We are live on ! Find out more

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
KAS
276
Kestra Advisory Services
Texas
$3.04M -$18K -300 -0.6%
MAM
277
Madison Asset Management
Wisconsin
$3.03M -$183K -3,054 -6%
BAAM
278
Baker Avenue Asset Management
California
$3.02M -$3K -50 -0.1%
LNWWM
279
Laird Norton Wetherby Wealth Management
California
$3.02M -$65.1K -1,084 -2%
AMI
280
Amica Mutual Insurance
Rhode Island
$3.01M
SM
281
Sweeney & Michel
California
$3.01M -$103K -1,709 -3%
RJT
282
Raymond James Trust
Florida
$2.98M -$56.6K -943 -2%
OC
283
Oppenheimer & Co
New York
$2.96M -$538K -8,958 -15%
LSV Asset Management
284
LSV Asset Management
Illinois
$2.92M +$2.9M +48,400 New
JFL
285
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.91M -$69.6K -1,160 -2%
MHIC
286
Marble Harbor Investment Counsel
Massachusetts
$2.89M -$67.5K -1,125 -2%
AAM
287
Advisors Asset Management
Colorado
$2.88M +$265K +4,413 +10%
TNBTD
288
Trustmark National Bank Trust Department
Mississippi
$2.87M -$1.03M -17,151 -27%
NW
289
Naviter Wealth
Arkansas
$2.87M +$282K +4,694 +11%
CA
290
Cetera Advisors
Colorado
$2.85M -$551K -9,182 -16%
JAM
291
JCIC Asset Management
Ontario, Canada
$2.82M -$30.6K -510 -1%
CAM
292
Columbia Asset Management
Michigan
$2.81M +$31.5K +525 +1%
GHAM
293
Gilman Hill Asset Management
Connecticut
$2.8M +$175K +2,910 +7%
JSC
294
Jackson Square Capital
California
$2.79M -$122K -2,040 -4%
CG
295
Colony Group
Massachusetts
$2.77M +$1.14K +19 +0%
HWM
296
HB Wealth Management
Georgia
$2.73M +$1.1M +18,313 +68%
PF
297
Phoenix Financial
Israel
$2.73M +$1.22M +20,380 +82%
KCM
298
Kanawha Capital Management
Virginia
$2.72M -$60.8K -1,013 -2%
S
299
SignatureFD
Georgia
$2.71M -$38K -633 -1%
FSA
300
Fort Sheridan Advisors
Illinois
$2.69M +$151K +2,515 +6%

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.