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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 %
CWM
776
Chemistry Wealth Management
New York
$420K +$166K +2,572 +65%
FNT
777
First National Trust
Pennsylvania
$420K -$4.25K -66 -1%
LNB
778
Ledyard National Bank
$419K -$13.8K -215 -3%
BHIA
779
Birch Hill Investment Advisors
Massachusetts
$418K – – –
SA
780
Strategic Advisors
New York
$418K – – –
AIM
781
Anchor Investment Management
South Carolina
$417K -$8.11K -126 -2%
EP
782
Eudaimonia Partners
Tennessee
$416K -$16K -248 -4%
SIMG
783
Sonora Investment Management Group
Arizona
$416K +$14.2K +221 +4%
NRC
784
New Republic Capital
North Carolina
$416K -$21.3K -331 -5%
SMA
785
Sage Mountain Advisors
Georgia
$416K +$7.08K +110 +2%
I2I
786
Insight 2811 Inc
Illinois
$416K -$12.9K -200 -3%
BMC
787
Beaton Management Company
Massachusetts
$415K – – –
MGIA
788
Matthew Goff Investment Advisor
Texas
$414K – – –
RCAG
789
Rehmann Capital Advisory Group
Michigan
$411K +$37K +574 +10%
HDIM
790
Hanson & Doremus Investment Management
Vermont
$411K -$4.51K -70 -1%
LCWP
791
Legacy Capital Wealth Partners
Arkansas
$410K +$410K +6,363 New
GS
792
Gagnon Securities
New York
$405K -$6.44K -100 -2%
IBOK
793
Independence Bank of Kentucky
Kentucky
$405K +$5.15K +80 +1%
SN
794
Sittner & Nelson
Oregon
$404K -$64.3K -998 -14%
ACM
795
Advisors Capital Management
New Jersey
$402K +$26.6K +413 +7%
BWM
796
Baron Wealth Management
Michigan
$401K +$44.7K +694 +13%
PWP
797
Principle Wealth Partners
Connecticut
$401K – – –
MOS
798
MGO One Seven
Ohio
$401K +$53.8K +836 +15%
CAM
799
Cubic Asset Management
Massachusetts
$401K -$33.3K -517 -8%
BAM
800
Berkshire Asset Management
Pennsylvania
$401K -$57.5K -893 -13%
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