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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
Charles Schwab
301
Charles Schwab
California
$2.65M +$1.1M +18,349 +72%
CT
302
Chicago Trust
Illinois
$2.63M -$108K -1,794 -4%
PGA
303
Portland Global Advisors
Maine
$2.63M -$64.3K -1,072 -2%
RFC
304
Regions Financial Corp
Alabama
$2.63M -$153K -2,545 -6%
ACM
305
Aquatic Capital Management
Illinois
$2.61M -$3.65M -60,800 -58%
VAS
306
Vestmark Advisory Solutions
Massachusetts
$2.57M +$230K +3,838 +10%
IWC
307
Integrated Wealth Concepts
Massachusetts
$2.55M +$218K +3,635 +9%
FHB
308
First Hawaiian Bank
Hawaii
$2.54M +$99.6K +1,660 +4%
PAG
309
Private Advisor Group
New Jersey
$2.52M -$57.8K -963 -2%
SIA
310
Schechter Investment Advisors
Michigan
$2.51M -$61.3K -1,021 -2%
AA
311
Altrafin AG
$2.51M +$2.1M +35,038 +538%
ST
312
Sentinel Trust
Texas
$2.51M
AMG
313
Advisors Management Group
Wisconsin
$2.51M -$68.6K -1,143 -3%
API
314
Advisor Partners II
California
$2.5M -$37.4K -624 -1%
HCA
315
Horan Capital Advisors
Ohio
$2.5M +$31.9K +531 +1%
FM
316
Foster & Motley
Ohio
$2.49M -$3.84K -64 -0.2%
Victory Capital Management
317
Victory Capital Management
Texas
$2.49M
SPIA
318
Steward Partners Investment Advisory
New York
$2.42M +$23.6K +394 +1%
SCA
319
Snowden Capital Advisors
New York
$2.41M +$799K +13,320 +50%
CC
320
Cannell & Co
New York
$2.38M
MC
321
Moors & Cabot
Massachusetts
$2.37M -$42.2K -704 -2%
RWM
322
Ritholtz Wealth Management
New York
$2.37M +$57.9K +964 +3%
AWM
323
AE Wealth Management
Kansas
$2.33M +$311K +5,181 +16%
DMC
324
Drexel Morgan & Co
Pennsylvania
$2.33M +$60K +1,000 +3%
MCM
325
Mill Capital Management
North Carolina
$2.32M +$140K +2,334 +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.