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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 %
BG
351
Bahl & Gaynor
Ohio
$2.31M – – –
SEC
352
Seven Eight Capital
New York
$2.31M +$2.31M +35,831 New
QOP
353
Quinn Opportunity Partners
Virginia
$2.26M – – –
GA
354
GFS Advisors
Texas
$2.26M +$2.26M +35,028 New
SC
355
Sierra Capital
Florida
$2.25M +$4.25K +66 +0.2%
TNBTD
356
Trustmark National Bank Trust Department
Mississippi
$2.24M -$819K -12,714 -27%
RIA
357
Recurrent Investment Advisors
Texas
$2.22M -$331K -12,662 -13%
ASN
358
Advisory Services Network
Georgia
$2.21M -$106K -1,651 -5%
VFA
359
Valeo Financial Advisors
Indiana
$2.21M -$596K -9,261 -21%
WPC
360
Waters Parkerson & Co
Louisiana
$2.2M -$35.6K -553 -2%
TPCW
361
TD Private Client Wealth
New York
$2.19M +$1.4M +21,690 +176%
CA
362
Clearstead Advisors
Ohio
$2.19M +$1.23M +19,029 +127%
ECM
363
ExodusPoint Capital Management
New York
$2.18M -$36.3M -563,184 -94%
QCG
364
Quadrant Capital Group
Ohio
$2.14M +$177K +2,747 +9%
BP
365
BBR Partners
New York
$2.13M +$2.13M +33,157 New
MCM
366
Mitchell Capital Management
Kansas
$2.12M -$6.25K -97 -0.3%
SFA
367
Sequoia Financial Advisors
Ohio
$2.11M +$50.2K +780 +2%
OWA
368
Octavia Wealth Advisors
Ohio
$2.1M -$10.6K -165 -0.5%
BW
369
Bison Wealth
Georgia
$2.09M +$253K +3,926 +14%
NA
370
NewEdge Advisors
Louisiana
$2.08M +$496K +7,704 +31%
SB
371
Simmons Bank
Arkansas
$2.06M -$94.9K -1,474 -4%
LIM
372
Leavell Investment Management
Alabama
$2.04M +$35.4K +550 +2%
BC
373
Burney Company
Virginia
$2.04M -$67.9K -1,054 -3%
PWG
374
Portside Wealth Group
Utah
$2.01M -$220K -3,410 -10%
FTUS
375
Flow Traders U.S.
New York
$1.99M +$1.99M +30,904 New
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