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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
BCI
251
Brinker Capital Investments
Pennsylvania
$3.69M -$42.4K -706 -1%
OPS
252
Orion Portfolio Solutions
Nebraska
$3.69M -$42.4K -706 -1%
Dodge & Cox
253
Dodge & Cox
California
$3.64M -$162K -2,700 -4%
Adage Capital Partners
254
Adage Capital Partners
Massachusetts
$3.62M -$600K -10,000 -14%
WAM
255
Weatherly Asset Management
California
$3.57M -$136K -2,266 -4%
RC
256
Reik & Co
New York
$3.56M -$40.2K -670 -1%
AI
257
Atria Investments
North Carolina
$3.55M +$12.3K +205 +0.4%
RPSA
258
Richard P. Slaughter Associates
Texas
$3.54M +$40.4K +673 +1%
JFG
259
Jefferies Financial Group
New York
$3.51M +$2.67M +44,503 +326%
BCCM
260
Bridge Creek Capital Management
Massachusetts
$3.49M -$26.4K -440 -0.8%
YC
261
Yarbrough Capital
Tennessee
$3.48M
YCM
262
Yousif Capital Management
Michigan
$3.47M -$55.9K -932 -2%
FTDI
263
First Trust Direct Indexing
Massachusetts
$3.4M +$33.7K +562 +1%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$3.37M +$1.41M +23,528 +73%
CSPAM
265
Cary Street Partners Asset Management
Virginia
$3.36M +$26.2K +436 +0.8%
CB
266
Commerce Bank
Missouri
$3.36M +$351K +5,854 +12%
AWS
267
Atria Wealth Solutions
New York
$3.35M +$297K +4,945 +10%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$3.32M -$177K -2,943 -5%
CA
269
Continental Advisors
Utah
$3.32M
CCMINC
270
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.32M -$59.8K -996 -2%
William Blair & Company
271
William Blair & Company
Illinois
$3.31M +$408K +6,806 +14%
CWM
272
Concentric Wealth Management
California
$3.29M -$89.2K -1,487 -3%
AC
273
Asio Capital
Kentucky
$3.28M +$712K +11,867 +28%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$3.25M +$1.57M +26,203 +95%
CQS
275
Credential Qtrade Securities
$3.15M -$68.8K -1,146 -2%

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.