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

Top Sellers

1
PL
Perpetual Ltd
Australia
$985K
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Norges Bank
Norges Bank
Norway
$73.9M
4
MIM
Merewether Investment Management
Texas
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
1226
MB, Levis & Associates
Pennsylvania
$6.44K – – –
BCM
1227
Blume Capital Management
California
$6.44K – – –
CIA
1228
Cape Investment Advisory
Georgia
$6.44K – – –
DFA
1229
DHJJ Financial Advisors
Illinois
$5.8K +$5.8K +90 New
LFA
1230
LGT Financial Advisors
Texas
$5.34K +$5.34K +83 New
SR
1231
Syntax Research
Florida
$5.34K +$5.34K +83 New
QC
1232
Quent Capital
New York
$4.64K – – –
EAM
1233
Eukles Asset Management
Ohio
$4.51K – – –
PSB
1234
Piscataqua Savings Bank
New Hampshire
$4.25K – – –
BHWM
1235
Beaird Harris Wealth Management
Texas
$4.06K +$3.48K +54 +600%
BAM
1236
Byrne Asset Management
New Jersey
$4K – – –
WAS
1237
Winch Advisory Services
Wisconsin
$4K +$61 +1 +2%
BIA
1238
Bell Investment Advisors
California
$3.93K – – –
FGAM
1239
Financial Gravity Asset Management
Texas
$3.84K -$132 -2 -3%
AWM
1240
Abound Wealth Management
Tennessee
$3.61K – – –
BCM
1241
Bourgeon Capital Management
Connecticut
$3.54K -$44.7K -695 -93%
MWM
1242
Mascoma Wealth Management
New Hampshire
$3.48K – – –
ANBT
1243
American National Bank & Trust
Texas
$3.35K – – –
CTB
1244
Country Trust Bank
Illinois
$3.22K – – –
SFG
1245
Steward Financial Group
Texas
$3K +$3K +62 New
AIP
1246
Ameritas Investment Partners
Nebraska
$2.86K – – –
TCM
1247
Tradewinds Capital Management
Washington
$2.77K – – –
QPBE
1248
Quintet Private Bank (Europe)
Luxembourg
$2.06K – – –
PCTC
1249
Perkins Coie Trust Company
Washington
$1.8K +$1.8K +28 New
MTIC
1250
Missouri Trust & Investment Company
Missouri
$1.74K – – –
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50
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