We are live on ! Find out more
SHEL icon

Shell
SHEL

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: 26 → 32 (+6)

8% more capital invested

Capital invested by funds: $17.2B → $18.6B (+$1.36B)

1% more funds holding

Funds holding: 1,190 → 1,202 (+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

Top Buyers

1
PFCS
Pale Fire Capital SE
Czech Republic
+$326M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$197M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$185M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$86.1M
5
Pzena Investment Management
Pzena Investment Management
New York
+$84.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$444M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$83.1M
5
Holocene Advisors
Holocene Advisors
New York
-$72.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$58.5M +$1.52M +25,356 +3%
BIP
52
Brandes Investment Partners
California
$58M +$8.83M +147,056 +18%
EIC
53
Equity Investment Corp
Georgia
$58M -$1.01M -16,820 -2%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$57.7M -$3.34M -55,576 -5%
LBA
55
Letko, Brosseau & Associates
Quebec, Canada
$56.6M -$215K -3,578 -0.4%
DKCM
56
Davidson Kempner Capital Management
New York
$53.2M +$52.8M +880,458 New
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$53.1M – – –
Alyeska Investment Group
58
Alyeska Investment Group
Illinois
$52.7M +$29.7M +495,294 +131%
Holocene Advisors
59
Holocene Advisors
New York
$50.4M -$72.1M -1,202,023 -59%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$49.5M -$523K -8,713 -1%
RJA
61
Raymond James & Associates
Florida
$49.3M -$1.02M -17,073 -2%
EIP
62
Energy Income Partners
Connecticut
$48.9M +$531K +8,852 +1%
Pacer Advisors
63
Pacer Advisors
Pennsylvania
$47.5M +$36.5M +608,496 +341%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$46.5M +$2.7M +44,982 +6%
Ameriprise
65
Ameriprise
Minnesota
$44.8M +$6.93M +115,397 +18%
Jennison Associates
66
Jennison Associates
New York
$43.6M +$8.32M +138,689 +24%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$42.6M -$5.27M -87,792 -11%
Renaissance Technologies
68
Renaissance Technologies
New York
$41.1M +$40.8M +680,386 New
GLA
69
Great Lakes Advisors
Illinois
$40.6M -$16.9M -282,175 -30%
Invesco
70
Invesco
Georgia
$40.5M -$1.81M -30,145 -4%
CCM
71
Cullen Capital Management
New York
$40.2M -$3.27M -54,422 -8%
Corient Private Wealth
72
Corient Private Wealth
Florida
$37M +$7.48M +124,613 +26%
ECM
73
ExodusPoint Capital Management
New York
$36.1M -$3.72M -61,978 -9%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$35.5M +$741K +12,344 +2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$35.1M -$10.3M -171,911 -23%
1 2
3
4 5

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.