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Shell
SHEL

1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,181 → 1,190 (+9)

0.42% more ownership

Funds ownership: 4.07% → 4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 34 → 26 (-8)

Holders
1,190
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
18.96%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.41%
New
115
Increased
424
Reduced
393
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$754M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$165M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$143M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$121M

Top Sellers

1
Jane Street
Jane Street
New York
-$151M
2
Wolverine Trading
Wolverine Trading
Illinois
-$93.8M
3
Norges Bank
Norges Bank
Norway
-$85.9M
4
Optiver Holding
Optiver Holding
Netherlands
-$63.1M
5
Invesco
Invesco
Georgia
-$60.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
226
Hedges Asset Management
Nevada
$4.29M +$52.9K +900 +1%
AG
227
Advocate Group
Minnesota
$4.27M -$2.88K -49 -0.1%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$4.09M -$226K -3,838 -5%
BCM
229
Brookmont Capital Management
Texas
$4.06M -$59 -1 -0%
FT
230
Fiduciary Trust
Massachusetts
$4.04M -$69.8K -1,186 -2%
MHI
231
Miller Howard Investments
New York
$4.03M -$4.71M -80,000 -53%
Adage Capital Partners
232
Adage Capital Partners
Massachusetts
$4.03M – – –
TC
233
Teilinger Capital
Texas
$3.98M +$4.07M +69,200 New
GAM
234
Griffin Asset Management
New York
$3.93M -$1.18K -20 -0%
CFB
235
Cullen/Frost Bankers
Texas
$3.93M -$1.02M -17,346 -20%
UCFA
236
United Capital Financial Advisors
Texas
$3.9M -$623K -10,593 -14%
DAM
237
Deltec Asset Management
New York
$3.86M +$3.95M +67,154 New
RA
238
Royce & Associates
New York
$3.8M +$118K +2,000 +3%
TNBTD
239
Trustmark National Bank Trust Department
Mississippi
$3.72M -$1.9M -32,295 -33%
PI
240
Putnam Investments
Massachusetts
$3.7M – – –
BFS
241
Bard Financial Services
Connecticut
$3.66M +$137K +2,325 +4%
BCM
242
Beddow Capital Management
Wyoming
$3.65M -$1.47K -25 -0%
HNB
243
Huntington National Bank
Ohio
$3.63M +$1.14M +19,378 +44%
Dodge & Cox
244
Dodge & Cox
California
$3.62M -$102K -1,733 -3%
MML Investors Services
245
MML Investors Services
Massachusetts
$3.56M -$317K -5,381 -8%
BCI
246
Brinker Capital Investments
Pennsylvania
$3.55M +$353K +6,007 +11%
OPS
247
Orion Portfolio Solutions
Nebraska
$3.55M +$3.35M +56,883 +1,165%
WAM
248
Weatherly Asset Management
California
$3.53M -$132K -2,237 -4%
VPIM
249
Vanguard Personalized Indexing Management
California
$3.45M +$503K +8,555 +17%
RC
250
Reik & Co
New York
$3.43M – – –
8 9
10
11 12

SHEL Hedge Fund Activity: Q1 2023 in Review

1,190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2023, worth a combined $17.2B — up 14% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new SHEL positions and 82 closed out — a net gain of 33 holders — while 424 added to existing stakes and 393 trimmed.

The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $754M. The largest seller was Jane Street, cutting an estimated $151M.

  • 1,190 institutional investors held Shell (SHEL) as of Q1 2023, up from 1,181 in Q4 2022.
  • Funds reported $17.2B of Shell stock for Q1 2023, up 14% quarter-over-quarter.
  • 115 funds opened new Shell positions in Q1 2023 and 82 closed out, a net change of +33 holders.
  • The largest Shell buyer in Q1 2023 was Eagle Capital Management (New York), an estimated $754M added.
  • The largest Shell seller in Q1 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2023.