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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 %
JIC
1001
Joel Isaacson & Co
New York
$224K – – –
Vanguard Group
1002
Vanguard Group
Pennsylvania
$222K +$222K +3,451 New
CWP
1003
Curated Wealth Partners
California
$222K -$107K -1,668 -33%
WG
1004
Welch Group
Alabama
$222K – – –
BFA
1005
Beacon Financial Advisory
Ohio
$220K – – –
PA
1006
PFG Advisors
Arizona
$220K -$1.93K -30 -0.9%
AWA
1007
Aaron Wealth Advisors
Illinois
$219K +$219K +3,409 New
LJAC
1008
L.J. Altfest & Co
New York
$218K -$709 -11 -0.3%
FVWA
1009
Foster Victor Wealth Advisors
South Carolina
$216K +$216K +3,348 New
QPWM
1010
Quadrant Private Wealth Management
Pennsylvania
$215K -$26.2K -407 -11%
KCPG
1011
Kavar Capital Partners Group
Kansas
$215K +$215K +3,336 New
FG
1012
Fiduciary Group
Georgia
$214K – – –
FFC
1013
First Financial Corp
Indiana
$213K +$186K +2,890 +685%
CAG
1014
Csenge Advisory Group
Florida
$213K +$213K +3,309 New
RWB
1015
RMR Wealth Builders
New Jersey
$213K +$213K +3,309 New
DSC
1016
Duncker Streett & Co
Missouri
$213K -$51K -792 -19%
PP
1017
PDT Partners
New York
$212K +$212K +3,299 New
NB
1018
Northwest Bancshares
Pennsylvania
$211K +$211K +3,277 New
GWS
1019
Glassman Wealth Services
Virginia
$211K +$73.1K +1,135 +53%
WA
1020
Waverly Advisors
Alabama
$210K +$210K +3,268 New
WWM
1021
Western Wealth Management
Colorado
$210K +$210K +3,260 New
OC
1022
Oakworth Capital
Alabama
$210K -$46.4K -721 -18%
SMG
1023
Smart Money Group
Texas
$210K +$210K +3,258 New
PVI
1024
Pine Valley Investments
New Jersey
$210K +$210K +3,255 New
TIM
1025
Thompson Investment Management
Wisconsin
$209K +$12.9K +200 +7%
39 40
41
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