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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: 2632 (+6)

8% more capital invested

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

1% more funds holding

Funds holding: 1,1901,202 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
926
Foundations Investment Advisors
Arizona
$235K +$17.8K +296 +8%
WQ
927
Wealth Quarterback
New Jersey
$234K -$19.7K -329 -8%
SC
928
Sepio Capital
Utah
$233K +$3.48K +58 +2%
AA
929
Argent Advisors
Louisiana
$232K
ACM
930
Advance Capital Management
Michigan
$232K +$231K +3,848 New
SIA
931
Soltis Investment Advisors
Utah
$231K +$230K +3,834 New
BBW
932
Blue Barn Wealth
Utah
$231K -$16.8K -280 -7%
HIC
933
Holderness Investments Company
North Carolina
$230K
TLP
934
Trinity Legacy Partners
Texas
$229K
FCBT
935
First Citizens Bank & Trust
North Carolina
$228K +$227K +3,777 New
TAM
936
Tucker Asset Management
Colorado
$228K -$16.7K -279 -7%
GLA
937
Good Life Advisors
Pennsylvania
$227K +$1.14K +19 +0.5%
NCM
938
Noesis Capital Mangement
Florida
$227K -$9K -150 -4%
BTW
939
Boston Trust Walden
Massachusetts
$226K
EWM
940
Empirical Wealth Management
Washington
$226K +$4.56K +76 +2%
QPWM
941
Quadrant Private Wealth Management
Pennsylvania
$226K +$12K +200 +6%
GQG Partners
942
GQG Partners
Florida
$226K
MSAM
943
Moloney Securities Asset Management
Missouri
$225K -$37K -617 -14%
PHS
944
Pekin Hardy Strauss
Illinois
$224K -$6K -100 -3%
CA
945
Cullinan Associates
Kentucky
$223K
MWM
946
MBE Wealth Management
Wisconsin
$222K +$60 +1 +0%
GIA
947
Gladstone Institutional Advisory
Florida
$222K -$17.1K -285 -7%
TP
948
Tranquility Partners
Tennessee
$222K +$220K +3,674 New
IWP
949
Icon Wealth Partners
Texas
$221K -$6.54K -109 -3%
GF
950
Goodman Financial
Texas
$219K

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.