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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
V
351
Veritable
Delaware
$1.93M -$61.2K -1,019 -3%
GCC
352
Game Creek Capital
Massachusetts
$1.89M -$293K -4,875 -13%
LIM
353
Leavell Investment Management
Alabama
$1.88M +$135K +2,250 +8%
HTC
354
Haverford Trust Company
Pennsylvania
$1.88M -$143K -2,381 -7%
FCI
355
Financial Counselors Inc
Kansas
$1.85M +$305K +5,084 +20%
QCG
356
Quadrant Capital Group
Ohio
$1.84M -$88.2K -1,469 -5%
SC
357
Stolper & Co
Oklahoma
$1.81M -$8.04K -134 -0.4%
UB
358
UMB Bank
Missouri
$1.77M +$105K +1,743 +6%
BW
359
Bison Wealth
Georgia
$1.72M +$279K +4,642 +19%
NW
360
NewEdge Wealth
Pennsylvania
$1.7M -$56.2K -936 -3%
MIH
361
Meitav Investment House
Israel
$1.67M +$1.66M +27,724 New
BRWA
362
B. Riley Wealth Advisors
Florida
$1.67M +$9.24K +154 +0.6%
TCM
363
Tandem Capital Management
New Jersey
$1.66M
KPWS
364
Kestra Private Wealth Services
Texas
$1.64M +$24.5K +409 +2%
PWM
365
Perigon Wealth Management
California
$1.64M +$82.3K +1,371 +5%
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
$1.64M +$1.63M +27,104 New
IAS
367
Insigneo Advisory Services
Florida
$1.64M +$172K +2,862 +12%
LBC
368
Lowe Brockenbrough & Co
Virginia
$1.63M -$48.3K -805 -3%
CCC
369
Chelsea Counsel Company
California
$1.62M
CL
370
COWA LLC
Oklahoma
$1.62M -$3.68M -61,251 -70%
RhumbLine Advisers
371
RhumbLine Advisers
Massachusetts
$1.61M +$1.6M +26,738 New
S
372
SimplyRich
California
$1.6M +$2.52K +42 +0.2%
RCG
373
Regatta Capital Group
California
$1.6M -$40.5K -675 -2%
CBOR
374
Community Bank of Raymore
Missouri
$1.59M -$900K -15,000 -36%
AWE
375
Avidian Wealth Enterprises
Texas
$1.59M -$826K -13,757 -34%

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.