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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
TCA
901
Transcend Capital Advisors
New Jersey
$236K +$241K +4,099 New
HPC
902
HM Payson & Co
Maine
$235K -$30.7K -522 -11%
BFM
903
Boston Financial Management
Massachusetts
$235K -$14.1K -240 -6%
VCAM
904
Van Cleef Asset Management
Ohio
$235K – – –
RFN
905
RDA Financial Network
Iowa
$234K – – –
AA
906
Altman Advisors
Illinois
$233K +$1.21M +20,617 New
TAM
907
Tucker Asset Management
Colorado
$233K +$35.5K +604 +18%
SFP
908
Sandbox Financial Partners
Maryland
$232K +$238K +4,040 New
KMWM
909
Keudell/Morrison Wealth Management
Oregon
$232K +$237K +4,032 New
CA
910
Cornerstone Advisory
Maryland
$231K – – –
RCA
911
Resonant Capital Advisors
Wisconsin
$231K – – –
TPM
912
Triasima Portfolio Management
Quebec, Canada
$230K – – –
CFG
913
Cooper Financial Group
California
$229K +$18.8K +319 +9%
OC
914
Oakworth Capital
Alabama
$229K – – –
CBA
915
Coastal Bridge Advisors
Connecticut
$229K +$353 +6 +0.2%
TT
916
TI-Trust
Illinois
$229K – – –
FM
917
Family Management
New York
$228K – – –
GIA
918
Gladstone Institutional Advisory
Florida
$228K -$57.1K -971 -20%
CWM
919
Chemistry Wealth Management
New York
$228K – – –
BBVA
920
Banco Bilbao Vizcaya Argentaria
Spain
$227K +$232K +3,947 New
WWM
921
Western Wealth Management
Colorado
$227K -$182K -3,098 -44%
EDRH
922
Edmond de Rothschild Holding
Switzerland
$226K – – –
WEG
923
World Equity Group
Illinois
$226K +$1.27M +21,598 New
ZB
924
Zions Bancorporation
Utah
$226K -$86.3K -1,467 -27%
SWA
925
Sax Wealth Advisors
New Jersey
$225K – – –
35 36
37
38 39

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.