SHEL icon

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 %
MWM
326
Moran Wealth Management
Florida
$2.3M -$35.5K -588 -2%
CCI
327
Credit Capital Investments
New Jersey
$2.29M -$211K -3,500 -8%
RIA
328
Recurrent Investment Advisors
Texas
$2.29M +$2.29M +97,423 New
KTC
329
Kistler-Tiffany Companies
Pennsylvania
$2.28M +$38.6K +640 +2%
Rafferty Asset Management
330
Rafferty Asset Management
New York
$2.28M -$348K -5,770 -13%
SWM
331
SeaCrest Wealth Management
New York
$2.26M -$239K -3,957 -10%
EARNEST Partners
332
EARNEST Partners
Georgia
$2.23M -$8.82K -146 -0.4%
ASN
333
Advisory Services Network
Georgia
$2.17M +$66.1K +1,094 +3%
BG
334
Bahl & Gaynor
Ohio
$2.16M +$302K +5,000 +16%
QOP
335
Quinn Opportunity Partners
Virginia
$2.12M -$242K -4,000 -10%
SC
336
Sierra Capital
Florida
$2.11M +$3.56K +59 +0.2%
WPC
337
Waters Parkerson & Co
Louisiana
$2.1M -$13.6K -225 -0.6%
PWG
338
Portside Wealth Group
Utah
$2.09M +$2.09M +34,659 New
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$2.03M +$3.8K +63 +0.2%
SB
340
Simmons Bank
Arkansas
$2.02M -$62.6K -1,036 -3%
Brown Advisory
341
Brown Advisory
Maryland
$2M -$266K -4,399 -12%
VFA
342
Valeo Financial Advisors
Indiana
$1.99M -$29.1K -635 -1%
DS
343
DRW Securities
Illinois
$1.99M +$1.77M +29,318 +796%
MCM
344
Mitchell Capital Management
Kansas
$1.99M +$114K +1,895 +6%
OWA
345
Octavia Wealth Advisors
Ohio
$1.98M -$31.8K -527 -2%
BC
346
Burney Company
Virginia
$1.98M +$60.1K +995 +3%
SW
347
SVB Wealth
Massachusetts
$1.95M -$60.1K -995 -3%
PAS
348
Park Avenue Securities
New York
$1.95M +$138K +2,283 +8%
SFA
349
Sequoia Financial Advisors
Ohio
$1.93M +$346K +5,727 +22%
V
350
Veritable
Delaware
$1.93M -$61.5K -1,019 -3%
12 13
14
15 16