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1,202 hedge funds and large institutions have $18.6B invested in Shell in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 416 increasing their positions, 421 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $793M | Put options by funds: $500M

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

8% more capital invested

Capital invested by funds: $17.2B → $18.6B (+$1.36B)

1% more funds holding

Funds holding: 1,1901,202 (+12)

0.16% more ownership

Funds ownership: 4.5%4.65% (+0.16%)

1% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 421

Holders
1,202
Holders Change
+12
Holders Change %
+1.01%
% of All Funds
18.87%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.5%
New
94
Increased
416
Reduced
421
Closed
74
Calls
$793M
Puts
$500M
Net Calls
+$293M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
226
Twin Tree Management
Texas
$4.56M -$18.8M -313,450 -81%
CAN
227
Cetera Advisor Networks
California
$4.55M -$90.2K -1,503 -2%
HAM
228
Hedges Asset Management
Nevada
$4.5M
EWA
229
Exencial Wealth Advisors
Oklahoma
$4.44M -$96K -1,600 -2%
AG
230
Advocate Group
Minnesota
$4.38M -$98.4K -1,640 -2%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$4.31M +$26.6K +444 +0.6%
BCM
232
Brookmont Capital Management
Texas
$4.25M -$6.48K -108 -0.2%
MML Investors Services
233
MML Investors Services
Massachusetts
$4.23M +$491K +8,185 +13%
RA
234
Royce & Associates
New York
$4.23M +$240K +4,000 +6%
GAM
235
Griffin Asset Management
New York
$4.13M +$1.38K +23 +0%
VPIM
236
Vanguard Personalized Indexing Management
California
$4.09M +$457K +7,623 +13%
FT
237
Fiduciary Trust
Massachusetts
$4.07M -$171K -2,848 -4%
DAM
238
Deltec Asset Management
New York
$4.05M
BF
239
BOK Financial
Oklahoma
$4.05M -$2.36M -39,305 -37%
YIA
240
YHB Investment Advisors
Connecticut
$3.98M +$780K +13,000 +25%
HNB
241
Huntington National Bank
Ohio
$3.96M +$160K +2,663 +4%
EHC
242
Everett Harris & Co
California
$3.92M +$2.06M +34,385 +112%
AHC
243
Adell Harriman & Carpenter
Texas
$3.91M +$1.02M +16,958 +36%
BFS
244
Bard Financial Services
Connecticut
$3.91M +$72K +1,200 +2%
CFB
245
Cullen/Frost Bankers
Texas
$3.88M -$234K -3,893 -6%
PI
246
Putnam Investments
Massachusetts
$3.88M
UCFA
247
United Capital Financial Advisors
Texas
$3.88M -$214K -3,558 -5%
Deutsche Bank
248
Deutsche Bank
Germany
$3.82M -$1.33M -22,126 -26%
BCM
249
Beddow Capital Management
Wyoming
$3.79M -$36K -600 -0.9%
SF
250
Synovus Financial
Georgia
$3.71M +$381K +6,345 +12%

SHEL Hedge Fund Activity: Q2 2023 in Review

1,202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q2 2023, worth a combined $18.6B — up 7.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SHEL positions and 74 closed out — a net gain of 20 holders — while 416 added to existing stakes and 421 trimmed.

The largest buyer was Pale Fire Capital SE, opening a new position worth an estimated $326M. The largest seller was Norges Bank, cutting an estimated $444M.

  • 1,202 institutional investors held Shell (SHEL) as of Q2 2023, up from 1,190 in Q1 2023.
  • Funds reported $18.6B of Shell stock for Q2 2023, up 7.9% quarter-over-quarter.
  • 94 funds opened new Shell positions in Q2 2023 and 74 closed out, a net change of +20 holders.
  • The largest Shell buyer in Q2 2023 was Pale Fire Capital SE, an estimated $326M added.
  • The largest Shell seller in Q2 2023 was Norges Bank, an estimated $444M sold.

Based on aggregated 13F filings for Q2 2023.