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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
VT
451
Vise Technologies
New York
$1.02M +$60.1K +1,021 +6%
IA
452
IFP Advisors
Florida
$1.02M -$348K -5,910 -23%
IF
453
Intrua Financial
Texas
$1.01M -$84.1K -1,429 -8%
HT
454
Headlands Technologies
Illinois
$1.01M +$1.03M +17,524 New
AAM
455
Auxier Asset Management
Oregon
$1M -$2.94K -50 -0.3%
LDB
456
Lee, Danner & Bass
Tennessee
$991K -$118K -2,000 -10%
EIP
457
Epoch Investment Partners
New York
$988K – – –
ISL
458
Ingalls & Snyder LLC
New York
$986K – – –
QCM
459
Quantinno Capital Management
New York
$985K +$52.2K +887 +5%
BCM
460
BTC Capital Management
Iowa
$975K -$79.1K -1,344 -7%
RG
461
Rathbones Group
United Kingdom
$961K – – –
NLP
462
Next Level Private
New York
$958K +$1.47K +25 +0.2%
CSIC
463
Clifford Swan Investment Counsel
California
$954K +$74.1K +1,259 +8%
IC
464
IEQ Capital
California
$951K +$10.5K +178 +1%
BL
465
Balentine LLC
Georgia
$950K +$332K +5,642 +52%
GI
466
GAMCO Investors
Connecticut
$945K -$56.9K -967 -6%
SWP
467
Stratos Wealth Partners
Ohio
$943K -$81.8K -1,390 -8%
SWM
468
Sendero Wealth Management
Texas
$942K +$50.9K +865 +6%
AWM
469
Absher Wealth Management
North Carolina
$937K -$680K -11,566 -42%
OPCM
470
Osborne Partners Capital Management
California
$935K -$120K -2,043 -11%
DP
471
Dearborn Partners
Illinois
$934K +$4.24K +72 +0.4%
BEAM
472
Baker Ellis Asset Management
Washington
$932K – – –
CIM
473
Confluence Investment Management
Missouri
$932K +$32.8K +557 +4%
HSA
474
HBK Sorce Advisory
Pennsylvania
$923K +$944K +16,046 New
CCA
475
Checchi Capital Advisers
California
$919K +$101K +1,723 +12%
17 18
19
20 21

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.