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Shell
SHEL

Overview Fund Activity

1,331 hedge funds and large institutions have $22.6B invested in Shell in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+30
Holders Change %
+2.31%
% of All Funds
19.3%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.38%
New
120
Increased
496
Reduced
457
Closed
73
Calls
$706M
Puts
$373M
Net Calls
+$333M
Net Calls Change
+$146M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.2B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$284M
3
Holocene Advisors
3
Holocene Advisors
New York
$239M
4
OAG
4
Orbis Allan Gray
Bermuda
$692M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$99.4M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$108M
2
Morgan Stanley
2
Morgan Stanley
New York
$670M
3
HL
3
Harding Loevner
New Jersey
$22.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$45.1M
5
CC
5
Covalis Capital
United Kingdom
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
Stansberry Asset Management
Texas
$22.6M +$2.21M +32,908 +11%
CFIA
102
Cantor Fitzgerald Investment Advisors
New York
$22.5M -$525K -7,837 -2%
WIC
103
Willis Investment Counsel
Georgia
$22.5M +$77.8K +1,160 +0.3%
GAM
104
Groupama Asset Management
France
$22.2M +$22.2M +670,647 New
Mariner
105
Mariner
Kansas
$22.1M -$681K -10,153 -3%
Cerity Partners
106
Cerity Partners
New York
$21.8M +$3.19M +47,575 +17%
GC
107
Guardian Capital
Ontario, Canada
$20.8M -$93.8K -1,399 -0.4%
TNB
108
Thomasville National Bank
Georgia
$20.7M +$928K +13,838 +5%
Two Sigma Advisers
109
Two Sigma Advisers
New York
$20.6M +$1.91M +28,500 +10%
HPG
110
Harvest Portfolios Group
Ontario, Canada
$20.4M +$2.65M +39,470 +15%
SEI Investments
111
SEI Investments
Pennsylvania
$20M +$937K +13,979 +5%
Truist Financial
112
Truist Financial
North Carolina
$20M -$478K -7,125 -2%
WCM
113
Wedge Capital Management
North Carolina
$19.5M +$1.95M +29,075 +11%
Citigroup
114
Citigroup
New York
$19.2M -$9.35M -139,519 -33%
ACA
115
Anchor Capital Advisors
Massachusetts
$19M -$2.28M -33,989 -11%
LCM
116
Logan Capital Management
Pennsylvania
$18M +$1.91M +28,442 +12%
FWIA
117
Fort Washington Investment Advisors
Ohio
$17.7M +$3.15K +47 +0%
Creative Planning
118
Creative Planning
Kansas
$17.6M +$1.21M +18,086 +7%
SSA
119
Schonfeld Strategic Advisors
New York
$17.3M +$3.87M +57,688 +29%
GD
120
Grandfield & Dodd
New York
$17.1M -$76.9K -1,147 -0.4%
NEI
121
Northwest & Ethical Investments
Ontario, Canada
$16.8M +$468K +6,975 +3%
GL
122
Gemsstock Ltd
United Kingdom
$16.8M +$67K +1,000 +0.4%
1832 Asset Management
123
1832 Asset Management
Ontario, Canada
$16.7M -$1.96M -29,251 -11%
DC
124
Davenport & Co
Virginia
$16M -$103K -1,530 -0.6%
KFC
125
Klingenstein Fields & Co
New York
$15.9M +$20.6K +307 +0.1%
3 4
5
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