Shell
SHEL
1,312 hedge funds and large institutions have $22.2B invested in Shell in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 400 increasing their positions, 520 reducing their positions, and 91 closing their positions.
77% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 91
33% more call options, than puts
Call options by funds: $760M | Put options by funds: $573M
6% more capital invested
Capital invested by funds: $21B → $22.2B (+$1.22B)
4% more funds holding
Funds holding: 1,262 → 1,312 (+50)
0.27% more ownership
Funds ownership: 4.91% → 5.18% (+0.27%)
5% less funds holding in top 10
Funds holding in top 10: 40 → 38 (-2)
23% less repeat investments, than reductions
Existing positions increased: 400 | Existing positions reduced: 520
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$856M |
| 2 |
Morgan Stanley
New York
|
+$559M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$156M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$115M |
| 5 |
CC
Covalis Capital
London,
United Kingdom
|
+$87.9M |
Top Sellers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$476M |
| 2 |
PFCS
Pale Fire Capital SE
Prague,
Czech Republic
|
-$204M |
| 3 |
Bank of New York Mellon
New York
|
-$152M |
| 4 |
D.E. Shaw & Co
New York
|
-$98.9M |
| 5 |
Amundi
Paris,
France
|
-$85.6M |
SHEL Hedge Fund Activity: Q4 2023 in Review
1,312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2023, worth a combined $22.2B — up 5.8% from $21B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new SHEL positions and 91 closed out — a net gain of 70 holders — while 400 added to existing stakes and 520 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $856M. The largest seller was Arrowstreet Capital, cutting an estimated $476M.
- 1,312 institutional investors held Shell (SHEL) as of Q4 2023, up from 1,262 in Q3 2023.
- Funds reported $22.2B of Shell stock for Q4 2023, up 5.8% quarter-over-quarter.
- 161 funds opened new Shell positions in Q4 2023 and 91 closed out, a net change of +70 holders.
- The largest Shell buyer in Q4 2023 was Fidelity Investments, an estimated $856M added.
- The largest Shell seller in Q4 2023 was Arrowstreet Capital, an estimated $476M sold.
Based on aggregated 13F filings for Q4 2023.