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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 %
BRWA
376
B. Riley Wealth Advisors
Florida
$1.99M +$206K +3,192 +12%
HTC
377
Haverford Trust Company
Pennsylvania
$1.99M -$14.9K -232 -0.7%
FCI
378
Financial Counselors Inc
Kansas
$1.98M +$11.3K +176 +0.6%
SW
379
SVB Wealth
Massachusetts
$1.98M -$99.5K -1,546 -5%
GCC
380
Game Creek Capital
Massachusetts
$1.97M -$40.2K -625 -2%
IAS
381
Insigneo Advisory Services
Florida
$1.94M +$191K +2,971 +11%
CCI
382
Credit Capital Investments
New Jersey
$1.93M -$515K -8,000 -21%
SC
383
Stolper & Co
Oklahoma
$1.92M -$9.08K -141 -0.5%
UB
384
UMB Bank
Missouri
$1.91M +$26.5K +411 +1%
Prudential Financial
385
Prudential Financial
New Jersey
$1.87M +$619K +9,615 +50%
MYIA
386
Mount Yale Investment Advisors
Colorado
$1.83M +$797K +12,374 +77%
P
387
Pitcairn
Pennsylvania
$1.82M +$172K +2,665 +10%
RWA
388
Roberts Wealth Advisors
California
$1.8M +$14.8K +218 +0.8%
Victory Capital Management
389
Victory Capital Management
Texas
$1.79M -$867K -13,467 -33%
GAM
390
Gotham Asset Management
New York
$1.79M +$1.79M +27,759 New
MIH
391
Meitav Investment House
Israel
$1.78M – – –
PWM
392
Perigon Wealth Management
California
$1.77M -$5.47K -85 -0.3%
HCMT
393
Highland Capital Management (Tennessee)
Tennessee
$1.77M +$25.8K +400 +1%
IWM
394
Iams Wealth Management
Nebraska
$1.77M +$1.77M +27,503 New
AS
395
Altshuler Shaham
Israel
$1.77M +$1.34M +20,847 +314%
TCM
396
Tandem Capital Management
New Jersey
$1.75M -$13.3K -207 -0.8%
RhumbLine Advisers
397
RhumbLine Advisers
Massachusetts
$1.75M +$24.8K +385 +1%
CCC
398
Chelsea Counsel Company
California
$1.73M – – –
SWM
399
Sendero Wealth Management
Texas
$1.73M +$314K +4,882 +22%
NW
400
NewEdge Wealth
Pennsylvania
$1.72M -$89.7K -1,394 -5%
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