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
BFA
976
Beacon Financial Advisory
Ohio
$206K +$205K +3,414 New
LJAC
977
L.J. Altfest & Co
New York
$205K +$204K +3,393 New
AC
978
Addison Capital
Pennsylvania
$205K +$204K +3,402 New
AP
979
Appleton Partners
Massachusetts
$204K +$203K +3,375 New
CS
980
Comerica Securities
Michigan
$204K -$24.9K -415 -11%
MFG
981
Merit Financial Group
Georgia
$203K +$201K +3,355 New
MW
982
Marcum Wealth
Ohio
$202K +$201K +3,348 New
GFG
983
Goldstone Financial Group
Illinois
$202K +$201K +3,345 New
LF
984
Lantz Financial
Illinois
$201K +$200K +3,333 New
WPW
985
Waldron Private Wealth
Pennsylvania
$201K -$76.6K -1,277 -28%
DWM
986
Dorchester Wealth Management
Quebec, Canada
$201K -$291K -4,850 -59%
FG
987
Fiduciary Group
Georgia
$200K +$199K +3,320 New
TRCT
988
Tower Research Capital (TRC)
New York
$198K +$118K +1,966 +149%
TF
989
Tompkins Financial
New York
$195K – – –
FDCC
990
Foster Dykema Cabot & Co
Massachusetts
$195K +$194K +3,225 New
RFG
991
RFP Financial Group
Georgia
$192K +$135K +2,250 +242%
PFSC
992
Peoples Financial Services Corp
Pennsylvania
$190K -$6K -100 -3%
AA
993
Ancora Advisors
Ohio
$189K +$120 +2 +0.1%
TIM
994
Thompson Investment Management
Wisconsin
$184K – – –
JWA
995
JFS Wealth Advisors
Pennsylvania
$184K -$1.02K -17 -0.6%
CAM
996
Chesapeake Asset Management
New York
$184K -$2.7K -45 -1%
WTA
997
Washington Trust Advisors
Massachusetts
$183K – – –
AAG
998
Armstrong Advisory Group
Massachusetts
$181K +$360 +6 +0.2%
UCB
999
United Community Bank
South Carolina
$180K – – –
AAP
1000
Arax Advisory Partners
Colorado
$176K -$6.78K -113 -4%
38 39
40
41 42

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.