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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
+$422M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$276M
3
Bank of America
Bank of America
North Carolina
+$127M
4
BlackRock
BlackRock
New York
+$108M
5
Invesco
Invesco
Georgia
+$70.3M

Top Sellers

1
PL
Perpetual Ltd
Australia
-$651M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$100M
3
Norges Bank
Norges Bank
Norway
-$99.7M
4
MIM
Merewether Investment Management
Texas
-$91.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
426
Chilton Capital Management
Texas
$1.49M +$29.9K +465 +2%
Luther King Capital Management (LKCM)
427
Luther King Capital Management (LKCM)
Texas
$1.48M +$230K +3,574 +18%
HSBC Holdings
428
HSBC Holdings
United Kingdom
$1.48M +$127K +1,976 +9%
LFAS
429
Level Four Advisory Services
Texas
$1.47M +$283K +4,388 +24%
IIM
430
Ipswich Investment Management
Massachusetts
$1.46M – – –
FA
431
FDx Advisors
Illinois
$1.45M +$573K +8,901 +66%
KLWA
432
Kelly Lawrence W & Associates
California
$1.44M – – –
SWP
433
Stratos Wealth Partners
Ohio
$1.44M +$359K +5,573 +33%
MCM
434
McKinley Capital Management
Alaska
$1.44M +$23.6K +366 +2%
SYBT
435
Stock Yards Bank & Trust
Kentucky
$1.44M -$195K -3,025 -12%
AWE
436
Avidian Wealth Enterprises
Texas
$1.43M -$274K -4,255 -16%
AA
437
Altman Advisors
Illinois
$1.42M +$1.42M +22,055 New
CCB
438
Cutter & Co Brokerage
Missouri
$1.41M -$77K -1,196 -5%
QP
439
Quilter Plc
United Kingdom
$1.4M – – –
JIC
440
Johnson Investment Counsel
Ohio
$1.39M -$68.8K -1,068 -5%
CFM
441
Coronation Fund Managers
South Africa
$1.38M +$344K +5,349 +33%
CS
442
Crescent Sterling
Louisiana
$1.38M -$16.4K -255 -1%
GAG
443
GM Advisory Group
New York
$1.37M -$131K -2,030 -9%
CCA
444
Checchi Capital Advisers
California
$1.35M +$71K +1,103 +6%
APWM
445
Atlas Private Wealth Management
New York
$1.35M -$515 -8 -0%
HA
446
Herold Advisors
New York
$1.34M -$50.9K -790 -4%
EM
447
Excalibur Management
Massachusetts
$1.34M +$2.7K +42 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
448
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.33M +$698K +10,839 +110%
MCM
449
MAI Capital Management
Ohio
$1.31M -$4.38K -68 -0.3%
WSCM
450
Wellington Shields Capital Management
New York
$1.31M – – –
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