SHEL icon

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 %
PWPS
551
Pinnacle Wealth Planning Services
Ohio
$877K +$279K +4,336 +47%
AWA
552
Arkadios Wealth Advisors
Georgia
$872K +$177K +2,746 +25%
SRC
553
Sage Rhino Capital
California
$871K -$2K -31 -0.2%
TIAA Trust, National Association
554
TIAA Trust, National Association
North Carolina
$868K +$868K +13,481 New
CTC
555
Central Trust Company
Missouri
$861K -$4.19K -65 -0.5%
SS
556
Sunbelt Securities
Texas
$857K +$5.41K +84 +0.6%
HW
557
Hancock Whitney
Mississippi
$853K +$23.9K +371 +3%
DWT
558
Dorsey & Whitney Trust
South Dakota
$851K +$26.5K +412 +3%
LSAG
559
Lake Street Advisors Group
New Hampshire
$842K -$22.8K -354 -3%
CA
560
Crewe Advisors
Utah
$838K – – –
MG
561
Mather Group
Illinois
$832K -$74.6K -1,159 -8%
Toronto Dominion Bank
562
Toronto Dominion Bank
Ontario, Canada
$828K – – –
NL
563
NVWM LLC
Pennsylvania
$827K -$7.86K -122 -0.9%
HPM
564
Hudson Portfolio Management
New York
$825K -$6.76K -105 -0.8%
TWD
565
True Wealth Design
Ohio
$823K -$56K -870 -6%
TYCC
566
Texas Yale Capital Corp
Florida
$821K -$24.9K -386 -3%
SBH
567
Segall Bryant & Hamill
Illinois
$821K -$32.6K -507 -4%
DG
568
DMC Group
Alabama
$813K +$70K +1,088 +9%
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$811K +$139K +2,162 +21%
SIC
570
Shoker Investment Counsel
Ohio
$809K -$82.5K -1,281 -9%
Wolverine Trading
571
Wolverine Trading
Illinois
$805K +$128K +1,990 +19%
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$800K – – –
DAS
573
Dynamic Advisor Solutions
Arizona
$798K +$344K +5,345 +76%
ES
574
ETF Store
Kansas
$794K +$4.38K +64 +0.6%
GC
575
GFG Capital
Florida
$791K – – –
21 22
23
24 25