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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 %
CFG
926
Cooper Financial Group
California
$266K +$7.86K +122 +3%
Capstone Investment Advisors
927
Capstone Investment Advisors
New York
$266K +$266K +4,124 New
MW
928
Marcum Wealth
Ohio
$265K +$49.9K +775 +23%
FCP
929
Fidelis Capital Partners
Florida
$265K +$37.7K +585 +17%
TT
930
TI-Trust
Illinois
$264K – – –
KP
931
Keel Point
Alabama
$264K -$2.83K -44 -1%
BA
932
Ballew Advisors
Mississippi
$264K +$310 +5 +0.1%
HIP
933
HUB Investment Partners
Texas
$264K +$36.1K +561 +16%
HPC
934
HM Payson & Co
Maine
$263K – – –
RFN
935
RDA Financial Network
Iowa
$263K – – –
CA
936
Cullinan Associates
Kentucky
$262K +$23.9K +371 +10%
SFP
937
Sandbox Financial Partners
Maryland
$260K +$193 +3 +0.1%
CC
938
Cadinha & Co
Hawaii
$260K – – –
SC
939
Sepio Capital
Utah
$260K +$11.5K +178 +5%
JPWM
940
Jamison Private Wealth Management
Georgia
$260K +$260K +4,037 New
GWP
941
Gateway Wealth Partners
Wisconsin
$259K +$259K +4,027 New
CBA
942
Coastal Bridge Advisors
Connecticut
$259K -$2.58K -40 -1%
CA
943
Cornerstone Advisory
Maryland
$259K – – –
FM
944
Family Management
New York
$259K +$3.41K +53 +1%
TPM
945
Triasima Portfolio Management
Quebec, Canada
$258K – – –
EWA
946
EverSource Wealth Advisors
Alabama
$257K +$91.9K +1,428 +56%
HVIA
947
Hudson Valley Investment Advisors
New York
$256K -$152K -2,355 -37%
JGGDR
948
JGP Global Gestao de Recursos
Brazil
$256K +$256K +3,975 New
CBFP
949
Cedar Brook Financial Partners
Ohio
$255K +$255K +3,958 New
AA
950
Argent Advisors
Louisiana
$254K +$6.44K +100 +3%
36 37
38
39 40