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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 %
OPCM
501
Osborne Partners Capital Management
California
$1.06M +$10.9K +169 +1%
ISL
502
Ingalls & Snyder LLC
New York
$1.06M -$3.09K -48 -0.3%
Koshinski Asset Management
503
Koshinski Asset Management
Illinois
$1.06M -$57.6K -895 -5%
RCM
504
Radnor Capital Management
Pennsylvania
$1.05M +$1.05M +16,353 New
HH
505
Hilltop Holdings
Texas
$1.05M +$114K +1,770 +12%
BEAM
506
Baker Ellis Asset Management
Washington
$1.04M – – –
BB
507
Busey Bank
Illinois
$1.04M -$66.1K -1,026 -6%
PWW
508
Pettyjohn Wood & White
Virginia
$1.03M +$43.6K +677 +4%
CI
509
Clal Insurance
Israel
$1.03M +$1.03M +16,000 New
MIP
510
Marietta Investment Partners
Wisconsin
$1.03M – – –
AWA
511
Arete Wealth Advisors
Illinois
$1.02M +$323K +5,023 +47%
VCA
512
Verdence Capital Advisors
Maryland
$1.02M +$446K +6,923 +78%
HSA
513
HBK Sorce Advisory
Pennsylvania
$1.01M +$19K +295 +2%
IF
514
Intrua Financial
Texas
$1M -$55.9K -868 -5%
WA
515
Wambolt & Associates
Colorado
$999K +$123K +1,936 +14%
TSW
516
Thompson Siegel & Walmsley
Virginia
$996K – – –
AWM
517
Absher Wealth Management
North Carolina
$993K -$88.7K -1,377 -8%
PAI
518
Pittenger & Anderson Inc
Nebraska
$992K +$992K +15,415 New
PL
519
Perpetual Ltd
Australia
$985K -$651M -10,118,681 -100%
WA
520
Wealth Alliance
New York
$984K -$25.9K -402 -3%
CWP
521
Capital Wealth Planning
Florida
$973K +$479K +7,440 +97%
PCM
522
Penserra Capital Management
California
$973K +$479K +7,440 +97%
XT
523
XTX Topco
Cayman Islands
$964K +$462K +7,179 +92%
BMO
524
Beck Mack & Oliver
New York
$950K – – –
CWP
525
Cyndeo Wealth Partners
Florida
$947K +$1.74K +27 +0.2%
19 20
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