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Shell
SHEL

Overview Fund Activity

1,255 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, 469 increasing their positions, 393 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+60
Holders Change %
+5.02%
% of All Funds
20.01%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
134
Increased
469
Reduced
393
Closed
60
Calls
$791M
Puts
$501M
Net Calls
+$290M
Net Calls Change
-$2.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.87B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.08B
3
Bank of America
3
Bank of America
North Carolina
$597M
4
BlackRock
4
BlackRock
New York
$583M
5
Invesco
5
Invesco
Georgia
$114M

Top Sellers

1
PL
1
Perpetual Ltd
Australia
$985K
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Norges Bank
3
Norges Bank
Norway
$73.9M
4
MIM
4
Merewether Investment Management
Texas
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
251
First Trust Advisors
Illinois
$4.41M -$681K -10,579 -13%
HCP
252
Hiddenite Capital Partners
New York
$4.41M -$805K -12,500 -15%
GAM
253
Griffin Asset Management
New York
$4.4M +$644 +10 +0%
VPIM
254
Vanguard Personalized Indexing Management
California
$4.4M +$40.4K +628 +0.9%
AssetMark Inc
255
AssetMark Inc
California
$4.34M +$2.81M +43,628 +183%
DAM
256
Deltec Asset Management
New York
$4.32M – – –
IAN
257
Integrated Advisors Network
Texas
$4.28M +$3.62M +56,195 +543%
GFS
258
GYL Financial Synergies
Connecticut
$4.27M +$2.71M +42,029 +173%
FT
259
Fiduciary Trust
Massachusetts
$4.23M -$108K -1,672 -2%
PI
260
Putnam Investments
Massachusetts
$4.14M – – –
CFB
261
Cullen/Frost Bankers
Texas
$4.14M -$5.09K -79 -0.1%
BCM
262
Beddow Capital Management
Wyoming
$4.04M -$2.51K -39 -0.1%
William Blair & Company
263
William Blair & Company
Illinois
$4.01M +$477K +7,409 +14%
Deutsche Bank
264
Deutsche Bank
Germany
$4M -$73.6K -1,143 -2%
HNB
265
Huntington National Bank
Ohio
$4M -$232K -3,611 -5%
RJT
266
Raymond James Trust
Florida
$3.97M +$789K +12,259 +25%
RFC
267
Regions Financial Corp
Alabama
$3.89M +$1.09M +16,891 +39%
Dodge & Cox
268
Dodge & Cox
California
$3.86M -$12.9K -200 -0.3%
Federated Hermes
269
Federated Hermes
Pennsylvania
$3.82M +$3.81M +59,208 +56,389%
UCFA
270
United Capital Financial Advisors
Texas
$3.77M -$361K -5,613 -9%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$3.73M +$139K +2,153 +4%
RC
272
Reik & Co
New York
$3.73M -$66.1K -1,026 -2%
YC
273
Yarbrough Capital
Tennessee
$3.71M – – –
JFG
274
Jefferies Financial Group
New York
$3.68M -$67.3K -1,046 -2%
CB
275
Commerce Bank
Missouri
$3.68M +$98.4K +1,528 +3%
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