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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
RCM
176
Regency Capital Management
Hawaii
$7.53M +$88.2K +1,469 +1%
AWAG
177
ARS Wealth Advisors Group
Florida
$7.47M +$66.6K +1,110 +0.9%
EIA
178
Edgemoor Investment Advisors
Maryland
$7.42M +$30.1K +501 +0.4%
SIM
179
Seaview Investment Managers
Florida
$7.4M +$341K +5,687 +5%
GT
180
Glenmede Trust
Pennsylvania
$7.38M
SI
181
Stephens Inc
Arkansas
$7.21M +$1.08M +17,967 +18%
EGA
182
Eagle Global Advisors
Texas
$7.18M +$295K +4,923 +4%
BS
183
Banco Santander
Spain
$7.11M +$616K +10,262 +10%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$7.04M +$213K +3,557 +3%
LG
185
Leuthold Group
Minnesota
$7.02M -$241K -4,017 -3%
SMI
186
Shelter Mutual Insurance
Missouri
$6.87M
USCWA
187
U.S. Capital Wealth Advisors
Texas
$6.83M -$44.3K -739 -0.6%
TWC
188
TD Waterhouse Canada
Ontario, Canada
$6.83M +$61.7K +1,028 +1%
WMSA
189
Weiss Multi-Strategy Advisers
New York
$6.79M +$6.75M +112,500 New
TI
190
Tidal Investments
Wisconsin
$6.74M +$703K +11,719 +12%
PFS
191
Prospera Financial Services
Texas
$6.69M +$575K +9,583 +9%
RG
192
Renaissance Group
Kentucky
$6.66M +$178K +2,958 +3%
NEAM
193
New England Asset Management
Connecticut
$6.51M
BIC
194
Beach Investment Counsel
Pennsylvania
$6.44M +$665K +11,088 +12%
AAM
195
Augustine Asset Management
Florida
$6.36M -$8.28K -138 -0.1%
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$6.29M +$148K +2,467 +2%
SSB
197
Sandy Spring Bank
Maryland
$6.26M +$96.1K +1,601 +2%
KFC
198
Klingenstein Fields & Co
New York
$6.25M -$98.2K -1,637 -2%
JMPWA
199
JP Morgan Private Wealth Advisors
California
$6.22M -$7.52M -125,248 -55%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$6.21M +$240K +4,000 +4%

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.