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Shell
SHEL

Overview Fund Activity

1,195 hedge funds and large institutions have $18.6B invested in Shell in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 414 increasing their positions, 418 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,195
Holders Change
+12
Holders Change %
+1.01%
% of All Funds
18.85%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.5%
New
94
Increased
414
Reduced
418
Closed
74
Calls
$793M
Puts
$500M
Net Calls
+$293M
Net Calls Change
-$146M

Top Buyers

1
PFCS
Pale Fire Capital SE
Czech Republic
$328M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$756M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$960M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.7M
5
Pzena Investment Management
Pzena Investment Management
New York
$234M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$163M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.9M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$100M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$63.6M
5
Holocene Advisors
Holocene Advisors
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
1251
Northwest Investment Counselors
Oregon
– -$86.3K -1,500 Closed
ONST
1252
Old North State Trust
North Carolina
– -$75K -1,302 Closed
TWA
1253
TCI Wealth Advisors
Arizona
– -$70K -1,216 Closed
AWM
1254
Accel Wealth Management
Iowa
– -$55.7K -968 Closed
TCWA
1255
Ten Capital Wealth Advisors
Washington
– -$42.4K -737 Closed
GCWM
1256
Graham Capital Wealth Management
District of Columbia
– -$353K -614 Closed
VWM
1257
Venturi Wealth Management
Texas
– -$32.3K -561 Closed
PCM
1258
Pointe Capital Management
Michigan
– -$32.2K -560 Closed
CB
1259
Community Bank
New York
– -$22.8K -396 Closed
ST
1260
Sageworth Trust
Pennsylvania
– -$18.2K -317 Closed
FCAS
1261
First Command Advisory Services
Texas
– -$11.5K -200 Closed
CM
1262
Cornerstone Management
Georgia
– -$11.5K -200 Closed
ETC
1263
Exchange Traded Concepts
Oklahoma
– -$7.6K -132 Closed
FCA
1264
Fortis Capital Advisors
Kansas
– -$5.41K -94 Closed
BLC
1265
Brown, Lisle/Cummings
Rhode Island
– -$4.32K -75 Closed
RI
1266
Ridgewood Investments
New Jersey
– -$3.28K -57 Closed
KM
1267
Kalos Management
Georgia
– -$2.82K -49 Closed
FA
1268
Fortis Advisors
Pennsylvania
– -$1.38K -24 Closed
MIM
1269
Macroview Investment Management
Maryland
– -$461 -8 Closed
BA
1270
Bellwether Advisors
Nebraska
– -$306 -5 Closed
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