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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 %
HIA
1101
Harbor Investment Advisory
Maryland
$89.7K -$38.1K -592 -30%
IPW
1102
Impact Partnership Wealth
Georgia
$87.3K +$7.28K +113 +9%
TCCM
1103
Timber Creek Capital Management
Massachusetts
$83.7K – – –
WBC
1104
West Branch Capital
Massachusetts
$83.7K – – –
VWM
1105
Venturi Wealth Management
Texas
$83.3K +$83.3K +1,294 New
MRCM
1106
M&R Capital Management
New Jersey
$83.1K – – –
AA
1107
AlphaMark Advisors
Kentucky
$81K -$3.53K -55 -4%
PGAM
1108
Princeton Global Asset Management
New Jersey
$80.3K – – –
ITIM
1109
Indiana Trust & Investment Management
Indiana
$79.6K +$79.6K +1,237 New
BWM
1110
Baystate Wealth Management
Massachusetts
$78.2K – – –
FCA
1111
FinTrust Capital Advisors
South Carolina
$76.5K +$18.4K +286 +32%
GFPC
1112
Global Financial Private Client
Florida
$76.3K – – –
PAM
1113
Paradigm Asset Management
New York
$72K – – –
AWM
1114
Avior Wealth Management
Nebraska
$71.4K +$386 +6 +0.5%
FCAS
1115
First Command Advisory Services
Texas
$68.6K +$68.6K +1,066 New
BFPW
1116
BOK Financial Private Wealth
Colorado
$67K – – –
PPC
1117
Park Place Capital
Alabama
$66.8K – – –
BC
1118
Barrett & Company
Rhode Island
$66.1K -$7.4K -115 -10%
CCA
1119
Column Capital Advisors
Indiana
$65K +$10.8K +168 +20%
AIM
1120
Arcadia Investment Management
Michigan
$63.4K – – –
HBW
1121
Hazlett, Burt & Watson
West Virginia
$63K -$3.76K -59 -6%
MIP
1122
Mondrian Investment Partners
United Kingdom
$57.9K – – –
DAC
1123
Dividend Assets Capital
South Carolina
$55K – – –
FMTCOCP
1124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K – – –
AIC
1125
Archer Investment Corporation
Indiana
$54.4K +$40K +622 +278%
43 44
45
46 47