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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
MRCM
1051
M&R Capital Management
New Jersey
$77.9K
PGAM
1052
Princeton Global Asset Management
New Jersey
$75.3K
IPW
1053
Impact Partnership Wealth
Georgia
$75.1K +$74.6K +1,243 New
BWM
1054
Baystate Wealth Management
Massachusetts
$73.4K
GFPC
1055
Global Financial Private Client
Florida
$73.3K -$1.38K -23 -2%
BC
1056
Barrett & Company
Rhode Island
$68.9K
PAM
1057
Paradigm Asset Management
New York
$67.5K
AWM
1058
Avior Wealth Management
Nebraska
$66.6K +$8.7K +145 +15%
M
1059
MOTCO
Texas
$66.5K +$18.4K +307 +39%
MSFP
1060
Mark Sheptoff Financial Planning
Connecticut
$66.4K +$3K +50 +5%
FCB
1061
First Command Bank
Texas
$64.4K
FCFS
1062
First Command Financial Services
Texas
$64.4K
HBW
1063
Hazlett, Burt & Watson
West Virginia
$63K +$11.8K +196 +23%
BFPW
1064
BOK Financial Private Wealth
Colorado
$62.9K
PPC
1065
Park Place Capital
Alabama
$62.7K -$98.5K -1,641 -61%
AIM
1066
Arcadia Investment Management
Michigan
$59.4K
CG
1067
Cutler Group
California
$59K -$196K -3,263 -77%
CFO
1068
CVA Family Office
Colorado
$59K +$19.3K +322 +49%
WAM
1069
Worth Asset Management
Texas
$57.1K +$19K +317 +50%
BG
1070
Bollard Group
Massachusetts
$57K +$8.76K +146 +18%
MIP
1071
Mondrian Investment Partners
United Kingdom
$54.3K
NRG
1072
Nemes Rush Group
Michigan
$54K +$53.7K +895 New
CSWM
1073
Cassady Schiller Wealth Management
Ohio
$53.9K +$16K +266 +42%
DAC
1074
Dividend Assets Capital
South Carolina
$52K
FCA
1075
FinTrust Capital Advisors
South Carolina
$51.4K

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.