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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
MNG
151
Manning & Napier Group
New York
$10.4M +$1.87M +31,171 +22%
ERSOT
152
Employees Retirement System of Texas
Texas
$10.3M +$105K +1,751 +1%
SCP
153
Stamos Capital Partners
California
$10.2M +$967K +16,120 +11%
AIA
154
Allied Investment Advisors
Montana
$10.2M +$55.6K +927 +0.6%
OAM
155
Oppenheimer Asset Management
New York
$9.94M -$1.15M -19,137 -10%
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$9.73M -$274K -4,565 -3%
NAMA
157
Nikko Asset Management Americas
New York
$9.48M -$268K -4,461 -3%
Citigroup
158
Citigroup
New York
$9.27M -$26.6M -443,407 -74%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$9.1M -$510K -8,504 -5%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$9.04M +$588K +9,794 +7%
Cerity Partners
161
Cerity Partners
New York
$8.86M +$43K +716 +0.5%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$8.82M +$587K +9,787 +7%
SIA
163
Sit Investment Associates
Minnesota
$8.82M +$66.3K +1,105 +0.8%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$8.52M +$103K +1,718 +1%
JCM
165
Janney Capital Management
Pennsylvania
$8.51M +$81K +1,350 +1%
LHC
166
Lodge Hill Capital
New York
$8.36M +$2.61M +43,500 +46%
PA
167
Pinnacle Associates
New York
$8.36M +$1.82M +30,296 +28%
TC
168
TownSquare Capital
Utah
$8.07M +$870K +14,503 +12%
WC
169
Woodstock Corp
Massachusetts
$7.86M +$553K +9,220 +8%
GL
170
Gemsstock Ltd
United Kingdom
$7.78M -$6.92M -115,300 -47%
TIM
171
Thornburg Investment Management
New Mexico
$7.75M +$243K +4,046 +3%
NRS
172
Neville Rodie & Shaw
New York
$7.73M +$147K +2,450 +2%
BFA
173
Bragg Financial Advisors
North Carolina
$7.71M +$110K +1,831 +1%
CCP
174
Crocodile Capital Partners
Germany
$7.65M -$18M -299,694 -70%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$7.54M +$2.79M +46,424 +59%

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.