SHEL icon

Shell
SHEL

Overview Fund Activity

1,195 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, 414 increasing their positions, 418 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,195
Holders Change
+12
Holders Change %
+1.01%
% of All Funds
18.85%
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
414
Reduced
418
Closed
74
Calls
$793M
Puts
$500M
Net Calls
+$293M
Net Calls Change
-$146M

Top Buyers

1
PFCS
1
Pale Fire Capital SE
Czech Republic
$328M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$756M
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$960M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$86.7M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$234M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$163M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.9M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$100M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$63.6M
5
Holocene Advisors
5
Holocene Advisors
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
226
Twin Tree Management
Texas
$4.56M -$18.9M -313,450 -81%
CAN
227
Cetera Advisor Networks
California
$4.55M -$90.8K -1,503 -2%
HAM
228
Hedges Asset Management
Nevada
$4.5M – – –
EWA
229
Exencial Wealth Advisors
Oklahoma
$4.44M -$96.6K -1,600 -2%
AG
230
Advocate Group
Minnesota
$4.38M -$99K -1,640 -2%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$4.31M +$26.8K +444 +0.6%
BCM
232
Brookmont Capital Management
Texas
$4.25M -$6.52K -108 -0.2%
MML Investors Services
233
MML Investors Services
Massachusetts
$4.23M +$494K +8,185 +13%
RA
234
Royce & Associates
New York
$4.23M +$242K +4,000 +6%
GAM
235
Griffin Asset Management
New York
$4.13M +$1.39K +23 +0%
VPIM
236
Vanguard Personalized Indexing Management
California
$4.09M +$460K +7,623 +13%
FT
237
Fiduciary Trust
Massachusetts
$4.07M -$172K -2,848 -4%
DAM
238
Deltec Asset Management
New York
$4.05M – – –
BF
239
BOK Financial
Oklahoma
$4.05M -$2.37M -39,305 -37%
YIA
240
YHB Investment Advisors
Connecticut
$3.98M +$785K +13,000 +25%
HNB
241
Huntington National Bank
Ohio
$3.96M +$161K +2,663 +4%
EHC
242
Everett Harris & Co
California
$3.92M +$2.08M +34,385 +112%
AHC
243
Adell Harriman & Carpenter
Texas
$3.91M +$1.03M +16,958 +36%
BFS
244
Bard Financial Services
Connecticut
$3.91M +$72.5K +1,200 +2%
CFB
245
Cullen/Frost Bankers
Texas
$3.88M -$235K -3,893 -6%
PI
246
Putnam Investments
Massachusetts
$3.88M – – –
UCFA
247
United Capital Financial Advisors
Texas
$3.88M -$215K -3,558 -5%
Deutsche Bank
248
Deutsche Bank
Germany
$3.82M -$1.34M -22,126 -26%
BCM
249
Beddow Capital Management
Wyoming
$3.79M -$36.2K -600 -0.9%
SF
250
Synovus Financial
Georgia
$3.71M +$383K +6,345 +12%
8 9
10
11 12