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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
JWCA
851
J.W. Coons Advisors
Ohio
$275K – – –
BFA
852
Bill Few Associates
Pennsylvania
$273K +$2.94K +50 +1%
BBA
853
BLB&B Advisors
Pennsylvania
$272K -$144K -2,448 -34%
CC
854
Chicago Capital
Illinois
$270K – – –
MHC
855
Meyer Handelman Company
New York
$270K – – –
CIAS
856
Capital Investment Advisory Services
North Carolina
$269K -$161K -2,743 -37%
PCS
857
Personal CFO Solutions
New Jersey
$269K +$10.8K +183 +4%
CAI
858
Capital Advisors Inc
Oklahoma
$268K +$1.59K +27 +0.6%
GIP
859
Granite Investment Partners
California
$268K – – –
WPW
860
Waldron Private Wealth
Pennsylvania
$265K +$271K +4,607 New
SFC
861
Strategic Financial Concepts
Texas
$265K +$271K +4,601 New
KC
862
Kenfarb & Co
Kentucky
$265K -$58.8K -1,000 -18%
GIA
863
Guyasuta Investment Advisors
Pennsylvania
$265K +$271K +4,600 New
GVAG
864
Great Valley Advisor Group
Delaware
$265K -$1.16M -19,782 -81%
CLOS
865
Compagnie Lombard Odier SCmA
Switzerland
$263K -$212K -3,600 -44%
CCG
866
Chatham Capital Group
Georgia
$262K – – –
CAM
867
Carret Asset Management
New York
$261K – – –
PS
868
Planned Solutions
California
$260K +$8.24K +140 +3%
Schroder Investment Management Group
869
Schroder Investment Management Group
United Kingdom
$257K – – –
Citadel Advisors
870
Citadel Advisors
Florida
$255K +$136K +2,318 +110%
APG
871
Abacus Planning Group
South Carolina
$255K – – –
WT
872
Washington Trust
Rhode Island
$254K -$27.1K -460 -9%
Kovitz Investment Group Partners
873
Kovitz Investment Group Partners
Illinois
$253K +$259K +4,399 New
PWP
874
Phillips Wealth Planners
Mississippi
$252K +$241K +4,098 New
IAP
875
Indie Asset Partners
Indiana
$251K – – –
33 34
35
36 37

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.