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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 %
ACA
951
Aptus Capital Advisors
Alabama
$254K +$31K +482 +14%
NAM
952
NorthCrest Asset Manangement
Minnesota
$254K -$2.64K -41 -1%
KIC
953
Keating Investment Counselors
Florida
$253K +$253K +3,935 New
EDRH
954
Edmond de Rothschild Holding
Switzerland
$253K – – –
PAM
955
Palisade Asset Management
Minnesota
$252K -$51.5K -800 -17%
SWA
956
Sax Wealth Advisors
New Jersey
$252K – – –
TTWM
957
TCV Trust & Wealth Management
Virginia
$251K +$251K +3,899 New
SSG
958
Summit Securities Group
New York
$251K -$265K -4,121 -51%
WQ
959
Wealth Quarterback
New Jersey
$251K +$1.61K +25 +0.6%
FCBT
960
First Citizens Bank & Trust
North Carolina
$251K +$7.34K +114 +3%
ESB
961
Essex Savings Bank
Connecticut
$249K -$33.1K -514 -12%
ACM
962
Advance Capital Management
Michigan
$248K – – –
MIM
963
Marco Investment Management
Georgia
$248K -$14K -217 -5%
AFG
964
Atomi Financial Group
New York
$247K +$247K +3,834 New
CF
965
Clarity Financial
Texas
$247K +$247K +3,831 New
EWM
966
Empirical Wealth Management
Washington
$245K +$3.86K +60 +2%
HIC
967
Holderness Investments Company
North Carolina
$245K – – –
TLP
968
Trinity Legacy Partners
Texas
$244K – – –
LF
969
Lantz Financial
Illinois
$242K +$27.6K +429 +13%
MBTD
970
Mechanics Bank - Trust Department
California
$241K +$14.5K +225 +6%
BTW
971
Boston Trust Walden
Massachusetts
$241K – – –
TP
972
Tranquility Partners
Tennessee
$241K +$4.38K +68 +2%
GQG Partners
973
GQG Partners
Florida
$240K – – –
PHS
974
Pekin Hardy Strauss
Illinois
$239K – – –
MA
975
MONECO Advisors
Connecticut
$238K +$11.7K +182 +5%
37 38
39
40 41