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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
SIC
1001
Salem Investment Counselors
North Carolina
$172K
AW
1002
Avion Wealth
Texas
$171K +$11.7K +195 +7%
Jones Financial Companies
1003
Jones Financial Companies
Missouri
$167K -$91.2K -1,519 -35%
OP
1004
ORG Partners
Indiana
$167K +$165K +2,749 New
WP
1005
WealthPLAN Partners
Nebraska
$164K -$780 -13 -0.5%
SCA
1006
Stonebridge Capital Advisors
Minnesota
$162K +$3.24K +54 +2%
SFCL
1007
Strengthening Families & Communities LLC
Massachusetts
$162K +$152K +2,531 +1,612%
AWM
1008
AllSquare Wealth Management
New York
$155K
EWA
1009
EverSource Wealth Advisors
Alabama
$155K +$8.16K +136 +6%
BWP
1010
Baldwin Wealth Partners
Massachusetts
$153K -$5.16K -86 -3%
HCP
1011
Hexagon Capital Partners
Arkansas
$153K +$11K +183 +8%
OPTFSNA
1012
Old Point Trust & Financial Services N A
Virginia
$151K +$150K +2,501 New
FPB
1013
First PREMIER Bank
South Dakota
$151K
EWM
1014
Endurance Wealth Management
Rhode Island
$147K
BWA
1015
BDO Wealth Advisors
Florida
$145K +$5.76K +96 +4%
CAL
1016
Capital Analysts LLC
Pennsylvania
$142K +$3.24K +54 +2%
PB
1017
Pinnacle Bancorp
Nebraska
$134K
GWS
1018
Glassman Wealth Services
Virginia
$129K -$900 -15 -0.7%
YDMI
1019
Y.D. More Investments
Israel
$127K -$48K -800 -28%
HWP
1020
Highline Wealth Partners
California
$126K
WSC
1021
Wellington Shields & Co
New York
$125K -$12K -200 -9%
VCM
1022
Vigilant Capital Management
Maine
$121K
BCFD
1023
Boit C.F. David
$121K
ME
1024
McIlrath & Eck
Washington
$120K +$7.2K +120 +6%
HIA
1025
Harbor Investment Advisory
Maryland
$120K -$56.5K -942 -32%

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.