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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 %
GWM
801
Geneos Wealth Management
Colorado
$400K -$9.53K -148 -2%
FTC
802
Farmers Trust Company
Ohio
$400K – – –
FWP
803
FAS Wealth Partners
Kansas
$398K +$10.8K +168 +3%
AIA
804
AIMZ Investment Advisors
California
$398K -$6.44K -100 -2%
AWS
805
Arkfeld Wealth Strategies
Nebraska
$395K – – –
WA
806
Wealthstream Advisors
New York
$391K +$391K +6,068 New
RIA
807
Retirement Investment Advisors
Oklahoma
$389K +$162K +2,510 +71%
TCB
808
Texas Capital Bancshares
Texas
$389K -$2.64K -41 -0.7%
HA
809
Hamel Associates
New Jersey
$389K – – –
P
810
&Partners
Tennessee
$388K +$11.2K +174 +3%
AOWM
811
Alpha Omega Wealth Management
Virginia
$388K -$6.44K -100 -2%
AGC
812
Aspen Grove Capital
Colorado
$387K +$30.3K +471 +9%
AAIM
813
Asset Advisors Investment Management
Georgia
$386K – – –
BP
814
Ballentine Partners
Massachusetts
$385K +$31K +481 +9%
FNBOH
815
First National Bank of Hutchinson
Kansas
$380K +$3.09K +48 +0.8%
NGA
816
Naples Global Advisors
Florida
$376K – – –
PA
817
Probity Advisors
Texas
$376K -$10.1K -157 -3%
CF
818
Centaurus Financial
California
$375K +$375K +5,831 New
TIM
819
Tevis Investment Management
Texas
$374K – – –
HJGA
820
Hardman Johnston Global Advisors
Connecticut
$373K – – –
SWA
821
Stratos Wealth Advisors
Ohio
$373K +$373K +5,793 New
KIA
822
KCM Investment Advisors
California
$373K -$33K -512 -8%
MWM
823
Mattern Wealth Management
Kansas
$372K +$11.3K +175 +3%
PWLP
824
Prio Wealth Limited Partnership
Massachusetts
$372K – – –
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$372K – – –
31 32
33
34 35