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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 %
BHPW
851
Beverly Hills Private Wealth
California
$337K +$87.8K +1,364 +35%
SIP
852
Stoneridge Investment Partners
Pennsylvania
$331K -$247K -3,840 -43%
SFG
853
SevenBridge Financial Group
Pennsylvania
$331K +$5.67K +88 +2%
AR
854
Apeiron RIA
Texas
$329K +$3.67K +57 +1%
AFG
855
AFS Financial Group
Maryland
$329K – – –
EI
856
Ethic Inc
New York
$328K +$54.1K +840 +20%
SG Americas Securities
857
SG Americas Securities
New York
$327K -$128K -1,982 -28%
KCFA
858
Key Client Fiduciary Advisors
New Jersey
$325K +$322 +5 +0.1%
MWM
859
Modera Wealth Management
New Jersey
$322K +$64 +1 +0%
RC
860
RBF Capital
California
$322K – – –
WSTAM
861
Wilbanks Smith & Thomas Asset Management
Virginia
$322K -$12.7K -197 -4%
GLA
862
Good Life Advisors
Pennsylvania
$320K +$78.5K +1,220 +32%
LKIM
863
Lawson Kroeker Investment Management
Nebraska
$320K – – –
LI
864
Lafayette Investments
Maryland
$320K +$8.05K +125 +3%
FCMC
865
Founders Capital Management (Connecticut)
Connecticut
$319K +$319K +4,962 New
PP
866
Patten & Patten
Tennessee
$319K – – –
EGA
867
E&G Advisors
Texas
$319K – – –
FIA
868
Foundations Investment Advisors
Arizona
$317K +$66.6K +1,034 +27%
CAM
869
Concorde Asset Management
Michigan
$316K +$316K +4,902 New
AB
870
Atlas Brown
Kentucky
$312K – – –
APG
871
Abacus Planning Group
South Carolina
$311K +$25.9K +402 +9%
SMA
872
Seven Mile Advisory
New Jersey
$311K +$22.2K +345 +8%
SWM
873
Silverlake Wealth Management
Vermont
$310K – – –
BAM
874
Brave Asset Management
New Jersey
$309K – – –
GIA
875
Gladstone Institutional Advisory
Florida
$306K +$68.9K +1,070 +29%
33 34
35
36 37