SHEL icon

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 %
DA
976
Doliver Advisors
Texas
$238K +$4.64K +72 +2%
MSAM
977
Moloney Securities Asset Management
Missouri
$238K -$1.93K -30 -0.8%
Squarepoint
978
Squarepoint
New York
$237K +$237K +3,680 New
MWM
979
MBE Wealth Management
Wisconsin
$237K – – –
DWP
980
Daymark Wealth Partners
Ohio
$237K +$237K +3,676 New
1WM
981
1900 Wealth Management
Texas
$236K +$13.2K +205 +6%
CI
982
Cambiar Investors
Colorado
$236K -$35.4M -550,193 -99%
OIA
983
OneDigital Investment Advisors
Kansas
$236K +$236K +3,663 New
AC
984
Addison Capital
Pennsylvania
$235K +$16.1K +251 +7%
WPW
985
Waldron Private Wealth
Pennsylvania
$234K +$19.6K +304 +9%
GF
986
Goodman Financial
Texas
$233K – – –
RDWM
987
Red Door Wealth Management
Tennessee
$233K +$233K +3,623 New
HWA
988
HCR Wealth Advisors
California
$231K – – –
T
989
TCWP
Ohio
$230K -$26.9K -418 -10%
BBW
990
Blue Barn Wealth
Utah
$230K -$16K -248 -6%
DAM
991
Delta Asset Management
Tennessee
$230K – – –
RMDI
992
R.M. Davis Inc
Maine
$229K -$579 -9 -0.3%
CHC
993
City Holding Co
West Virginia
$229K -$47.3K -734 -17%
TCM
994
Tufton Capital Management
Maryland
$228K – – –
FSA
995
Financial Sense Advisors
California
$228K +$4.89K +76 +2%
CIAS
996
Capital Investment Advisory Services
North Carolina
$228K -$35.3K -548 -13%
BWM
997
BigSur Wealth Management
Florida
$228K – – –
HS
998
Horan Securities
United States
$227K +$5.73K +89 +3%
GCM
999
Genus Capital Management
British Columbia, Canada
$227K +$227K +3,525 New
WAM
1000
Weinberger Asset Management
California
$227K – – –
38 39
40
41 42