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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 %
AAM
476
Auxier Asset Management
Oregon
$1.18M -$3.22K -50 -0.3%
MMA
477
Miracle Mile Advisors
California
$1.18M -$37.7K -586 -3%
IA
478
IFP Advisors
Florida
$1.18M +$63.9K +993 +6%
WAM
479
WNY Asset Management
New York
$1.17M +$40.1K +623 +4%
BCM
480
BTC Capital Management
Iowa
$1.16M +$58.3K +906 +5%
GT
481
Greenleaf Trust
Michigan
$1.15M -$16.5K -257 -1%
CAS
482
Coppell Advisory Solutions
Texas
$1.15M -$243K -4,262 -17%
BWL
483
Bogart Wealth LLC
Virginia
$1.15M -$3.03K -47 -0.3%
GT
484
Glenview Trust
Kentucky
$1.15M +$1.48K +23 +0.1%
RB
485
Rodgers Brothers
Pennsylvania
$1.14M +$267K +4,150 +31%
NHC
486
Nicholas Hoffman & Company
Georgia
$1.13M -$6.44K -100 -0.6%
GC
487
Guggenheim Capital
Illinois
$1.13M +$251K +3,896 +29%
VT
488
Vise Technologies
New York
$1.13M -$68.7K -1,067 -6%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$1.11M -$1.64M -25,398 -60%
LDB
490
Lee, Danner & Bass
Tennessee
$1.1M – – –
GFG
491
Greystone Financial Group
Michigan
$1.09M -$35.7K -555 -3%
AP
492
Americana Partners
Texas
$1.09M +$21.9K +340 +2%
RFM
493
Royal Fund Management
Florida
$1.09M +$1.09M +16,935 New
TCM
494
Traynor Capital Management
Pennsylvania
$1.08M -$34.8K -540 -3%
PA
495
Parallel Advisors
California
$1.08M +$42.6K +661 +4%
AW
496
Apricus Wealth
South Carolina
$1.07M +$296K +4,400 +38%
CSIC
497
Clifford Swan Investment Counsel
California
$1.07M – – –
WANY
498
Wealthspire Advisors (New York)
New York
$1.06M +$113K +1,750 +12%
DF
499
Donoghue Forlines
Massachusetts
$1.06M +$138K +2,144 +15%
NLP
500
Next Level Private
New York
$1.06M +$1.65K +26 +0.2%
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