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Shell
SHEL

1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,181 → 1,190 (+9)

0.42% more ownership

Funds ownership: 4.07% → 4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 34 → 26 (-8)

Holders
1,190
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
18.96%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.41%
New
115
Increased
424
Reduced
393
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$754M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$165M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$143M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$121M

Top Sellers

1
Jane Street
Jane Street
New York
-$151M
2
Wolverine Trading
Wolverine Trading
Illinois
-$93.8M
3
Norges Bank
Norges Bank
Norway
-$85.9M
4
Optiver Holding
Optiver Holding
Netherlands
-$63.1M
5
Invesco
Invesco
Georgia
-$60.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
176
Seaview Investment Managers
Florida
$6.72M +$379K +6,443 +6%
EGA
177
Eagle Global Advisors
Texas
$6.56M -$26K -442 -0.4%
USCWA
178
U.S. Capital Wealth Advisors
Texas
$6.55M +$2.09M +35,512 +45%
SMI
179
Shelter Mutual Insurance
Missouri
$6.54M – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$6.51M -$2.47K -42 -0%
PA
181
Pinnacle Associates
New York
$6.22M -$889K -15,112 -12%
NEAM
182
New England Asset Management
Connecticut
$6.2M +$3.05M +51,805 +93%
BS
183
Banco Santander
Spain
$6.18M +$3.79M +64,441 +150%
RG
184
Renaissance Group
Kentucky
$6.17M -$114K -1,938 -2%
BF
185
BOK Financial
Oklahoma
$6.12M -$59.6K -1,013 -0.9%
AAM
186
Augustine Asset Management
Florida
$6.07M -$40.5K -689 -0.6%
KFC
187
Klingenstein Fields & Co
New York
$6.05M -$9.24K -157 -0.1%
HIMC
188
Heritage Investors Management Corp
Maryland
$6M -$134K -2,277 -2%
ACM
189
Aquatic Capital Management
Illinois
$5.98M +$6.12M +104,000 New
EIA
190
Eastover Investment Advisors
North Carolina
$5.92M +$21.4K +363 +0.4%
SSB
191
Sandy Spring Bank
Maryland
$5.88M +$228K +3,869 +4%
CAM
192
Claret Asset Management
Quebec, Canada
$5.87M -$96.7K -1,643 -2%
Mirae Asset Global Investments
193
Mirae Asset Global Investments
South Korea
$5.86M +$379K +6,440 +7%
SI
194
Stephens Inc
Arkansas
$5.83M +$931K +15,830 +19%
PFS
195
Prospera Financial Services
Texas
$5.82M +$294K +4,998 +5%
PAMS
196
Pictet Asset Management (Switzerland)
Switzerland
$5.77M -$10.1M -172,370 -63%
JC
197
JBF Capital
Colorado
$5.75M -$10.9M -185,000 -65%
TI
198
Tidal Investments
Wisconsin
$5.75M +$788K +13,401 +16%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$5.71M -$587K -9,976 -9%
TI
200
tru Independence
Oregon
$5.69M -$1.15M -19,625 -17%
6 7
8
9 10

SHEL Hedge Fund Activity: Q1 2023 in Review

1,190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2023, worth a combined $17.2B — up 14% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new SHEL positions and 82 closed out — a net gain of 33 holders — while 424 added to existing stakes and 393 trimmed.

The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $754M. The largest seller was Jane Street, cutting an estimated $151M.

  • 1,190 institutional investors held Shell (SHEL) as of Q1 2023, up from 1,181 in Q4 2022.
  • Funds reported $17.2B of Shell stock for Q1 2023, up 14% quarter-over-quarter.
  • 115 funds opened new Shell positions in Q1 2023 and 82 closed out, a net change of +33 holders.
  • The largest Shell buyer in Q1 2023 was Eagle Capital Management (New York), an estimated $754M added.
  • The largest Shell seller in Q1 2023 was Jane Street, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2023.