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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
FFM
376
Forum Financial Management
Illinois
$1.59M -$51.6K -860 -3%
State Street
377
State Street
Massachusetts
$1.59M -$3.3M -55,072 -68%
RWA
378
Roberts Wealth Advisors
California
$1.58M -$54K -900 -3%
Two Sigma Investments
379
Two Sigma Investments
New York
$1.57M
SFS
380
Sowell Financial Services
Arkansas
$1.56M +$409K +6,823 +36%
CCM
381
Cohen Capital Management
California
$1.55M
HIM
382
Harbour Investment Management
Washington
$1.54M -$9K -150 -0.6%
P
383
Pitcairn
Pennsylvania
$1.54M +$13.4K +224 +0.9%
SYBT
384
Stock Yards Bank & Trust
Kentucky
$1.53M -$122K -2,032 -7%
S
385
Systrade
Liechtenstein
$1.51M -$16.5M -275,000 -92%
CL
386
CSS LLC
Illinois
$1.51M -$120K -2,000 -7%
GWI
387
Grace & White Inc
New York
$1.5M
PNC
388
Park National Corp
Ohio
$1.5M -$6.42K -107 -0.4%
NA
389
NewEdge Advisors
Louisiana
$1.48M +$277K +4,615 +23%
HR
390
Howe & Rusling
New York
$1.47M +$22.3K +372 +2%
GFS
391
GYL Financial Synergies
Connecticut
$1.47M +$91.5K +1,524 +7%
CAS
392
Coppell Advisory Solutions
Texas
$1.46M +$196K +3,273 +15%
WB
393
WesBanco Bank
West Virginia
$1.45M +$103K +1,710 +8%
BIA
394
Barry Investment Advisors
Massachusetts
$1.45M -$18.5K -309 -1%
QP
395
Quilter Plc
United Kingdom
$1.45M
BMA
396
Brooks Moore & Associates
Tennessee
$1.45M -$1.07M -17,894 -43%
AssetMark Inc
397
AssetMark Inc
California
$1.44M -$3.42K -57 -0.2%
HCM
398
Howland Capital Management
Massachusetts
$1.42M -$30K -500 -2%
GAG
399
GM Advisory Group
New York
$1.41M -$115K -1,920 -8%
ONB
400
Old National Bancorp
Indiana
$1.4M -$181K -3,009 -11%

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.