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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
BIP
1226
Blueprint Investment Partners
North Carolina
-$488K -8,481 Closed
JIP
1227
Jaffetilchin Investment Partners
Florida
-$469K -8,156 Closed
BAM
1228
Belpointe Asset Management
Nevada
-$446K -7,754 Closed
ACM
1229
Argyle Capital Management
Pennsylvania
-$441K -7,672 Closed
CS
1230
Credit Suisse
Switzerland
-$422K -7,341 Closed
NFA
1231
Northern Financial Advisors
Michigan
-$207K -7,219 Closed
Parallax Volatility Advisers
1232
Parallax Volatility Advisers
California
-$400K -6,666 Closed
WDL
1233
Well Done LLC
Michigan
-$379K -6,593 Closed
SPP
1234
Single Point Partners
Massachusetts
-$368K -6,402 Closed
LCGC
1235
Legacy Capital Group California
California
-$330K -5,740 Closed
SIS
1236
Susquehanna International Securities
Ireland
-$319K -5,540 Closed
LCWP
1237
Legacy Capital Wealth Partners
Arkansas
-$281K -4,881 Closed
GIA
1238
Guyasuta Investment Advisors
Pennsylvania
-$265K -4,600 Closed
GVAG
1239
Great Valley Advisor Group
Delaware
-$265K -4,595 Closed
Kovitz Investment Group Partners
1240
Kovitz Investment Group Partners
Illinois
-$253K -4,399 Closed
BFM
1241
Boston Financial Management
Massachusetts
-$235K -4,090 Closed
VCAM
1242
Van Cleef Asset Management
Ohio
-$235K -4,082 Closed
WWM
1243
Western Wealth Management
Colorado
-$227K -3,941 Closed
EI
1244
Ellevest Inc
New York
-$217K -3,773 Closed
MHS
1245
M Holdings Securities
Oregon
-$216K -3,748 Closed
NB
1246
Northwest Bancshares
Pennsylvania
-$210K -3,650 Closed
EFSCE
1247
Enterprise Financial Services Corp (EFSC)
Missouri
-$206K -3,572 Closed
TBA
1248
Tower Bridge Advisors
Pennsylvania
-$202K -3,507 Closed
DLG
1249
Daniel L. Goodwin
-$201K -3,500 Closed
BPWM
1250
Badgley Phelps Wealth Managers
Washington
-$201K -3,494 Closed

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.