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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 %
AI
251
Atria Investments
North Carolina
$4.35M -$230K -3,499 -5%
IAN
252
Integrated Advisors Network
Texas
$4.34M -$34.6K -526 -0.8%
PVM
253
Palogic Value Management
Texas
$4.32M -$601K -9,131 -12%
William Blair & Company
254
William Blair & Company
Illinois
$4.31M +$218K +3,308 +5%
First Trust Advisors
255
First Trust Advisors
Illinois
$4.31M -$197K -2,997 -4%
QCM
256
Quantinno Capital Management
New York
$4.24M +$582K +8,849 +16%
YIA
257
YHB Investment Advisors
Connecticut
$4.23M -$505K -7,676 -11%
SFA
258
Sequoia Financial Advisors
Ohio
$4.15M +$1.99M +30,253 +92%
RJT
259
Raymond James Trust
Florida
$4.14M +$86.9K +1,320 +2%
SSG
260
Summit Securities Group
New York
$4.14M +$3.88M +58,946 +1,511%
BCM
261
Beddow Capital Management
Wyoming
$4.12M -$11.5K -175 -0.3%
FT
262
Fiduciary Trust
Massachusetts
$4.08M -$243K -3,697 -6%
EWA
263
Exencial Wealth Advisors
Oklahoma
$4.08M -$457K -6,938 -10%
ACM
264
Aquatic Capital Management
Illinois
$4.07M +$4.07M +61,900 New
BBNA
265
Bremer Bank National Association
Minnesota
$4.05M +$4.05M +61,611 New
Deutsche Bank
266
Deutsche Bank
Germany
$4M -$88.7K -1,348 -2%
JFG
267
Jefferies Financial Group
New York
$3.97M +$210K +3,191 +6%
HNB
268
Huntington National Bank
Ohio
$3.88M -$204K -3,096 -5%
Dodge & Cox
269
Dodge & Cox
California
$3.87M -$79K -1,200 -2%
BF
270
BOK Financial
Oklahoma
$3.87M -$2.02M -30,699 -34%
YCM
271
Yousif Capital Management
Michigan
$3.82M +$178K +2,700 +5%
YC
272
Yarbrough Capital
Tennessee
$3.79M – – –
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$3.79M -$28.3K -430 -0.7%
QIM
274
Quantitative Investment Management
Virginia
$3.77M +$3.77M +57,339 New
DAM
275
Deltec Asset Management
New York
$3.76M -$655K -9,950 -15%
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