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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.

Holders
1,301
Holders Change
+46
Holders Change %
+3.67%
% of All Funds
19.08%
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
1
Fidelity Investments
Massachusetts
$2.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.18B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$157M
4
OAG
4
Orbis Allan Gray
Bermuda
$565M
5
CC
5
Covalis Capital
United Kingdom
$88.1M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$629M
2
PFCS
2
Pale Fire Capital SE
Czech Republic
$152M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$26.9M
5
Amundi
5
Amundi
France
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$167M -$83.3M -1,303,988 -33%
WGI
27
Westwood Global Investments
Massachusetts
$159M +$20.1M +304,871 +14%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$157M +$157M +2,381,661 New
PFCS
29
Pale Fire Capital SE
Czech Republic
$152M -$205M -3,114,902 -57%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$140M -$152M -2,311,703 -52%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$138M +$8.32M +126,517 +6%
Capital Research Global Investors
32
Capital Research Global Investors
California
$132M +$11.5K +175 +0%
Invesco
33
Invesco
Georgia
$132M +$15.6M +236,783 +13%
Stifel Financial
34
Stifel Financial
Missouri
$131M +$5.62M +85,416 +5%
State Farm Mutual Automobile Insurance
35
State Farm Mutual Automobile Insurance
Illinois
$122M – – –
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$121M -$1.72M -26,107 -1%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$114M -$8.98M -136,496 -7%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$99.7M +$879K +13,366 +0.9%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$94.9M +$1.99M +30,261 +2%
SAM
40
Silvercrest Asset Management
New York
$94.4M -$4.93M -74,976 -5%
TAM
41
Todd Asset Management
Kentucky
$92.2M -$5.44M -82,614 -6%
AllianceBernstein
42
AllianceBernstein
Tennessee
$89.5M +$11.1M +168,634 +14%
CC
43
Covalis Capital
United Kingdom
$88.1M +$88.1M +1,339,313 New
UBS Group
44
UBS Group
Switzerland
$87.7M -$19M -288,497 -18%
MIM
45
Merewether Investment Management
Texas
$83.7M +$83.7M +1,272,648 New
MIP
46
Mondrian Investment Partners
United Kingdom
$78.6M +$78.5M +1,193,630 +132,626%
ECU
47
Egerton Capital (UK)
United Kingdom
$77.2M +$13.2M +200,505 +21%
Jennison Associates
48
Jennison Associates
New York
$74.2M +$2.27M +34,459 +3%
BIP
49
Brandes Investment Partners
California
$73.9M +$10.8M +163,965 +17%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$72.4M +$41M +793,136 +131%
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