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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
Norges Bank
26
Norges Bank
Norway
$163M -$444M -7,400,000 -73%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$159M +$36.1M +600,980 +30%
Northern Trust
28
Northern Trust
Illinois
$149M -$797K -13,282 -0.5%
Wells Fargo
29
Wells Fargo
California
$146M +$482K +8,024 +0.3%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$131M -$14.9M -248,881 -10%
WGI
31
Westwood Global Investments
Massachusetts
$125M +$54.3M +904,844 +77%
Capital Research Global Investors
32
Capital Research Global Investors
California
$121M +$82.4K +1,373 +0.1%
N
33
Nuveen
North Carolina
$115M +$52.5M +874,608 +84%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$113M -$10.5M -175,264 -9%
State Farm Mutual Automobile Insurance
35
State Farm Mutual Automobile Insurance
Illinois
$112M
Stifel Financial
36
Stifel Financial
Missouri
$111M +$6.48M +107,960 +6%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$100M -$100M -1,671,010 -50%
MIM
38
Merewether Investment Management
Texas
$91.5M +$4.5M +74,909 +5%
TAM
39
Todd Asset Management
Kentucky
$90.4M -$73.5K -1,225 -0.1%
SAM
40
Silvercrest Asset Management
New York
$89.1M +$24.1M +401,115 +37%
UBS Group
41
UBS Group
Switzerland
$87.5M -$5.02M -83,733 -5%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$86.7M +$86.1M +1,435,323 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$78.3M +$17.1M +285,481 +28%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$73.9M -$178M -2,959,013 -71%
JP Morgan Chase
45
JP Morgan Chase
New York
$72.8M -$28.7M -479,051 -28%
DLA
46
Douglas Lane & Associates
New York
$68.2M -$2.54M -42,370 -4%
Boston Partners
47
Boston Partners
Massachusetts
$64.4M -$5.11M -85,079 -7%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$63.6M -$83.1M -1,384,576 -57%
Macquarie Group
49
Macquarie Group
Australia
$61.8M -$1.31M -21,843 -2%
VanEck Associates
50
VanEck Associates
New York
$60.1M +$12.4M +205,900 +26%

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.