SHEL icon

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 %
CC
376
Cannell & Co
New York
$2M -$612K -9,301 -23%
UB
377
UMB Bank
Missouri
$1.99M +$36.5K +555 +2%
State Street
378
State Street
Massachusetts
$1.99M +$245K +3,727 +14%
Prudential Financial
379
Prudential Financial
New Jersey
$1.98M +$75.7K +1,151 +4%
ASN
380
Advisory Services Network
Georgia
$1.98M -$280K -4,249 -12%
APM
381
Advanced Portfolio Management
New York
$1.97M +$1.97M +30,000 New
SC
382
Stolper & Co
Oklahoma
$1.88M -$88.7K -1,348 -5%
CCI
383
Credit Capital Investments
New Jersey
$1.88M -$98.7K -1,500 -5%
GCC
384
Game Creek Capital
Massachusetts
$1.86M -$156K -2,375 -8%
SWM
385
Sendero Wealth Management
Texas
$1.85M +$91.2K +1,386 +5%
SW
386
SVB Wealth
Massachusetts
$1.85M -$171K -2,603 -8%
WSCM
387
Wellington Shields Capital Management
New York
$1.83M +$494K +7,500 +37%
GAM
388
Gotham Asset Management
New York
$1.83M – – –
MYIA
389
Mount Yale Investment Advisors
Colorado
$1.83M -$42.9K -652 -2%
NW
390
NewEdge Wealth
Pennsylvania
$1.81M +$47.1K +716 +3%
WPC
391
Waters Parkerson & Co
Louisiana
$1.81M -$444K -6,750 -20%
CAS
392
Coppell Advisory Solutions
Texas
$1.8M +$471K +7,153 +35%
PNC
393
Park National Corp
Ohio
$1.8M +$85.1K +1,293 +5%
PWM
394
Perigon Wealth Management
California
$1.8M -$14.4K -219 -0.8%
TCM
395
Tandem Capital Management
New Jersey
$1.78M -$14.5K -220 -0.8%
CCC
396
Chelsea Counsel Company
California
$1.77M – – –
RhumbLine Advisers
397
RhumbLine Advisers
Massachusetts
$1.76M -$22.5K -342 -1%
HCMT
398
Highland Capital Management (Tennessee)
Tennessee
$1.76M -$49.4K -750 -3%
CL
399
COWA LLC
Oklahoma
$1.75M +$2.83K +43 +0.2%
S
400
SimplyRich
California
$1.75M +$329 +5 +0%
14 15
16
17 18