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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 %
IFWM
1051
Institute for Wealth Management
Colorado
$202K +$202K +3,136 New
TFP
1052
Triune Financial Partners
Kansas
$202K +$202K +3,131 New
AA
1053
Ancora Advisors
Ohio
$201K +$193 +3 +0.1%
BCG
1054
Breakwater Capital Group
New Jersey
$200K +$200K +3,064 New
RFG
1055
RFP Financial Group
Georgia
$198K -$6.44K -100 -3%
WTA
1056
Washington Trust Advisors
Massachusetts
$195K – – –
JWA
1057
JFS Wealth Advisors
Pennsylvania
$191K -$4.96K -77 -3%
FFA
1058
Farther Finance Advisors
California
$184K +$135K +2,100 +277%
SIC
1059
Salem Investment Counselors
North Carolina
$184K – – –
OP
1060
ORG Partners
Indiana
$180K +$3.09K +48 +2%
AW
1061
Avion Wealth
Texas
$179K -$2.95K -46 -2%
Jones Financial Companies
1062
Jones Financial Companies
Missouri
$177K -$1.74K -27 -1%
SCA
1063
Stonebridge Capital Advisors
Minnesota
$173K – – –
RTC
1064
Riverview Trust Company
Washington
$169K +$47.6K +740 +39%
HCP
1065
Hexagon Capital Partners
Arkansas
$168K +$5.41K +84 +3%
BWP
1066
Baldwin Wealth Partners
Massachusetts
$164K – – –
FPB
1067
First PREMIER Bank
South Dakota
$161K – – –
CAL
1068
Capital Analysts LLC
Pennsylvania
$151K – – –
FAM
1069
Flaharty Asset Management
Florida
$143K +$143K +2,223 New
PB
1070
Pinnacle Bancorp
Nebraska
$143K – – –
AA
1071
Addison Advisors
Vermont
$139K +$20.4K +317 +17%
ME
1072
McIlrath & Eck
Washington
$137K +$8.56K +133 +7%
HWP
1073
Highline Wealth Partners
California
$134K – – –
WSC
1074
Wellington Shields & Co
New York
$134K – – –
JWM
1075
Janiczek Wealth Management
Colorado
$129K +$113K +1,757 +735%
41 42
43
44 45