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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
BONH
1126
Bank of New Hampshire
New Hampshire
$18.7K
AT
1127
Avalon Trust
New Mexico
$18.5K
LFG
1128
Larson Financial Group
Missouri
$18.5K -$26K -433 -59%
SVCP
1129
Silicon Valley Capital Partners
California
$18.4K +$18.3K +305 New
ACM
1130
Antonetti Capital Management
Florida
$18.1K
HC
1131
Hoese & Co
Minnesota
$18.1K
SC
1132
Stephens Consulting
Michigan
$18.1K
CBT
1133
CoreFirst Bank & Trust
Kansas
$18.1K +$4.98K +83 +38%
CA
1134
Centerpoint Advisors
Massachusetts
$18K
UIA
1135
Ulland Investment Advisors
Minnesota
$18K
LF
1136
Lee Financial
Texas
$17.3K
FGAM
1137
Financial Gravity Asset Management
Texas
$17.3K +$120 +2 +3%
2L
1138
25 LLC
Missouri
$15.8K +$180 +3 +1%
Allspring Global Investments
1139
Allspring Global Investments
North Carolina
$15.7K
KFS
1140
Kelly Financial Services
Massachusetts
$15.5K
RCM
1141
Raleigh Capital Management
North Carolina
$15.5K +$120 +2 +0.8%
PPWM
1142
PFG Private Wealth Management
Florida
$15.1K
OLVIG
1143
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K +$60 +1 +0.4%
JWM
1144
Janiczek Wealth Management
Colorado
$14.4K +$3.36K +56 +31%
FRA
1145
Front Row Advisors
California
$14K -$1.44K -24 -9%
CBT
1146
Central Bank & Trust
Kentucky
$13.9K
CWC
1147
Carolinas Wealth Consulting
North Carolina
$13.7K -$120 -2 -0.9%
AIC
1148
Archer Investment Corporation
Indiana
$13.5K -$33.3K -555 -71%
PO
1149
Private Ocean
California
$12.5K
TC
1150
Truvestments Capital
Florida
$12.5K

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.