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
Barclays
326
Barclays
United Kingdom
$2.32M +$1.56M +25,928 +208%
MWM
327
Moran Wealth Management
Florida
$2.3M -$35.3K -588 -2%
CCI
328
Credit Capital Investments
New Jersey
$2.29M -$210K -3,500 -8%
RIA
329
Recurrent Investment Advisors
Texas
$2.29M +$5.85M +97,423 New
KTC
330
Kistler-Tiffany Companies
Pennsylvania
$2.28M +$38.4K +640 +2%
Rafferty Asset Management
331
Rafferty Asset Management
New York
$2.28M -$346K -5,770 -13%
SWM
332
SeaCrest Wealth Management
New York
$2.26M -$237K -3,957 -10%
EARNEST Partners
333
EARNEST Partners
Georgia
$2.23M -$8.76K -146 -0.4%
ASN
334
Advisory Services Network
Georgia
$2.17M +$65.7K +1,094 +3%
BG
335
Bahl & Gaynor
Ohio
$2.16M +$300K +5,000 +16%
QOP
336
Quinn Opportunity Partners
Virginia
$2.12M -$240K -4,000 -10%
SC
337
Sierra Capital
Florida
$2.11M +$3.54K +59 +0.2%
WPC
338
Waters Parkerson & Co
Louisiana
$2.1M -$13.5K -225 -0.6%
PWG
339
Portside Wealth Group
Utah
$2.09M +$2.08M +34,659 New
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$2.03M +$3.78K +63 +0.2%
SB
341
Simmons Bank
Arkansas
$2.02M -$62.2K -1,036 -3%
Brown Advisory
342
Brown Advisory
Maryland
$2M -$264K -4,399 -12%
VFA
343
Valeo Financial Advisors
Indiana
$1.99M -$38.1K -635 -1%
DS
344
DRW Securities
Illinois
$1.99M +$1.76M +29,318 +796%
MCM
345
Mitchell Capital Management
Kansas
$1.99M +$114K +1,895 +6%
OWA
346
Octavia Wealth Advisors
Ohio
$1.98M -$31.6K -527 -2%
BC
347
Burney Company
Virginia
$1.98M +$59.7K +995 +3%
SW
348
SVB Wealth
Massachusetts
$1.95M -$59.7K -995 -3%
PAS
349
Park Avenue Securities
New York
$1.95M +$137K +2,283 +8%
SFA
350
Sequoia Financial Advisors
Ohio
$1.93M +$344K +5,727 +22%

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.