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

Top Sellers

1
Norges Bank
Norges Bank
Norway
$163M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$100M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$63.6M
5
Holocene Advisors
Holocene Advisors
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
301
Charles Schwab
California
$2.65M +$1.11M +18,349 +72%
CT
302
Chicago Trust
Illinois
$2.63M -$108K -1,794 -4%
PGA
303
Portland Global Advisors
Maine
$2.63M -$64.7K -1,072 -2%
RFC
304
Regions Financial Corp
Alabama
$2.63M -$154K -2,545 -6%
ACM
305
Aquatic Capital Management
Illinois
$2.61M -$3.67M -60,800 -58%
VAS
306
Vestmark Advisory Solutions
Massachusetts
$2.57M +$232K +3,838 +10%
IWC
307
Integrated Wealth Concepts
Massachusetts
$2.55M +$219K +3,635 +9%
FHB
308
First Hawaiian Bank
Hawaii
$2.54M +$100K +1,660 +4%
PAG
309
Private Advisor Group
New Jersey
$2.52M -$58.5K -963 -2%
SIA
310
Schechter Investment Advisors
Michigan
$2.51M -$61.6K -1,021 -2%
ST
311
Sentinel Trust
Texas
$2.51M – – –
AMG
312
Advisors Management Group
Wisconsin
$2.51M -$69K -1,143 -3%
API
313
Advisor Partners II
California
$2.5M -$37.7K -624 -1%
HCA
314
Horan Capital Advisors
Ohio
$2.5M +$32.1K +531 +1%
FM
315
Foster & Motley
Ohio
$2.49M -$3.87K -64 -0.2%
Victory Capital Management
316
Victory Capital Management
Texas
$2.49M – – –
SPIA
317
Steward Partners Investment Advisory
New York
$2.42M +$23.8K +394 +1%
SCA
318
Snowden Capital Advisors
New York
$2.41M +$804K +13,320 +50%
CC
319
Cannell & Co
New York
$2.38M – – –
MC
320
Moors & Cabot
Massachusetts
$2.37M -$42.5K -704 -2%
RWM
321
Ritholtz Wealth Management
New York
$2.37M +$58.2K +964 +3%
AWM
322
AE Wealth Management
Kansas
$2.33M +$313K +5,181 +16%
DMC
323
Drexel Morgan & Co
Pennsylvania
$2.33M +$60.4K +1,000 +3%
MCM
324
Mill Capital Management
North Carolina
$2.32M +$141K +2,334 +6%
Barclays
325
Barclays
United Kingdom
$2.32M +$1.57M +25,928 +208%
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