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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
BCA
1026
Bray Capital Advisors
Florida
$118K
GBT
1027
Grove Bank & Trust
Florida
$116K -$4.26K -71 -4%
AF
1028
Advisornet Financial
Minnesota
$115K +$24.2K +404 +27%
RTC
1029
Riverview Trust Company
Washington
$114K
SWA
1030
Sutton Wealth Advisors
Florida
$112K +$68.5K +1,142 +159%
AA
1031
Addison Advisors
Vermont
$111K -$9K -150 -8%
PCA
1032
Providence Capital Advisors
North Carolina
$108K
SWM
1033
Sugarloaf Wealth Management
Georgia
$104K +$120 +2 +0.1%
LB
1034
Legacy Bridge
Iowa
$96.6K
LWANC
1035
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.5K
CWA
1036
Clearview Wealth Advisors
Oregon
$94.1K +$720 +12 +0.8%
CT
1037
Colonial Trust
South Carolina
$93.6K +$3.96K +66 +4%
WB
1038
Webster Bank
Connecticut
$92.9K
EBA
1039
Eagle Bay Advisors
New York
$92.6K +$60 +1 +0.1%
TWM
1040
Tradition Wealth Management
Minnesota
$91K +$7.62K +127 +9%
USB
1041
Union Savings Bank
Connecticut
$88.1K +$85.8K +1,429 New
CHA
1042
Carmichael Hill & Associates
Maryland
$87.9K
CSC
1043
Caldwell Sutter Capital
California
$86.9K +$35.6K +593 +70%
IUHSA
1044
Itau Unibanco Holding S.A.
Brazil
$86K -$7.92K -132 -8%
HCM
1045
Hollencrest Capital Management
California
$85K
CNBTD
1046
Citizens National Bank Trust Department
Mississippi
$84.4K
GJIA
1047
Glass Jacobson Investment Advisors
Maryland
$83.6K +$83.1K +1,385 New
AA
1048
AlphaMark Advisors
Kentucky
$80K -$3K -50 -4%
TCCM
1049
Timber Creek Capital Management
Massachusetts
$78.5K
WBC
1050
West Branch Capital
Massachusetts
$78.5K

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.