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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 %
SWA
1126
SOA Wealth Advisors
New York
$52.3K +$64 +1 +0.1%
HCM
1127
Highlander Capital Management
New Jersey
$52K – – –
NRG
1128
Nemes Rush Group
Michigan
$52K -$5.67K -88 -10%
TWM
1129
Tradition Wealth Management
Minnesota
$50K -$46.3K -723 -48%
CSB
1130
City State Bank
Iowa
$50K – – –
TFM
1131
TFC Financial Management
Massachusetts
$49.7K +$2.06K +32 +4%
CMP
1132
Coston McIsaac & Partners
Maine
$49K +$42.6K +670 +670%
MSFP
1133
Mark Sheptoff Financial Planning
Connecticut
$48.3K -$22.5K -350 -32%
CSC
1134
Caldwell Sutter Capital
California
$47.6K -$45.1K -700 -49%
MA
1135
MCF Advisors
Kentucky
$45.8K +$25.8K +400 +128%
GIA
1136
GHP Investment Advisors
Colorado
$43.6K +$7.89K +117 +22%
RMC
1137
Resources Management Corp
Connecticut
$43K -$3.2K -50 -7%
FWM
1138
Focused Wealth Management
New York
$42.8K – – –
FCMT
1139
Founders Capital Management (Texas)
Texas
$42.6K +$7.4K +115 +21%
CTA
1140
Colonial Trust Advisors
South Carolina
$42.4K – – –
IFAM
1141
Institutional & Family Asset Management
Colorado
$41.5K – – –
HWA
1142
HHM Wealth Advisors
Tennessee
$39.3K -$6.44K -100 -14%
Nisa Investment Advisors
1143
Nisa Investment Advisors
Missouri
$39.2K – – –
QT
1144
Quantbot Technologies
New York
$39.2K +$39.2K +609 New
MFA
1145
McClarren Financial Advisors
Pennsylvania
$39K +$6.88K +109 +21%
FPFS
1146
First Personal Financial Services
North Carolina
$36.1K – – –
AFIA
1147
America First Investment Advisors
Nebraska
$35.5K – – –
TCM
1148
TD Capital Management
Tennessee
$35.4K – – –
DJSG
1149
D.J. St. Germain
Massachusetts
$32.7K -$5.79K -90 -15%
TIM
1150
Tortoise Investment Management
New York
$32.3K +$64 +1 +0.2%
44 45
46
47 48