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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 %
AWM
876
AllSquare Wealth Management
New York
$303K +$129K +2,000 +74%
CCIA
877
Campbell & Co Investment Adviser
Maryland
$303K +$303K +4,700 New
TGAM
878
TBH Global Asset Management
Tennessee
$301K -$19.3K -299 -6%
BBA
879
BLB&B Advisors
Pennsylvania
$301K +$5.73K +89 +2%
CC
880
Chicago Capital
Illinois
$300K -$2.38K -37 -0.8%
GIP
881
Granite Investment Partners
California
$300K – – –
ML
882
McAdam LLC
Pennsylvania
$299K +$26.8K +417 +10%
RBFC
883
Roman Butler Fullerton & Co
Missouri
$299K +$1.28K +19 +0.4%
KC
884
Kenfarb & Co
Kentucky
$296K – – –
CLOS
885
Compagnie Lombard Odier SCmA
Switzerland
$295K – – –
SAA
886
Southeast Asset Advisors
Georgia
$293K -$55K -855 -16%
CCG
887
Chatham Capital Group
Georgia
$293K – – –
CAM
888
Carret Asset Management
New York
$292K – – –
EHWM
889
Eads & Heald Wealth Management
Georgia
$292K -$26.8K -415 -8%
CGA
890
Crescent Grove Advisors
Illinois
$292K +$2.32K +36 +0.8%
PS
891
Planned Solutions
California
$291K – – –
SDAM
892
Shulman DeMeo Asset Management
New York
$289K -$26.1K -406 -8%
ACP
893
Aveo Capital Partners
Colorado
$288K +$8.69K +135 +3%
KMWM
894
Keudell/Morrison Wealth Management
Oregon
$288K +$59.5K +924 +26%
IWP
895
Icon Wealth Partners
Texas
$288K +$52.2K +810 +22%
WT
896
Washington Trust
Rhode Island
$287K +$3.61K +56 +1%
PIM
897
Penobscot Investment Management
Massachusetts
$287K +$287K +4,459 New
AO
898
Advisor OS
Illinois
$286K +$11.3K +176 +4%
FLPIM
899
F.L. Putnam Investment Management
Massachusetts
$286K -$16K -248 -5%
SFC
900
Strategic Financial Concepts
Texas
$284K -$3.22K -50 -1%
34 35
36
37 38