Shell
SHEL
1,262 hedge funds and large institutions have $21B invested in Shell in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 470 increasing their positions, 397 reducing their positions, and 60 closing their positions.
123% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 60
58% more call options, than puts
Call options by funds: $791M | Put options by funds: $501M
25% more funds holding in top 10
Funds holding in top 10: 32 → 40 (+8)
18% more repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 397
13% more capital invested
Capital invested by funds: $18.6B → $21B (+$2.38B)
5% more funds holding
Funds holding: 1,202 → 1,262 (+60)
0.25% more ownership
Funds ownership: 4.65% → 4.91% (+0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$408M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$267M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$122M |
| 4 |
BlackRock
New York
|
+$105M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$630M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$103M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$96.4M |
| 4 |
MIM
Merewether Investment Management
Dallas,
Texas
|
-$91.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$60.7M |
SHEL Hedge Fund Activity: Q3 2023 in Review
1,262 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q3 2023, worth a combined $21B — up 13% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new SHEL positions and 60 closed out — a net gain of 74 holders — while 470 added to existing stakes and 397 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $408M. The largest seller was Perpetual Ltd, cutting an estimated $630M.
- 1,262 institutional investors held Shell (SHEL) as of Q3 2023, up from 1,202 in Q2 2023.
- Funds reported $21B of Shell stock for Q3 2023, up 13% quarter-over-quarter.
- 134 funds opened new Shell positions in Q3 2023 and 60 closed out, a net change of +74 holders.
- The largest Shell buyer in Q3 2023 was Fidelity Investments, an estimated $408M added.
- The largest Shell seller in Q3 2023 was Perpetual Ltd, an estimated $630M sold.
Based on aggregated 13F filings for Q3 2023.