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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 %
POIA
576
Pin Oak Investment Advisors
Texas
$790K +$3.86K +60 +0.5%
BL
577
Balentine LLC
Georgia
$789K -$2.64K -41 -0.3%
WIM
578
Waverton Investment Management
United Kingdom
$789K – – –
OA
579
Oxbow Advisors
Texas
$788K – – –
AMIM
580
Aull & Monroe Investment Management
Alabama
$782K – – –
First Manhattan
581
First Manhattan
New York
$782K -$23.5K -365 -3%
Bessemer Group
582
Bessemer Group
New Jersey
$780K -$111K -1,725 -12%
MA
583
Mutual Advisors
Nebraska
$780K +$83.3K +1,294 +12%
Lido Advisors
584
Lido Advisors
California
$769K -$57.9K -899 -7%
CG
585
Caprock Group
Idaho
$769K +$21.4K +333 +3%
PGIM
586
Pacific Global Investment Management
California
$769K +$322 +5 +0%
LFA
587
Legacy Financial Advisors
Kentucky
$760K +$71.5K +1,110 +10%
PA
588
Profund Advisors
Maryland
$759K -$44.9K -697 -6%
CIA
589
Capital Investment Advisors
Georgia
$758K -$11.8K -183 -2%
FHA
590
First Horizon Advisors
Tennessee
$755K +$33.8K +525 +5%
GW
591
GW & Wade
Massachusetts
$754K -$32.3K -502 -4%
CIC
592
Crawford Investment Counsel
Georgia
$753K +$46.4K +720 +7%
BCM
593
Birmingham Capital Management
Alabama
$747K -$8.05K -125 -1%
LNC
594
Lincoln National Corp
Pennsylvania
$743K +$234K +3,641 +46%
AWM
595
Apollon Wealth Management
South Carolina
$737K +$46.9K +728 +7%
CFGS
596
Concourse Financial Group Securities
Alabama
$735K -$19.1K -296 -3%
BCM
597
Brookstone Capital Management
Illinois
$732K +$440K +6,455 +151%
DI
598
DFPG Investments
Utah
$729K -$7.78K -120 -1%
HJIM
599
Henry James International Management
New York
$726K – – –
FHA
600
Flagship Harbor Advisors
Massachusetts
$724K +$2.19K +34 +0.3%
22 23
24
25 26