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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 %
SFCL
1076
Strengthening Families & Communities LLC
Massachusetts
$128K -$45.7K -707 -26%
AAP
1077
Arax Advisory Partners
Colorado
$128K -$60K -932 -32%
BCFD
1078
Boit C.F. David
$127K – – –
GBT
1079
Grove Bank & Trust
Florida
$126K +$2.38K +37 +2%
BG
1080
Bollard Group
Massachusetts
$126K +$65.2K +1,010 +107%
BCA
1081
Bray Capital Advisors
Florida
$126K – – –
YDMI
1082
Y.D. More Investments
Israel
$122K -$12.9K -200 -10%
SWA
1083
Sutton Wealth Advisors
Florida
$120K – – –
PCA
1084
Providence Capital Advisors
North Carolina
$115K – – –
SWM
1085
Sugarloaf Wealth Management
Georgia
$111K +$129 +2 +0.1%
KOCAA
1086
Knights of Columbus Asset Advisors
Connecticut
$104K +$104K +1,620 New
LB
1087
Legacy Bridge
Iowa
$103K – – –
EBA
1088
Eagle Bay Advisors
New York
$102K +$3.28K +51 +3%
LWANC
1089
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K – – –
AAG
1090
Armstrong Advisory Group
Massachusetts
$101K -$91.3K -1,418 -47%
WB
1091
Webster Bank
Connecticut
$99.1K – – –
AF
1092
Advisornet Financial
Minnesota
$96.5K -$26.5K -411 -22%
HCM
1093
Hollencrest Capital Management
California
$96.3K +$5.73K +89 +6%
CT
1094
Colonial Trust
South Carolina
$95.1K -$4.76K -74 -5%
CHA
1095
Carmichael Hill & Associates
Maryland
$93.7K – – –
FPF
1096
First Pacific Financial
Washington
$92.3K +$92.3K +1,433 New
USB
1097
Union Savings Bank
Connecticut
$92K – – –
IUHSA
1098
Itau Unibanco Holding S.A.
Brazil
$91.4K -$322 -5 -0.4%
GJIA
1099
Glass Jacobson Investment Advisors
Maryland
$90.5K +$1.35K +21 +2%
CNBTD
1100
Citizens National Bank Trust Department
Mississippi
$89.9K – – –
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