SHEL icon

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 %
RSVP
1276
Ramsay Stattman Vela & Price
Colorado
– -$523K -8,660 Closed
GS
1277
GTS Securities
New York
– -$465K -7,707 Closed
OWA
1278
One Wealth Advisors
California
– -$420K -6,954 Closed
TSS
1279
Two Sigma Securities
New York
– -$414K -6,850 Closed
SI
1280
Saxon Interests
Texas
– -$384K -6,365 Closed
BWM
1281
Buckley Wealth Management
Nevada
– -$384K -6,358 Closed
CWM
1282
Cordatus Wealth Management
Pennsylvania
– -$371K -6,148 Closed
FBC
1283
Fairfield, Bush & Co
Connecticut
– -$367K -6,076 Closed
ARMT
1284
Amica Retiree Medical Trust
Rhode Island
– -$362K -5,994 Closed
Vontobel Holding
1285
Vontobel Holding
Switzerland
– -$351K -5,810 Closed
PAM
1286
Private Asset Management
California
– -$341K -5,650 Closed
CIAS
1287
CFS Investment Advisory Services
New Jersey
– -$298K -4,929 Closed
MHC
1288
Meyer Handelman Company
New York
– -$284K -4,700 Closed
IIC
1289
Integrated Investment Consultants
Michigan
– -$284K -4,696 Closed
TWP
1290
Tempus Wealth Planning
California
– -$259K -4,282 Closed
AFM
1291
Armstrong Fleming & Moore
District of Columbia
– -$240K -3,969 Closed
SIA
1292
Soltis Investment Advisors
Utah
– -$231K -3,834 Closed
NCM
1293
Noesis Capital Mangement
Florida
– -$227K -3,755 Closed
CHAM
1294
Clear Harbor Asset Management
Connecticut
– -$218K -3,618 Closed
CWP
1295
CFM Wealth Partners
Texas
– -$211K -3,498 Closed
CS
1296
Comerica Securities
Michigan
– -$204K -3,377 Closed
MFG
1297
Merit Financial Group
Georgia
– -$203K -3,355 Closed
GFG
1298
Goldstone Financial Group
Illinois
– -$202K -3,345 Closed
DWM
1299
Dorchester Wealth Management
Quebec, Canada
– -$201K -3,325 Closed
TRCT
1300
Tower Research Capital (TRC)
New York
– -$198K -3,285 Closed
49 50 51
52
53