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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
1
Fidelity Investments
Massachusetts
$1.87B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.08B
3
Bank of America
3
Bank of America
North Carolina
$597M
4
BlackRock
4
BlackRock
New York
$583M
5
Invesco
5
Invesco
Georgia
$114M

Top Sellers

1
PL
1
Perpetual Ltd
Australia
$985K
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Norges Bank
3
Norges Bank
Norway
$73.9M
4
MIM
4
Merewether Investment Management
Texas
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$21.9M +$2.24M +34,850 +11%
SCM
102
SIR Capital Management
New York
$21.8M -$646K -10,036 -3%
Alyeska Investment Group
103
Alyeska Investment Group
Illinois
$21.5M -$34.6M -538,118 -62%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$21.5M +$1.74M +26,960 +9%
Mariner
105
Mariner
Kansas
$21.4M +$811K +12,592 +4%
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$21.3M -$31.5M -489,258 -60%
CAM
107
Cresset Asset Management
Illinois
$21.1M +$2.25M +34,954 +12%
ACA
108
Anchor Capital Advisors
Massachusetts
$20.9M +$5.03M +78,153 +32%
GC
109
Guardian Capital
Ontario, Canada
$20.4M -$1.86M -28,908 -8%
First Eagle Investment Management
110
First Eagle Investment Management
New York
$19.7M +$1.78M +27,651 +10%
HPG
111
Harvest Portfolios Group
Ontario, Canada
$19.6M -$522K -8,105 -3%
SEI Investments
112
SEI Investments
Pennsylvania
$19.6M +$8.37M +129,992 +75%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$19.2M +$19.2M +298,889 New
OCAM
114
Onex Canada Asset Management
Ontario, Canada
$19.1M +$434K +13,449 +2%
TNB
115
Thomasville National Bank
Georgia
$18.9M +$169K +2,623 +0.9%
Citigroup
116
Citigroup
New York
$17.5M +$7.59M +117,816 +77%
Truist Financial
117
Truist Financial
North Carolina
$17.4M +$3M +46,673 +21%
FWIA
118
Fort Washington Investment Advisors
Ohio
$17M -$126K -1,951 -0.7%
WCM
119
Wedge Capital Management
North Carolina
$17M -$1.34M -20,854 -7%
Creative Planning
120
Creative Planning
Kansas
$16.7M +$4.88M +75,857 +41%
NEI
121
Northwest & Ethical Investments
Ontario, Canada
$16.1M +$2.58M +40,083 +19%
GD
122
Grandfield & Dodd
New York
$16.1M +$376K +5,836 +2%
LCM
123
Logan Capital Management
Pennsylvania
$16.1M -$402K -6,248 -2%
ICM
124
Invenomic Capital Management
Massachusetts
$15.8M +$15.8M +244,762 New
Fayez Sarofim & Co
125
Fayez Sarofim & Co
Texas
$15.7M -$447K -6,944 -3%
3 4
5
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