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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 %
PAG
351
Private Advisor Group
New Jersey
$2.37M -$291K -4,417 -11%
Brown Advisory
352
Brown Advisory
Maryland
$2.36M -$5.59K -85 -0.2%
SCA
353
Snowden Capital Advisors
New York
$2.36M -$183K -2,788 -7%
QCG
354
Quadrant Capital Group
Ohio
$2.34M +$156K +2,365 +7%
SC
355
Sierra Capital
Florida
$2.31M +$4.15K +63 +0.2%
QOP
356
Quinn Opportunity Partners
Virginia
$2.31M – – –
BW
357
Bison Wealth
Georgia
$2.31M +$170K +2,590 +8%
BG
358
Bahl & Gaynor
Ohio
$2.29M -$65.8K -1,000 -3%
PGA
359
Portland Global Advisors
Maine
$2.25M -$574K -8,720 -20%
BP
360
BBR Partners
New York
$2.23M +$46.7K +709 +2%
AWM
361
AE Wealth Management
Kansas
$2.2M -$175K -2,776 -7%
TPCW
362
TD Private Client Wealth
New York
$2.18M -$53.9K -819 -2%
SWM
363
SeaCrest Wealth Management
New York
$2.16M -$228K -3,474 -10%
GA
364
GFS Advisors
Texas
$2.14M -$169K -2,572 -7%
LIM
365
Leavell Investment Management
Alabama
$2.14M +$46K +699 +2%
MCM
366
Mitchell Capital Management
Kansas
$2.13M -$33.7K -512 -2%
HWM
367
HB Wealth Management
Georgia
$2.1M -$502K -7,632 -19%
SB
368
Simmons Bank
Arkansas
$2.1M -$13.2K -200 -0.6%
OWA
369
Octavia Wealth Advisors
Ohio
$2.09M -$55.3K -840 -3%
LFS
370
Leibman Financial Services
Nebraska
$2.09M +$2.09M +31,747 New
BC
371
Burney Company
Virginia
$2.03M -$55.6K -845 -3%
VFA
372
Valeo Financial Advisors
Indiana
$2.02M -$235K -3,574 -10%
FFM
373
Forum Financial Management
Illinois
$2.01M +$275K +4,181 +16%
HTC
374
Haverford Trust Company
Pennsylvania
$2.01M -$23.8K -361 -1%
PWG
375
Portside Wealth Group
Utah
$2.01M -$50.6K -769 -2%
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