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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
NFC
701
Northeast Financial Consultants
Connecticut
$417K – – –
BBI
702
Baxter Bros Inc
Connecticut
$417K +$58.8K +1,000 +16%
SFG
703
StrategIQ Financial Group
Indiana
$415K +$5.88K +100 +1%
CPA
704
Cardiff Park Advisors
California
$415K +$3.65K +62 +0.9%
DAS
705
Dynamic Advisor Solutions
Arizona
$414K -$15.2K -259 -3%
BAM
706
Berkshire Asset Management
Pennsylvania
$413K +$422K +7,178 New
GCM
707
Gallacher Capital Management
Colorado
$413K +$76.1K +1,294 +22%
CRC
708
Curi RMB Capital
Illinois
$408K – – –
AIM
709
Anchor Investment Management
South Carolina
$408K – – –
OWA
710
One Wealth Advisors
California
$406K +$765 +13 +0.2%
CL
711
Choreo LLC
Illinois
$405K +$415K +7,047 New
RPC
712
Rossmore Private Capital
Connecticut
$405K -$5.82K -99 -1%
SFG
713
Summit Financial Group
West Virginia
$404K -$2.06K -35 -0.5%
FFA
714
Founders Financial Alliance
North Carolina
$404K -$45.9K -781 -10%
CT
715
Cambridge Trust
Massachusetts
$403K -$5.59K -95 -1%
TW
716
Transform Wealth
Colorado
$402K -$16.1K -273 -4%
EG
717
Ellerson Group
Maryland
$401K -$70.6K -1,200 -15%
AS
718
Altshuler Shaham
Israel
$399K +$55.3K +940 +16%
FTC
719
Farmers Trust Company
Ohio
$399K -$52.9K -900 -11%
CCM
720
Coldstream Capital Management
Washington
$399K -$353 -6 -0.1%
LI
721
LMCG Investments
Massachusetts
$398K -$46.2K -785 -10%
MNBTD
722
Moody National Bank Trust Division
Texas
$397K +$21.6K +368 +6%
AC
723
Avant Capital
Louisiana
$397K – – –
AF
724
Allworth Financial
California
$395K +$28.8K +489 +8%
GCMG
725
Gyroscope Capital Management Group
Florida
$391K -$2.29K -39 -0.6%
27 28
29
30 31

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.