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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 %
SW
1026
SkyOak Wealth
Michigan
$209K +$209K +3,250 New
SP
1027
Successful Portfolios
Florida
$209K -$19.6K -304 -9%
M
1028
MOTCO
Texas
$209K +$138K +2,141 +194%
RC
1029
Roundview Capital
New Jersey
$209K +$209K +3,241 New
FDCC
1030
Foster Dykema Cabot & Co
Massachusetts
$208K – – –
TF
1031
Tompkins Financial
New York
$208K – – –
AIM
1032
Avity Investment Management
Connecticut
$208K +$208K +3,226 New
AP
1033
Appleton Partners
Massachusetts
$207K -$10.2K -158 -5%
EBSAM
1034
Eubel Brady & Suttman Asset Management
Ohio
$207K +$207K +3,222 New
MSFS
1035
Main Street Financial Solutions
Pennsylvania
$207K +$207K +3,214 New
GLLW
1036
Graves Light Lenhart Wealth
Virginia
$206K -$26.3K -408 -11%
SIA
1037
SeaBridge Investment Advisors
New Jersey
$206K +$206K +3,200 New
FFN
1038
Focus Financial Network
Minnesota
$205K +$205K +3,179 New
AWM
1039
Avaii Wealth Management
Wisconsin
$205K +$205K +3,177 New
UCB
1040
United Community Bank
South Carolina
$204K +$12.9K +200 +7%
MFA
1041
Mayflower Financial Advisors
Massachusetts
$204K +$204K +3,170 New
AQR Capital Management
1042
AQR Capital Management
Connecticut
$204K +$204K +3,168 New
GSEP
1043
Golden State Equity Partners
California
$204K +$204K +3,165 New
PGF
1044
Plan Group Financial
Oklahoma
$204K +$204K +3,165 New
STA
1045
Summit Trail Advisors
New York
$203K -$48.9K -760 -19%
PFSC
1046
Peoples Financial Services Corp
Pennsylvania
$203K – – –
SI
1047
Sprott Inc
Ontario, Canada
$203K +$203K +3,150 New
FWM
1048
FMB Wealth Management
California
$203K +$203K +3,149 New
KFGK
1049
Keystone Financial Group (Kentucky)
Kentucky
$202K +$202K +3,144 New
CC
1050
Callan Capital
California
$202K +$202K +3,143 New
40 41
42
43 44