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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
RWB
1251
RMR Wealth Builders
New Jersey
-$201K -3,489 Closed
CIA
1252
Cascade Investment Advisors
Oregon
-$173K -3,000 Closed
SSC
1253
Syverson Strege & Co
Iowa
-$143K -2,478 Closed
CF
1254
Centaurus Financial
California
-$138K -2,399 Closed
CIM
1255
Contravisory Investment Management
Massachusetts
-$133K -2,304 Closed
GFL
1256
Granite FO LLC
New Hampshire
-$136K -2,200 Closed
SC
1257
Schubert & Co
Texas
-$90.6K -1,574 Closed
NIC
1258
Northwest Investment Counselors
Oregon
-$86.3K -1,500 Closed
ONST
1259
Old North State Trust
North Carolina
-$75K -1,302 Closed
TWA
1260
TCI Wealth Advisors
Arizona
-$70K -1,216 Closed
AWM
1261
Accel Wealth Management
Iowa
-$55.7K -968 Closed
TCWA
1262
Ten Capital Wealth Advisors
Washington
-$42.4K -737 Closed
GCWM
1263
Graham Capital Wealth Management
District of Columbia
-$353K -614 Closed
VWM
1264
Venturi Wealth Management
Texas
-$32.3K -561 Closed
PCM
1265
Pointe Capital Management
Michigan
-$32.2K -560 Closed
CB
1266
Community Bank
New York
-$22.8K -396 Closed
ST
1267
Sageworth Trust
Pennsylvania
-$18.2K -317 Closed
CM
1268
Cornerstone Management
Georgia
-$11.5K -200 Closed
FCAS
1269
First Command Advisory Services
Texas
-$11.5K -200 Closed
ETC
1270
Exchange Traded Concepts
Oklahoma
-$7.59K -132 Closed
FCA
1271
Fortis Capital Advisors
Kansas
-$5.41K -94 Closed
BLC
1272
Brown, Lisle/Cummings
Rhode Island
-$4.32K -75 Closed
RI
1273
Ridgewood Investments
New Jersey
-$3.28K -57 Closed
KM
1274
Kalos Management
Georgia
-$2.82K -49 Closed
FA
1275
Fortis Advisors
Pennsylvania
-$1.38K -24 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.