We are live on ! Find out more
SHEL icon

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
NB
951
Northwest Bancshares
Pennsylvania
$210K +$215K +3,650 New
GF
952
Goodman Financial
Texas
$209K -$9.35K -159 -4%
DA
953
Doliver Advisors
Texas
$209K – – –
OWA
954
Outlook Wealth Advisors
Texas
$208K -$7.77K -132 -4%
NFA
955
Northern Financial Advisors
Michigan
$207K +$425K +7,219 New
FIA
956
Foundations Investment Advisors
Arizona
$207K -$27.2K -463 -11%
EFSCE
957
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$210K +3,572 New
DAM
958
Delta Asset Management
Tennessee
$205K – – –
RMDI
959
R.M. Davis Inc
Maine
$204K -$25K -425 -11%
TCM
960
Tufton Capital Management
Maryland
$204K – – –
WG
961
Welch Group
Alabama
$204K -$31.4K -533 -13%
QPWM
962
Quadrant Private Wealth Management
Pennsylvania
$204K -$588 -10 -0.3%
MA
963
MONECO Advisors
Connecticut
$203K +$208K +3,533 New
MBTD
964
Mechanics Bank - Trust Department
California
$203K – – –
WAM
965
Weinberger Asset Management
California
$203K – – –
TA
966
Tiedemann Advisors
New York
$202K -$47.1K -800 -19%
TBA
967
Tower Bridge Advisors
Pennsylvania
$202K +$206K +3,507 New
DLG
968
Daniel L. Goodwin
$201K +$206K +3,500 New
CWP
969
CFM Wealth Partners
Texas
$201K +$206K +3,498 New
BPWM
970
Badgley Phelps Wealth Managers
Washington
$201K +$206K +3,494 New
RWB
971
RMR Wealth Builders
New Jersey
$201K -$8.77K -149 -4%
GWM
972
Geneos Wealth Management
Colorado
$195K -$202K -3,441 -50%
HS
973
Horan Securities
United States
$192K +$4.12K +70 +2%
PFSC
974
Peoples Financial Services Corp
Pennsylvania
$187K – – –
TF
975
Tompkins Financial
New York
$186K – – –
37 38
39
40 41

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.