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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 %
JCM
751
Jacobi Capital Management
Pennsylvania
$444K -$19.7K -306 -4%
FDCDDQ
752
Federation des caisses Desjardins du Quebec
Quebec, Canada
$443K -$278K -4,318 -39%
GCMG
753
Gyroscope Capital Management Group
Florida
$443K +$3.54K +55 +0.8%
BHB
754
Bank Hapoalim BM
Israel
$442K +$49.9K +775 +13%
WPC
755
Wedmont Private Capital
Pennsylvania
$441K +$94.4K +1,428 +27%
IIM
756
InTrack Investment Management
Vermont
$441K +$1.03K +16 +0.2%
APWM
757
Argonautica Private Wealth Management
Massachusetts
$440K +$4.51K +70 +1%
SCP
758
Syntal Capital Partners
Texas
$440K -$27K -420 -6%
RWA
759
Ropes Wealth Advisors
Massachusetts
$438K -$7.6K -118 -2%
SW
760
SteelPeak Wealth
California
$438K -$341K -5,300 -44%
LI
761
LMCG Investments
Massachusetts
$438K -$129 -2 -0%
Thrivent Financial for Lutherans
762
Thrivent Financial for Lutherans
Minnesota
$435K +$40.9K +621 +10%
AC
763
Avant Capital
Louisiana
$434K -$9.4K -146 -2%
TW
764
Transform Wealth
Colorado
$434K -$61.7K -959 -12%
HL
765
HeadInvest LLC
Maine
$434K – – –
AF
766
Apexium Financial
Texas
$434K – – –
IWM
767
IHT Wealth Management
Illinois
$433K +$121K +1,873 +39%
EW
768
Element Wealth
Mississippi
$431K +$193 +3 +0%
WP
769
Westmount Partners
California
$430K +$5.22K +81 +1%
NG
770
Norden Group
Utah
$429K +$429K +6,665 New
LAS
771
Lloyd Advisory Services
Georgia
$429K +$429K +6,665 New
RSWM
772
Robertson Stephens Wealth Management
California
$427K +$901 +14 +0.2%
TH
773
TCTC Holdings
Texas
$423K – – –
TA
774
Tiedemann Advisors
New York
$421K +$59.3K +921 +16%
AC
775
Avestar Capital
New York
$421K -$15.9K -247 -4%
29 30
31
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