SHEL icon

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

Top Sellers

1
PL
Perpetual Ltd
Australia
$985K
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Norges Bank
Norges Bank
Norway
$73.9M
4
MIM
Merewether Investment Management
Texas
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
301
SignatureFD
Georgia
$3.18M +$292K +4,540 +10%
AAM
302
Advisors Asset Management
Colorado
$3.15M +$84.1K +1,307 +3%
PAS
303
Park Avenue Securities
New York
$3.13M +$1.05M +16,317 +51%
LSV Asset Management
304
LSV Asset Management
Illinois
$3.12M – – –
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$3.1M +$3.1M +48,225 New
GHAM
306
Gilman Hill Asset Management
Connecticut
$3.1M +$110K +1,713 +4%
OC
307
Oppenheimer & Co
New York
$3.09M -$70.3K -1,092 -2%
CAM
308
Columbia Asset Management
Michigan
$3.06M +$64.4K +1,000 +2%
MHIC
309
Marble Harbor Investment Counsel
Massachusetts
$3.06M -$20.6K -320 -0.7%
RG
310
Rathbones Group
United Kingdom
$3.06M +$1.99M +31,209 +187%
CG
311
Colony Group
Massachusetts
$3.01M +$50.5K +784 +2%
YIH
312
Y-Intercept (HK)
Hong Kong
$3.01M +$1.66M +25,810 +124%
CA
313
Cetera Advisors
Colorado
$3.01M -$36.3K -564 -1%
API
314
Advisor Partners II
California
$2.99M +$321K +4,992 +12%
MC
315
Moors & Cabot
Massachusetts
$2.97M +$443K +6,884 +18%
RWM
316
Ritholtz Wealth Management
New York
$2.94M +$415K +6,446 +16%
JAM
317
JCIC Asset Management
Ontario, Canada
$2.93M -$82.6K -1,283 -3%
BPA
318
Beacon Pointe Advisors
California
$2.92M +$1.64M +25,427 +128%
SIA
319
Schechter Investment Advisors
Michigan
$2.9M +$220K +3,412 +8%
ZDA
320
Zweig-DiMenna Associates
New York
$2.9M +$2.9M +45,000 New
Royal London Asset Management
321
Royal London Asset Management
United Kingdom
$2.87M +$2.87M +44,585 New
KCM
322
Kanawha Capital Management
Virginia
$2.85M -$51.8K -805 -2%
SM
323
Sweeney & Michel
California
$2.82M -$324K -5,022 -10%
SPIA
324
Steward Partners Investment Advisory
New York
$2.8M +$220K +3,414 +9%
EIP
325
Epoch Investment Partners
New York
$2.79M +$1.69M +26,234 +153%
11 12
13
14 15