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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
DA
951
Doliver Advisors
Texas
$219K
CHAM
952
Clear Harbor Asset Management
Connecticut
$218K +$217K +3,618 New
GLLW
953
Graves Light Lenhart Wealth
Virginia
$218K +$216K +3,604 New
HWA
954
HCR Wealth Advisors
California
$216K +$215K +3,585 New
DAM
955
Delta Asset Management
Tennessee
$216K
RMDI
956
R.M. Davis Inc
Maine
$215K +$780 +13 +0.4%
KMWM
957
Keudell/Morrison Wealth Management
Oregon
$215K -$28.7K -479 -12%
SP
958
Successful Portfolios
Florida
$214K -$167K -2,783 -44%
TCM
959
Tufton Capital Management
Maryland
$214K
RIA
960
Retirement Investment Advisors
Oklahoma
$214K -$21.5K -358 -9%
BWM
961
BigSur Wealth Management
Florida
$214K +$212K +3,536 New
FCP
962
Fidelis Capital Partners
Florida
$213K +$212K +3,533 New
HIP
963
HUB Investment Partners
Texas
$213K +$212K +3,532 New
MBTD
964
Mechanics Bank - Trust Department
California
$213K
MA
965
MONECO Advisors
Connecticut
$213K -$720 -12 -0.3%
WAM
966
Weinberger Asset Management
California
$213K
ADL
967
Asset Dedication LLC
California
$212K +$182K +3,030 +629%
CWP
968
CFM Wealth Partners
Texas
$211K
JIC
969
Joel Isaacson & Co
New York
$210K +$208K +3,472 New
1WM
970
1900 Wealth Management
Texas
$209K +$208K +3,467 New
FSA
971
Financial Sense Advisors
California
$209K +$208K +3,467 New
ACA
972
Aptus Capital Advisors
Alabama
$209K +$208K +3,458 New
WG
973
Welch Group
Alabama
$208K -$5.88K -98 -3%
PA
974
PFG Advisors
Arizona
$208K +$207K +3,443 New
HS
975
Horan Securities
United States
$208K +$6.78K +113 +3%

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.