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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 %
KA
601
Kozak & Associates
Colorado
$723K +$13K +202 +2%
EAM
602
Eagle Asset Management
Florida
$722K -$20.5K -319 -3%
AGA
603
Arkos Global Advisors
Texas
$721K -$4.44K -69 -0.6%
GHA
604
GW Henssler & Associates
Georgia
$719K -$62.4K -970 -8%
IRC
605
Investors Research Corp
Georgia
$718K – – –
MGIA
606
Moneta Group Investment Advisors
Missouri
$715K -$44.4K -690 -6%
NS
607
NBC Securities
Alabama
$710K +$710K +11,035 New
PI
608
PFG Investments
New York
$709K +$39.8K +618 +6%
IAA
609
Ironsides Asset Advisors
North Carolina
$708K – – –
EW
610
Evoke Wealth
California
$705K +$8.5K +132 +1%
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$703K +$7.15K +111 +1%
KA
612
Kovack Advisors
Florida
$701K -$41.7K -647 -6%
BBVA
613
Banco Bilbao Vizcaya Argentaria
Spain
$697K +$318K +4,938 +84%
SCM
614
Schnieders Capital Management
California
$696K – – –
WA
615
WESPAC Advisors
California
$695K +$695K +10,801 New
GEA
616
Glen Eagle Advisors
New Jersey
$694K +$44.2K +686 +7%
GDP
617
Great Diamond Partners
Maine
$692K +$29.9K +464 +5%
BOH
618
Bank of Hawaii
Hawaii
$690K -$279K -4,333 -29%
FWM
619
Forefront Wealth Management
Pennsylvania
$685K +$386 +6 +0.1%
PSP
620
Principal Street Partners
Tennessee
$680K +$340K +5,281 +100%
SC
621
Syon Capital
California
$679K +$679K +10,543 New
BFS
622
Bradley Foster & Sargent
Connecticut
$672K – – –
RPCONE
623
Retirement Planning Company of New England
Rhode Island
$668K -$151K -2,339 -18%
9WM
624
9258 Wealth Management
Ohio
$668K -$4.38K -68 -0.7%
CWM
625
Circle Wealth Management
New Jersey
$664K +$145K +2,247 +28%
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