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Shell
SHEL

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: 26 → 32 (+6)

8% more capital invested

Capital invested by funds: $17.2B → $18.6B (+$1.36B)

1% more funds holding

Funds holding: 1,190 → 1,202 (+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

Top Buyers

1
PFCS
Pale Fire Capital SE
Czech Republic
+$326M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$197M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$185M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$86.1M
5
Pzena Investment Management
Pzena Investment Management
New York
+$84.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$444M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$83.1M
5
Holocene Advisors
Holocene Advisors
New York
-$72.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
126
M&T Bank
New York
$13.7M -$202K -3,358 -1%
Truist Financial
127
Truist Financial
North Carolina
$13.5M -$412K -6,864 -3%
AAIM
128
American Assets Investment Management
California
$13.3M – – –
EPAM
129
Euro Pacific Asset Management
Puerto Rico
$13M -$89.1K -1,484 -0.7%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$12.9M -$1.92M -31,948 -13%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$504K +8,400 +4%
NEI
132
Northwest & Ethical Investments
Ontario, Canada
$12.7M -$361K -6,010 -3%
TWI
133
Thomas White International
Illinois
$12.5M -$715K -11,918 -5%
GG
134
Greenwood Gearhart
Arkansas
$12.5M -$4.15M -69,151 -25%
VHAM
135
Van Hulzen Asset Management
California
$12.4M – – –
SFI
136
Susquehanna Fundamental Investments
Pennsylvania
$12.3M -$162K -2,701 -1%
YCM
137
Yaupon Capital Management
New York
$12.1M -$8.17M -136,210 -40%
CSS
138
Cubist Systematic Strategies
Connecticut
$12.1M +$2.27M +37,887 +23%
WJA
139
Willis Johnson & Associates
Texas
$12M +$485K +8,076 +4%
CK
140
Cohen Klingenstein
New York
$11.9M – – –
TAM
141
Tocqueville Asset Management
New York
$11.9M -$225K -3,750 -2%
SC
142
Scotia Capital
Ontario, Canada
$11.5M +$176K +2,938 +2%
FNBT
143
FineMark National Bank & Trust
Florida
$11.4M -$159K -2,646 -1%
ECG
144
Edge Capital Group
Georgia
$11.3M -$4.8M -80,024 -30%
DADC
145
D.A. Davidson & Co
Montana
$11.2M +$532K +8,872 +5%
CGH
146
Crossmark Global Holdings
Texas
$11.2M +$151K +2,514 +1%
CCB
147
Country Club Bank
Missouri
$11.1M -$736K -12,262 -6%
Creative Planning
148
Creative Planning
Kansas
$11.1M +$3.04M +50,614 +38%
AAS
149
Avantax Advisory Services
Texas
$10.8M -$563K -9,385 -5%
SEI Investments
150
SEI Investments
Pennsylvania
$10.5M +$2.32M +38,673 +29%
4 5
6
7 8

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.