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Shell
SHEL

Overview Fund Activity

1,195 hedge funds and large institutions have $18.6B invested in Shell in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 414 increasing their positions, 418 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,195
Holders Change
+12
Holders Change %
+1.01%
% of All Funds
18.85%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.5%
New
94
Increased
414
Reduced
418
Closed
74
Calls
$793M
Puts
$500M
Net Calls
+$293M
Net Calls Change
-$146M

Top Buyers

1
PFCS
Pale Fire Capital SE
Czech Republic
$328M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$756M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$960M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.7M
5
Pzena Investment Management
Pzena Investment Management
New York
$234M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$163M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$100M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$63.6M
5
Holocene Advisors
Holocene Advisors
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
401
Chilton Capital Management
Texas
$1.37M -$68.7K -1,137 -5%
IIM
402
Ipswich Investment Management
Massachusetts
$1.37M -$26.1K -432 -2%
JIC
403
Johnson Investment Counsel
Ohio
$1.37M -$16K -265 -1%
HAG
404
HF Advisory Group
Maryland
$1.36M +$163K +2,697 +14%
HFS
405
Hantz Financial Services
Michigan
$1.36M +$109K +1,810 +9%
KLWA
406
Kelly Lawrence W & Associates
California
$1.35M -$1.99K -33 -0.1%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.35M +$1.35M +22,388 New
QCM
408
Quantinno Capital Management
New York
$1.34M +$306K +5,065 +30%
HAIM
409
Hunter Associates Investment Management
Pennsylvania
$1.34M -$45.1K -750 -3%
Manulife (Manufacturers Life Insurance)
410
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.34M +$17.3K +287 +1%
MCM
411
McKinley Capital Management
Alaska
$1.33M -$7.31K -121 -0.5%
SWM
412
Sendero Wealth Management
Texas
$1.32M +$335K +5,541 +34%
CS
413
Crescent Sterling
Louisiana
$1.3M -$54.3K -900 -4%
HA
414
Herold Advisors
New York
$1.3M -$29.5K -489 -2%
HSBC Holdings
415
HSBC Holdings
United Kingdom
$1.27M -$1.53M -25,357 -55%
APWM
416
Atlas Private Wealth Management
New York
$1.27M +$64.7K +1,072 +5%
PFO
417
Pathstone Family Office
New Jersey
$1.26M +$840K +14,072 +199%
YIH
418
Y-Intercept (HK)
Hong Kong
$1.26M +$1.26M +20,894 New
EM
419
Excalibur Management
Massachusetts
$1.25M -$1.33K -22 -0.1%
SCM
420
SOL Capital Management
Maryland
$1.25M -$19.6K -325 -2%
MCM
421
MAI Capital Management
Ohio
$1.23M +$19K +314 +2%
BFIM
422
Beese Fulmer Investment Management
Ohio
$1.23M +$20.5K +339 +2%
WSCM
423
Wellington Shields Capital Management
New York
$1.23M – – –
BCM
424
Bayesian Capital Management
New York
$1.21M +$1.21M +20,116 New
QIM
425
Quest Investment Management
Oregon
$1.21M – – –
15 16
17
18 19