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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
MFA
1101
McClarren Financial Advisors
Pennsylvania
$30K +$30.5K +509 New
CFD
1102
Creative Financial Designs
Indiana
$29.8K +$300 +5 +1%
PK
1103
Pflug Koory
Nebraska
$29.6K
KFI
1104
Key Financial Inc
Pennsylvania
$29.1K +$60 +1 +0.2%
JFA
1105
JNBA Financial Advisors
Minnesota
$27.5K -$7.62K -127 -22%
BWS
1106
Buck Wealth Strategies
Colorado
$27.2K +$27K +450 New
FFC
1107
First Financial Corp
Indiana
$25.5K -$4.38K -73 -15%
HWA
1108
Heritage Wealth Advisors
Virginia
$25.4K
MFG
1109
Mendota Financial Group
Wisconsin
$25.1K
TSWM
1110
Tyler-Stone Wealth Management
Ohio
$23K +$23.2K +386 New
VF
1111
VitalStone Financial
Texas
$23K +$24.3K +405 New
PP
1112
PFS Partners
New Jersey
$22.8K
PMFA
1113
Plante Moran Financial Advisors
Michigan
$22.6K +$2.58K +43 +13%
FA
1114
Fiduciary Alliance
South Carolina
$22.5K +$22.3K +372 New
WIM
1115
WealthPlan Investment Management
Nebraska
$22K +$3.6K +60 +20%
GKIM
1116
GW&K Investment Management
Massachusetts
$21K +$20.5K +341 New
T2I
1117
Turim 21 Investimentos
Brazil
$20.8K +$20.7K +345 New
TC
1118
Trust Company
Kansas
$20.8K +$20.6K +344 New
NECFA
1119
New England Capital Financial Advisors
Connecticut
$20.4K
HWM
1120
HighMark Wealth Management
Minnesota
$20.2K -$120 -2 -0.6%
PP
1121
Pacifica Partners
Canada
$20.1K +$6K +100 +42%
CP
1122
Castleview Partners
Texas
$19.7K
AP
1123
Atwood & Palmer
Missouri
$19.6K
AWM
1124
Atticus Wealth Management
Florida
$19.1K +$2.52K +42 +15%
MA
1125
MCF Advisors
Kentucky
$18.8K -$7.08K -118 -27%

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.