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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
Connor, Clark & Lunn Investment Management (CC&L)
601
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$566K -$59.9K -1,019 -9%
LFA
602
Legacy Financial Advisors
Kentucky
$565K -$11.4K -194 -2%
WAL
603
W Advisors LLC
Tennessee
$562K – – –
PWPS
604
Pinnacle Wealth Planning Services
Ohio
$562K +$471 +8 +0.1%
IFG
605
Independent Financial Group
California
$562K +$17.4K +296 +3%
MOS
606
MGO One Seven
Ohio
$561K +$294K +5,001 +105%
ST
607
Smithfield Trust
Pennsylvania
$561K – – –
DI
608
Diligent Investors
California
$558K – – –
SC
609
Schulhoff & Co
Ohio
$556K – – –
AWA
610
Arete Wealth Advisors
Illinois
$553K -$6.88K -117 -1%
MFG
611
MidWestOne Financial Group
Iowa
$552K +$565K +9,600 New
FIM
612
Fruth Investment Management
Texas
$549K -$1.47K -25 -0.3%
IC
613
Inscription Capital
Texas
$549K +$51.4K +874 +10%
Janus Henderson Group
614
Janus Henderson Group
United Kingdom
$548K – – –
RHDIC
615
R.H. Dinel Investment Counsel
California
$547K – – –
GI
616
Gradient Investments
Minnesota
$546K +$49.3K +838 +10%
CG
617
Clarus Group
Texas
$543K +$529 +9 +0.1%
RBC
618
Romano Brothers & Co
Illinois
$542K -$8.82K -150 -2%
ADMI
619
Albert D. Mason Inc
Massachusetts
$538K -$2.82K -48 -0.5%
DT
620
Diversified Trust
Tennessee
$536K +$5.88K +100 +1%
ECA
621
Elevated Capital Advisors
Utah
$533K -$106K -1,800 -16%
GFP
622
Gryphon Financial Partners
Ohio
$528K +$22.4K +381 +4%
WJWM
623
Williams Jones Wealth Management
New York
$528K -$10.9K -186 -2%
FWSM
624
First Wilshire Securities Management
California
$528K – – –
RMAM
625
Raab & Moskowitz Asset Management
New Jersey
$527K – – –
23 24
25
26 27

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.