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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
FMTCOCP
1076
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K +$3.3K +55 +7%
CCA
1077
Column Capital Advisors
Indiana
$50.8K
SWA
1078
SOA Wealth Advisors
New York
$49K -$60 -1 -0.1%
HCM
1079
Highlander Capital Management
New Jersey
$48K
CSB
1080
City State Bank
Iowa
$47K
FFA
1081
Farther Finance Advisors
California
$45.7K +$2.7K +45 +6%
BCM
1082
Bourgeon Capital Management
Connecticut
$45.3K
TFM
1083
TFC Financial Management
Massachusetts
$44.7K +$44.5K +741 New
RMC
1084
Resources Management Corp
Connecticut
$44K -$119K -1,979 -73%
HWA
1085
HHM Wealth Advisors
Tennessee
$42.9K +$1.68K +28 +4%
IGWM
1086
ICA Group Wealth Management
Colorado
$40.8K -$108K -1,796 -73%
FWM
1087
Focused Wealth Management
New York
$40.2K +$300 +5 +0.8%
CWP
1088
Concord Wealth Partners
Virginia
$40.1K
CTA
1089
Colonial Trust Advisors
South Carolina
$39.7K
IFAM
1090
Institutional & Family Asset Management
Colorado
$38.9K -$8.46K -141 -18%
Nisa Investment Advisors
1091
Nisa Investment Advisors
Missouri
$36.8K +$16.9K +282 +86%
DJSG
1092
D.J. St. Germain
Massachusetts
$36.1K +$35.9K +598 New
FPFS
1093
First Personal Financial Services
North Carolina
$33.8K
AFIA
1094
America First Investment Advisors
Nebraska
$33.3K
TCM
1095
TD Capital Management
Tennessee
$33.2K
GGI
1096
Godsey & Gibb Inc
Virginia
$33.1K -$36K -600 -52%
GIA
1097
GHP Investment Advisors
Colorado
$33.1K +$7.8K +130 +33%
FCMT
1098
Founders Capital Management (Texas)
Texas
$33K
BWM
1099
BerganKDV Wealth Management
Minnesota
$32.8K -$8.58K -143 -21%
TIM
1100
Tortoise Investment Management
New York
$30.2K +$6K +100 +25%

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.