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 %
CP
701
Covenant Partners
Tennessee
$515K +$515K +8,005 New
WAG
702
Wallace Advisory Group
California
$514K +$15.9K +263 +3%
TCA
703
Transcend Capital Advisors
New Jersey
$514K +$209K +3,242 +68%
NIM
704
Northeast Investment Management
Massachusetts
$512K +$20.9K +325 +4%
EG
705
Ellerson Group
Maryland
$512K +$63.1K +980 +14%
VVP
706
Venture Visionary Partners
Ohio
$510K +$111K +1,729 +28%
PCM
707
Parsons Capital Management
Rhode Island
$510K -$7.08K -110 -1%
AIM
708
Alhambra Investment Management
Florida
$508K – – –
NB
709
NBT Bank
New York
$505K -$129K -2,000 -20%
HI
710
Harbour Investments
Wisconsin
$500K -$8.95K -139 -2%
WHG
711
Westwood Holdings Group
Texas
$500K – – –
NAM
712
NTV Asset Management
West Virginia
$499K +$258 +4 +0.1%
GCM
713
Gables Capital Management
Florida
$498K – – –
EH
714
Equitable Holdings
New York
$493K +$15.8K +246 +3%
GC
715
Grimes & Company
Massachusetts
$490K +$773 +12 +0.2%
SL
716
Sentry LLC
Tennessee
$487K -$39.2K -609 -7%
CIA
717
Choate Investment Advisors
Massachusetts
$486K +$486K +7,542 New
CL
718
Choreo LLC
Illinois
$485K +$50.6K +786 +12%
SIG
719
Stonegate Investment Group
Alabama
$484K -$2.51K -39 -0.5%
AWAU
720
Alliance Wealth Advisors (Utah)
Utah
$483K -$44.7K -694 -8%
AI
721
Atom Investors
Texas
$482K +$482K +7,493 New
CW
722
CreativeOne Wealth
Kansas
$482K -$99K -1,539 -17%
DWM
723
Drive Wealth Management
Utah
$481K +$13.8K +215 +3%
CAM
724
Cozad Asset Management
Illinois
$480K +$12K +187 +3%
SFG
725
StrategIQ Financial Group
Indiana
$478K +$1.29K +20 +0.3%
27 28
29
30 31