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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
CAM
1151
Costello Asset Management
Pennsylvania
$12.1K
EWM
1152
Evermay Wealth Management
Virginia
$12.1K
MAWCM
1153
Mine & Arao Wealth Creation & Management
California
$12.1K
PWMG
1154
Prestige Wealth Management Group
New Jersey
$12.1K
FNBOSM
1155
First National Bank of South Miami
Florida
$12.1K
JMF
1156
Johnson Midwest Financial
Iowa
$12K
SHIM
1157
Stone House Investment Management
Pennsylvania
$11.3K +$60 +1 +0.5%
CFS
1158
CGC Financial Services
Oregon
$11.2K +$11.2K +186 New
NSG
1159
Nalls Sherbakoff Group
Tennessee
$11.2K
WWP
1160
WR Wealth Planners
Missouri
$9.9K -$2.58K -43 -21%
RG
1161
Retirement Group
California
$9.42K
NFSG
1162
Newbridge Financial Services Group
Florida
$9.06K -$6K -100 -40%
GTAM
1163
Global Trust Asset Management
Florida
$9.06K
JGIA
1164
Jackson Grant Investment Advisers
Connecticut
$8.57K +$5.04K +84 +145%
TF
1165
TimeScale Financial
Massachusetts
$8.45K
GWSG
1166
GPS Wealth Strategies Group
Colorado
$8.45K +$8.4K +140 New
IA
1167
IFS Advisors
Kansas
$8.03K +$7.98K +133 New
VNA
1168
Valley National Advisers
Pennsylvania
$8K
CB
1169
Centennial Bank
Arkansas
$7.55K
CWM
1170
Cedar Wealth Management
California
$7.06K
JFGIW
1171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.94K +$6.9K +115 New
CPA
1172
Cowen Prime Advisors
New York
$6.76K
Federated Hermes
1173
Federated Hermes
Pennsylvania
$6.34K
FSWA
1174
Financial Synergies Wealth Advisors
Texas
$6.25K -$19.1K -319 -75%
PA
1175
PSI Advisors
Florida
$6.16K

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.