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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
EARNEST Partners
326
EARNEST Partners
Georgia
$2.13M +$59 +1 +0%
MCM
327
Mill Capital Management
North Carolina
$2.08M -$149K -2,534 -7%
GCC
328
Game Creek Capital
Massachusetts
$2.08M -$382K -6,500 -15%
WPC
329
Waters Parkerson & Co
Louisiana
$2.01M – – –
SC
330
Sierra Capital
Florida
$2.01M -$342K -5,811 -14%
ASN
331
Advisory Services Network
Georgia
$2M +$10.7K +182 +0.5%
SB
332
Simmons Bank
Arkansas
$1.99M -$91.3K -1,552 -4%
TI
333
Trexquant Investment
Connecticut
$1.96M +$2M +34,070 New
VIA
334
Vident Investment Advisory
Georgia
$1.95M +$1.38M +23,517 +226%
VFA
335
Valeo Financial Advisors
Indiana
$1.94M +$210K +3,578 +9%
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$1.93M +$17.8K +302 +0.9%
MMA
337
Miracle Mile Advisors
California
$1.93M -$763K -12,968 -28%
HTC
338
Haverford Trust Company
Pennsylvania
$1.93M +$87.8K +1,493 +5%
AWM
339
AE Wealth Management
Kansas
$1.92M -$71.3K -1,212 -4%
SW
340
SVB Wealth
Massachusetts
$1.92M +$689K +11,717 +54%
OWA
341
Octavia Wealth Advisors
Ohio
$1.92M -$43.3K -736 -2%
V
342
Veritable
Delaware
$1.9M -$24.9K -424 -1%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$105K +1,779 +6%
QCG
344
Quadrant Capital Group
Ohio
$1.83M +$158K +2,692 +9%
BC
345
Burney Company
Virginia
$1.83M +$24.5K +416 +1%
MCM
346
Mitchell Capital Management
Kansas
$1.79M +$37.7K +640 +2%
Wolverine Trading
347
Wolverine Trading
Illinois
$1.79M -$93.8M -1,593,858 -98%
BG
348
Bahl & Gaynor
Ohio
$1.78M +$235K +4,000 +15%
EHC
349
Everett Harris & Co
California
$1.76M +$484K +8,230 +37%
SC
350
Stolper & Co
Oklahoma
$1.74M +$26.2K +446 +2%
12 13
14
15 16

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.