We are live on ! Find out more

1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,1811,190 (+9)

0.42% more ownership

Funds ownership: 4.07%4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

Holders
1,190
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
18.96%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.41%
New
115
Increased
424
Reduced
393
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
26
Pzena Investment Management
New York
$143M -$16M -272,631 -10%
Northern Trust
27
Northern Trust
Illinois
$142M +$1.03M +17,583 +0.7%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$140M +$143M +2,438,348 New
Wells Fargo
29
Wells Fargo
California
$138M -$2.66M -45,254 -2%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$138M -$12.4M -210,899 -8%
Chevy Chase Trust
31
Chevy Chase Trust
Maryland
$117M -$15.7M -267,207 -12%
Holocene Advisors
32
Holocene Advisors
New York
$117M -$27.3M -464,629 -19%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$117M +$7.51M +127,598 +7%
Capital Research Global Investors
34
Capital Research Global Investors
California
$116M +$86K +1,462 +0.1%
State Farm Mutual Automobile Insurance
35
State Farm Mutual Automobile Insurance
Illinois
$107M
Stifel Financial
36
Stifel Financial
Missouri
$100M +$7.17M +121,920 +8%
JP Morgan Chase
37
JP Morgan Chase
New York
$96.9M -$22.3M -378,480 -18%
UBS Group
38
UBS Group
Switzerland
$88.2M +$8.97M +152,520 +11%
TAM
39
Todd Asset Management
Kentucky
$86.2M +$309K +5,256 +0.4%
MIM
40
Merewether Investment Management
Texas
$82.9M +$14.8M +251,873 +21%
DLA
41
Douglas Lane & Associates
New York
$67.5M -$2.24M -38,141 -3%
WGI
42
Westwood Global Investments
Massachusetts
$67.2M +$1.18M +20,001 +2%
Boston Partners
43
Boston Partners
Massachusetts
$66.3M +$2.91M +49,487 +4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$64.2M +$173M +2,934,078 +235%
SAM
45
Silvercrest Asset Management
New York
$61.8M +$1.91M +32,507 +3%
Macquarie Group
46
Macquarie Group
Australia
$60.1M -$1.47M -25,001 -2%
N
47
Nuveen
North Carolina
$59.6M +$7.17M +121,904 +13%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$58.2M -$2.78M -47,199 -4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$58.1M +$7.46M +126,830 +14%
EIC
50
Equity Investment Corp
Georgia
$56.2M +$1.43M +24,358 +3%