SHEL icon

Shell
SHEL

Overview Fund Activity

1,301 hedge funds and large institutions have $22.2B invested in Shell in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 397 increasing their positions, 518 reducing their positions, and 91 closing their positions.

Holders
1,301
Holders Change
+46
Holders Change %
+3.67%
% of All Funds
19.08%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.56%
New
157
Increased
397
Reduced
518
Closed
91
Calls
$760M
Puts
$573M
Net Calls
+$187M
Net Calls Change
-$103M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.18B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$157M
4
OAG
4
Orbis Allan Gray
Bermuda
$565M
5
CC
5
Covalis Capital
United Kingdom
$88.1M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$629M
2
PFCS
2
Pale Fire Capital SE
Czech Republic
$152M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$26.9M
5
Amundi
5
Amundi
France
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$34.9M +$29.8M +453,237 +582%
GLA
77
Great Lakes Advisors
Illinois
$33.9M -$8.78M -133,402 -21%
CCM
78
Causeway Capital Management
California
$33.5M +$2.99M +45,462 +10%
HighTower Advisors
79
HighTower Advisors
Illinois
$33.4M +$3.08M +46,827 +10%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$32.9M -$4.14M -62,893 -11%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$32.6M -$5.06M -76,699 -13%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$31.9M – – –
Verition Fund Management
83
Verition Fund Management
Connecticut
$28.8M -$9.88M -150,116 -26%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$28.6M -$1.12M -16,964 -4%
Citigroup
85
Citigroup
New York
$28M +$10.1M +154,237 +57%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$27.9M -$217K -3,302 -0.8%
GF
87
Gabelli Funds
New York
$27.6M -$322K -4,900 -1%
US Bancorp
88
US Bancorp
Minnesota
$27.4M -$868K -13,194 -3%
TA
89
TruWealth Advisors
Louisiana
$27.4M -$2.25M -34,158 -8%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$26.9M -$99.2M -1,507,249 -79%
KCM
91
Kornitzer Capital Management
Kansas
$26.5M +$94.2K +1,432 +0.4%
Optiver Holding
92
Optiver Holding
Netherlands
$25.6M +$25.6M +389,086 New
FP
93
Foundry Partners
Minnesota
$25.1M -$791K -12,028 -3%
NWM
94
Nicola Wealth Management
British Columbia, Canada
$24.5M +$1.32M +20,000 +6%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$24M +$2.02M +30,760 +9%
CI Investments Inc
96
CI Investments Inc
Ontario, Canada
$23.4M -$2.36M -35,930 -9%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$23.3M +$888K +13,497 +4%
CFIA
98
Cantor Fitzgerald Investment Advisors
New York
$22.6M +$22.6M +343,895 New
HP
99
Hikari Power
Japan
$22.5M – – –
Mariner
100
Mariner
Kansas
$22.4M +$524K +7,968 +2%
2 3
4
5 6