
-$23K -775 Closed

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.