We are live on ! Find out more
SHEL icon

Shell
SHEL

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: 26 → 32 (+6)

8% more capital invested

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

1% more funds holding

Funds holding: 1,190 → 1,202 (+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

Top Buyers

1
PFCS
Pale Fire Capital SE
Czech Republic
+$326M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$197M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$185M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$86.1M
5
Pzena Investment Management
Pzena Investment Management
New York
+$84.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$444M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$83.1M
5
Holocene Advisors
Holocene Advisors
New York
-$72.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
76
American Century Companies
Missouri
$35.1M +$3.55M +59,205 +11%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$34.6M -$1.88M -31,277 -5%
LPL Financial
78
LPL Financial
California
$34.4M +$327K +5,452 +1%
ACG
79
Aventail Capital Group
New York
$34.1M +$33.9M +565,419 New
PDM
80
Penn Davis McFarland
Texas
$34M -$398K -6,633 -1%
Verition Fund Management
81
Verition Fund Management
Connecticut
$33.6M +$1.87M +31,103 +6%
NSLI
82
Nan Shan Life Insurance
Taiwan
$33.6M – – –
CI
83
Cambiar Investors
Colorado
$33.4M -$1.2M -20,075 -3%
TA
84
TruWealth Advisors
Louisiana
$28M -$155K -2,576 -0.6%
HighTower Advisors
85
HighTower Advisors
Illinois
$26.6M +$2.11M +35,218 +9%
GF
86
Gabelli Funds
New York
$25.7M – – –
WIC
87
Willis Investment Counsel
Georgia
$25.7M +$9.84K +164 +0%
LC
88
L1 Capital
Australia
$25.6M +$25.5M +424,252 New
CIBC World Market
89
CIBC World Market
Ontario, Canada
$25.3M +$245K +4,075 +1%
HCM
90
Huber Capital Management
California
$25M +$408K +6,800 +2%
CI Investments Inc
91
CI Investments Inc
Ontario, Canada
$24.9M -$1.29M -21,436 -5%
KCM
92
Kornitzer Capital Management
Kansas
$24.2M +$605K +10,082 +3%
FP
93
Foundry Partners
Minnesota
$23.8M +$1.57M +26,123 +7%
CF
94
Cantor Fitzgerald
New York
$23.4M -$315K -5,253 -1%
Marshall Wace
95
Marshall Wace
United Kingdom
$22.3M +$22.2M +369,846 New
TC
96
Teilinger Capital
Texas
$21.7M +$17.5M +290,800 +420%
NWM
97
Nicola Wealth Management
British Columbia, Canada
$21.1M -$4.66M -77,600 -18%
SCM
98
SIR Capital Management
New York
$21M -$2.28M -38,000 -10%
GCC
99
Guardian Capital (Canada)
Ontario, Canada
$20.8M -$1.85M -30,786 -8%
HP
100
Hikari Power
Japan
$20.6M – – –
2 3
4
5 6

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.