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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 %
SEC
326
Seven Eight Capital
New York
$2.78M +$426K +6,477 +18%
MA
327
Montag & Associates
Georgia
$2.71M -$762K -11,586 -22%
KCM
328
Kanawha Capital Management
Virginia
$2.7M -$207K -3,139 -7%
AMG
329
Advisors Management Group
Wisconsin
$2.67M -$25.1K -381 -0.9%
PAPAIJV
330
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.63M +$2.63M +40,000 New
JFL
331
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.63M -$118K -1,800 -4%
CFB
332
Cullen/Frost Bankers
Texas
$2.6M -$1.63M -24,762 -39%
SPIA
333
Steward Partners Investment Advisory
New York
$2.59M -$271K -4,126 -9%
IWC
334
Integrated Wealth Concepts
Massachusetts
$2.59M -$54.2K -824 -2%
CT
335
Chicago Trust
Illinois
$2.57M -$278K -4,220 -10%
BMA
336
Brooks Moore & Associates
Tennessee
$2.57M -$16.2K -150 -0.6%
FHB
337
First Hawaiian Bank
Hawaii
$2.56M -$141K -2,137 -5%
HCA
338
Horan Capital Advisors
Ohio
$2.54M -$62.3K -947 -2%
DMC
339
Drexel Morgan & Co
Pennsylvania
$2.54M – – –
MCM
340
Mill Capital Management
North Carolina
$2.53M – – –
CIBC Asset Management
341
CIBC Asset Management
Ontario, Canada
$2.53M +$2.53M +38,387 New
IAS
342
Insigneo Advisory Services
Florida
$2.5M +$521K +7,919 +26%
CL
343
CSS LLC
Illinois
$2.5M -$132K -2,000 -5%
BPA
344
Beacon Pointe Advisors
California
$2.48M -$501K -7,609 -17%
P
345
Pitcairn
Pennsylvania
$2.47M +$612K +9,295 +33%
FM
346
Foster & Motley
Ohio
$2.47M -$175K -2,662 -7%
TNBTD
347
Trustmark National Bank Trust Department
Mississippi
$2.46M +$173K +2,623 +8%
Lazard Asset Management
348
Lazard Asset Management
New York
$2.44M -$49.2M -748,505 -95%
SIA
349
Schechter Investment Advisors
Michigan
$2.42M -$539K -8,186 -18%
EARNEST Partners
350
EARNEST Partners
Georgia
$2.38M -$54.4K -827 -2%
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