SHEL icon

Shell
SHEL

Overview Fund Activity

1,331 hedge funds and large institutions have $22.6B invested in Shell in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+30
Holders Change %
+2.31%
% of All Funds
19.3%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.38%
New
120
Increased
496
Reduced
457
Closed
73
Calls
$706M
Puts
$373M
Net Calls
+$333M
Net Calls Change
+$146M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.2B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$284M
3
Holocene Advisors
3
Holocene Advisors
New York
$239M
4
OAG
4
Orbis Allan Gray
Bermuda
$692M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$99.4M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$108M
2
Morgan Stanley
2
Morgan Stanley
New York
$670M
3
HL
3
Harding Loevner
New Jersey
$22.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$45.1M
5
CC
5
Covalis Capital
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$174M -$27.1M -404,038 -13%
Wells Fargo
27
Wells Fargo
California
$171M -$293K -4,365 -0.2%
Amundi
28
Amundi
France
$167M -$19.5M -273,890 -10%
WGI
29
Westwood Global Investments
Massachusetts
$164M +$1.93M +28,818 +1%
MIP
30
Mondrian Investment Partners
United Kingdom
$147M +$66.6M +993,342 +83%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$142M +$1.33M +19,769 +0.9%
Invesco
32
Invesco
Georgia
$136M +$1.72M +25,593 +1%
Capital Research Global Investors
33
Capital Research Global Investors
California
$135M +$139K +2,076 +0.1%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$127M +$91.8M +1,368,630 +258%
State Farm Mutual Automobile Insurance
35
State Farm Mutual Automobile Insurance
Illinois
$125M – – –
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$123M -$31.5K -470 -0%
Stifel Financial
37
Stifel Financial
Missouri
$122M -$11.1M -166,109 -8%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$108M -$533M -7,943,080 -83%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$105M -$10.3M -153,451 -9%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$99.4M +$99.4M +1,483,061 New
BIP
41
Brandes Investment Partners
California
$96.4M +$21.1M +314,957 +28%
SAM
42
Silvercrest Asset Management
New York
$96.1M -$76.7K -1,144 -0.1%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$95M -$6.61M -98,543 -7%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$93.9M -$2.77M -41,338 -3%
AllianceBernstein
45
AllianceBernstein
Tennessee
$89.1M -$2.17M -32,388 -2%
UBS Group
46
UBS Group
Switzerland
$86.2M -$3.17M -47,329 -4%
TAM
47
Todd Asset Management
Kentucky
$81.1M -$12.8M -191,480 -14%
MIM
48
Merewether Investment Management
Texas
$75.8M -$9.57M -142,684 -11%
EIP
49
Energy Income Partners
Connecticut
$75M +$7.19M +107,219 +11%
Jennison Associates
50
Jennison Associates
New York
$73.9M -$1.74M -25,967 -2%
1
2
3 4 5