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Shell
SHEL

Overview Fund Activity

1,301 hedge funds and large institutions have $22.2B invested in Shell in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 397 increasing their positions, 518 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
+46
Holders Change %
+3.67%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.56%
New
157
Increased
397
Reduced
518
Closed
91
Calls
$760M
Puts
$573M
Net Calls
+$187M
Net Calls Change
-$103M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.77B
2
Morgan Stanley
Morgan Stanley
New York
$1.18B
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$157M
4
OAG
Orbis Allan Gray
Bermuda
$565M
5
CC
Covalis Capital
United Kingdom
$88.1M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$629M
2
PFCS
Pale Fire Capital SE
Czech Republic
$152M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$140M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$26.9M
5
Amundi
Amundi
France
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$5.61M +$1.12M +16,975 +25%
TI
227
tru Independence
Oregon
$5.44M -$469K -7,130 -8%
CAN
228
Cetera Advisor Networks
California
$5.3M -$85.3K -1,296 -2%
ACIM
229
Azimuth Capital Investment Management
Michigan
$5.29M -$151K -2,295 -3%
SC
230
SouthState Corp
Florida
$5.27M +$36.8K +560 +0.7%
MHI
231
Miller Howard Investments
New York
$5.26M -$1.45M -22,000 -22%
NCM
232
Nelson Capital Management
California
$5.26M -$208K -3,155 -4%
BWM
233
Bulltick Wealth Management
Florida
$5.19M +$2.44M +37,029 +89%
SF
234
Synovus Financial
Georgia
$5.18M +$488K +7,416 +10%
BBHC
235
Brown Brothers Harriman & Co
New York
$5.05M -$33.6K -510 -0.7%
RWA
236
Roberts Wealth Advisors
California
$5.04M +$32.6K +172 +0.7%
NW
237
Naviter Wealth
Arkansas
$4.68M +$1.02M +15,519 +28%
AssetMark Inc
238
AssetMark Inc
California
$4.68M +$244K +3,712 +6%
HAM
239
Hedges Asset Management
Nevada
$4.66M -$243K -3,700 -5%
FTDI
240
First Trust Direct Indexing
Massachusetts
$4.63M +$988K +15,013 +27%
RA
241
Royce & Associates
New York
$4.61M – – –
VFM
242
Viking Fund Management
North Dakota
$4.61M – – –
BCM
243
Brookmont Capital Management
Texas
$4.52M -$83.8K -1,273 -2%
BFS
244
Bard Financial Services
Connecticut
$4.52M -$92.1K -1,400 -2%
HCP
245
Hiddenite Capital Partners
New York
$4.51M – – –
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$4.49M -$62.4K -948 -1%
AG
247
Advocate Group
Minnesota
$4.48M -$303K -4,606 -6%
GAM
248
Griffin Asset Management
New York
$4.47M -$32.2K -490 -0.7%
GFS
249
GYL Financial Synergies
Connecticut
$4.46M +$93.9K +1,427 +2%
TI
250
Tidal Investments
Wisconsin
$4.36M -$1.56M -23,661 -26%
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