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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
HIMC
201
Heritage Investors Management Corp
Maryland
$6.15M -$147K -2,444 -2%
EIA
202
Eastover Investment Advisors
North Carolina
$6.15M -$56.5K -942 -0.9%
CAM
203
Claret Asset Management
Quebec, Canada
$6.07M -$90.9K -1,514 -1%
JC
204
JBF Capital
Colorado
$6.04M
SAM
205
Scopus Asset Management
New York
$6.04M +$6M +100,000 New
BFG
206
Bleakley Financial Group
New Jersey
$5.95M +$122K +2,029 +2%
SS
207
Simplicity Solutions
Minnesota
$5.95M +$122K +2,029 +2%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$5.81M +$1.14K +19 +0%
TI
209
tru Independence
Oregon
$5.71M -$254K -4,228 -4%
HWM
210
Hohimer Wealth Management
Washington
$5.71M -$221K -3,677 -4%
BMSSC
211
B. Metzler seel. Sohn & Co
Germany
$5.55M
ClearBridge Investments
212
ClearBridge Investments
New York
$5.37M +$159K +2,651 +3%
PVM
213
Palogic Value Management
Texas
$5.26M -$446K -7,439 -8%
KeyBank National Association
214
KeyBank National Association
Ohio
$5.24M -$60.6K -1,009 -1%
KCM
215
Kempner Capital Management
Texas
$5.2M
CCM
216
Cutler Capital Management
Massachusetts
$5.15M +$64K +1,066 +1%
ACIM
217
Azimuth Capital Investment Management
Michigan
$5.14M +$38.3K +639 +0.8%
NCM
218
Nelson Capital Management
California
$5.11M -$195K -3,243 -4%
TI
219
Trexquant Investment
Connecticut
$5.04M +$2.96M +49,337 +145%
HCP
220
Hiddenite Capital Partners
New York
$4.89M
VFM
221
Viking Fund Management
North Dakota
$4.83M
First Trust Advisors
222
First Trust Advisors
Illinois
$4.77M -$234K -3,894 -5%
SC
223
SouthState Corp
Florida
$4.73M -$206K -3,426 -4%
BWM
224
Bulltick Wealth Management
Florida
$4.73M +$15.6K +260 +0.3%
BBHC
225
Brown Brothers Harriman & Co
New York
$4.68M -$157K -2,610 -3%

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.