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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 %
AAS
626
Ameritas Advisory Services
Nebraska
$664K -$113K -1,647 -15%
Empower Advisory Group
627
Empower Advisory Group
Colorado
$661K +$134K +2,080 +25%
GI
628
Gradient Investments
Minnesota
$658K +$37.1K +577 +6%
WF
629
Welch & Forbes
Massachusetts
$658K +$12K +187 +2%
ST
630
Smithfield Trust
Pennsylvania
$657K +$28.2K +438 +4%
ERIC
631
Eagle Rock Investment Company
Georgia
$653K – – –
JWCA
632
J.W. Cole Advisors
Florida
$653K +$61.5K +956 +10%
JGUA
633
John G. Ullman & Associates
New York
$650K – – –
PM
634
Penbrook Management
New York
$650K – – –
TW
635
TrinityPoint Wealth
Connecticut
$647K +$6.57K +102 +1%
NCM
636
Northwest Capital Management
Oregon
$644K – – –
TCOV
637
Trust Company of Vermont
Vermont
$638K -$53.8K -835 -8%
SC
638
Schulhoff & Co
Ohio
$633K +$1.29K +20 +0.2%
MHR
639
Matthew Hamilton Rosenberg
$629K -$7.53K -117 -1%
WAL
640
W Advisors LLC
Tennessee
$629K – – –
PBT
641
Pictet Bank & Trust
Bahamas
$623K – – –
CG
642
Clarus Group
Texas
$622K +$13.5K +209 +2%
ICA
643
Infrastructure Capital Advisors
New York
$620K +$620K +12 New
BTWM
644
Baker Tilly Wealth Management
Wisconsin
$617K -$63.6K -988 -9%
DT
645
Diversified Trust
Tennessee
$615K -$3.86K -60 -0.6%
FIM
646
Fruth Investment Management
Texas
$614K – – –
DI
647
Diligent Investors
California
$613K -$12.9K -200 -2%
Janus Henderson Group
648
Janus Henderson Group
United Kingdom
$613K – – –
FMTC
649
Farmers & Merchants Trust Company
California
$613K – – –
RHDIC
650
R.H. Dinel Investment Counsel
California
$613K – – –
24 25
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