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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 %
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$3.23M +$54.7K +831 +2%
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$3.21M -$501K -7,621 -14%
RWM
303
Ritholtz Wealth Management
New York
$3.19M +$188K +2,860 +6%
LSV Asset Management
304
LSV Asset Management
Illinois
$3.19M – – –
CAM
305
Columbia Asset Management
Michigan
$3.15M +$22.4K +340 +0.7%
MHIC
306
Marble Harbor Investment Counsel
Massachusetts
$3.12M -$6.58K -100 -0.2%
MAM
307
Madison Asset Management
Wisconsin
$3.12M -$165K -2,509 -5%
Focus Partners Wealth
308
Focus Partners Wealth
Massachusetts
$3.11M +$3.11M +47,198 New
OC
309
Oppenheimer & Co
New York
$3.09M -$64.7K -983 -2%
MC
310
Moors & Cabot
Massachusetts
$3.08M +$42.5K +646 +1%
CA
311
Cetera Advisors
Colorado
$3.03M -$37.7K -573 -1%
SIGI
312
Susquehanna International Group (Ireland)
Ireland
$2.99M +$2.99M +45,417 New
SIS
313
Susquehanna International Securities
Ireland
$2.98M +$2.98M +45,272 New
JAM
314
JCIC Asset Management
Ontario, Canada
$2.97M -$21.3K -323 -0.7%
Royal London Asset Management
315
Royal London Asset Management
United Kingdom
$2.97M +$32.3K +491 +1%
PAI
316
Pittenger & Anderson Inc
Nebraska
$2.95M +$1.94M +29,410 +191%
AAM
317
Advisors Asset Management
Colorado
$2.93M -$296K -4,497 -9%
RG
318
Rathbones Group
United Kingdom
$2.91M -$238K -3,624 -8%
NA
319
NewEdge Advisors
Louisiana
$2.9M +$860K +13,591 +42%
GHAM
320
Gilman Hill Asset Management
Connecticut
$2.89M -$279K -4,240 -9%
UCFA
321
United Capital Financial Advisors
Texas
$2.87M -$984K -14,952 -26%
RFC
322
Regions Financial Corp
Alabama
$2.86M -$1.11M -16,901 -28%
EIP
323
Epoch Investment Partners
New York
$2.82M -$32.3K -491 -1%
KPWS
324
Kestra Private Wealth Services
Texas
$2.82M +$27.2K +413 +1%
CA
325
Continental Advisors
Utah
$2.8M -$592K -9,000 -17%
11 12
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