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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 %
HT
451
HAP Trading
New York
$1.3M +$1.3M +20,143 New
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.3M -$239K -3,484 -16%
ST
453
SAL Trading
Pennsylvania
$1.3M +$1.3M +20,122 New
RSC
454
Red Spruce Capital
Pennsylvania
$1.29M +$29.6K +460 +2%
SFS
455
Sowell Financial Services
Arkansas
$1.29M -$372K -5,777 -22%
QIM
456
Quest Investment Management
Oregon
$1.29M – – –
BFIM
457
Beese Fulmer Investment Management
Ohio
$1.29M -$25.8K -400 -2%
WA
458
WealthTrust Axiom
Pennsylvania
$1.27M +$258 +4 +0%
HAIM
459
Hunter Associates Investment Management
Pennsylvania
$1.27M -$154K -2,400 -11%
WT
460
Whittier Trust
California
$1.26M +$60.2K +935 +5%
IDBONY
461
Israel Discount Bank of New York
New York
$1.26M – – –
IC
462
IEQ Capital
California
$1.26M +$91.2K +1,417 +8%
SCM
463
SOL Capital Management
Maryland
$1.25M -$75.6K -1,175 -6%
Manulife (Manufacturers Life Insurance)
464
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24M -$180K -2,792 -13%
CG
465
Cutler Group
California
$1.24M +$1.18M +18,299 +1,865%
IAA
466
Independent Advisor Alliance
North Carolina
$1.24M +$5.6K +87 +0.5%
WTC
467
WhitTier Trust Company
Nevada
$1.23M -$4.31K -67 -0.4%
MWM
468
Meridian Wealth Management
Kentucky
$1.22M +$577K +8,966 +90%
SPC
469
Sigma Planning Corp
Michigan
$1.22M +$107K +1,667 +10%
WS
470
Wedbush Securities
California
$1.22M +$25.4K +395 +2%
SI
471
SCP Investment
California
$1.21M +$914K +14,200 +309%
WFI
472
West Family Investments
California
$1.21M – – –
SC
473
Solstein Capital
California
$1.2M – – –
MWM
474
Mission Wealth Management
California
$1.19M +$198K +3,068 +20%
SRC
475
Shufro Rose & Co
New York
$1.19M -$64.4K -1,000 -5%
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