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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 %
CT
326
Chicago Trust
Illinois
$2.79M -$21.4K -333 -0.8%
PF
327
Phoenix Financial
Israel
$2.79M -$126K -1,955 -4%
PGA
328
Portland Global Advisors
Maine
$2.77M -$37K -575 -1%
KPWS
329
Kestra Private Wealth Services
Texas
$2.73M +$984K +15,281 +56%
JFL
330
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.69M -$412K -6,395 -13%
BWM
331
Bulltick Wealth Management
Florida
$2.69M -$2.35M -36,500 -47%
ST
332
Sentinel Trust
Texas
$2.67M – – –
FHB
333
First Hawaiian Bank
Hawaii
$2.64M -$65.8K -1,022 -2%
AMG
334
Advisors Management Group
Wisconsin
$2.64M -$36.8K -572 -1%
PAG
335
Private Advisor Group
New Jersey
$2.6M -$72.5K -1,126 -3%
IWC
336
Integrated Wealth Concepts
Massachusetts
$2.59M -$139K -2,157 -5%
FM
337
Foster & Motley
Ohio
$2.59M -$71.8K -1,115 -3%
CL
338
CSS LLC
Illinois
$2.57M +$966K +15,000 +60%
CC
339
Cannell & Co
New York
$2.55M +$12.9K +200 +0.5%
HWM
340
HB Wealth Management
Georgia
$2.55M -$363K -5,633 -12%
HCA
341
Horan Capital Advisors
Ohio
$2.54M -$117K -1,819 -4%
SCA
342
Snowden Capital Advisors
New York
$2.49M -$83.4K -1,296 -3%
DMC
343
Drexel Morgan & Co
Pennsylvania
$2.48M – – –
MCM
344
Mill Capital Management
North Carolina
$2.48M – – –
MWM
345
Moran Wealth Management
Florida
$2.45M -$7.28K -113 -0.3%
AWM
346
AE Wealth Management
Kansas
$2.42M -$61.2K -950 -2%
EARNEST Partners
347
EARNEST Partners
Georgia
$2.39M +$7.92K +123 +0.3%
Rafferty Asset Management
348
Rafferty Asset Management
New York
$2.35M -$79.7K -1,238 -3%
SWM
349
SeaCrest Wealth Management
New York
$2.34M -$73.9K -1,148 -3%
Brown Advisory
350
Brown Advisory
Maryland
$2.31M +$187K +2,907 +9%
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