SHEL icon

Shell
SHEL

Overview Fund Activity

1,183 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 422 increasing their positions, 392 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
18.93%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.42%
New
113
Increased
422
Reduced
392
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$737M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$192M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$140M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$165M
5
Millennium Management
Millennium Management
New York
$209M

Top Sellers

1
Jane Street
Jane Street
New York
$21.4M
2
Wolverine Trading
Wolverine Trading
Illinois
$1.79M
3
Norges Bank
Norges Bank
Norway
$581M
4
Optiver Holding
Optiver Holding
Netherlands
$0
5
Invesco
Invesco
Georgia
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$13.2M +$148K +2,575 +1%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$13.1M -$1.17M -20,268 -8%
EPAM
128
Euro Pacific Asset Management
Puerto Rico
$12.7M +$8.5M +147,475 +201%
AAIM
129
American Assets Investment Management
California
$12.7M – – –
TWI
130
Thomas White International
Illinois
$12.6M +$1.79M +31,091 +17%
NEI
131
Northwest & Ethical Investments
Ontario, Canada
$12.4M +$1.77M +30,720 +17%
First Eagle Investment Management
132
First Eagle Investment Management
New York
$12.3M +$1.54M +26,810 +14%
SFI
133
Susquehanna Fundamental Investments
Pennsylvania
$11.9M -$3.98M -69,145 -25%
VHAM
134
Van Hulzen Asset Management
California
$11.8M – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$1.11M +19,225 +10%
TAM
136
Tocqueville Asset Management
New York
$11.6M -$215K -3,735 -2%
CCB
137
Country Club Bank
Missouri
$11.5M -$1.85M -31,910 -14%
CK
138
Cohen Klingenstein
New York
$11.4M – – –
FNBT
139
FineMark National Bank & Trust
Florida
$11M +$257K +4,471 +2%
WJA
140
Willis Johnson & Associates
Texas
$11M +$1.98M +34,429 +22%
AAS
141
Avantax Advisory Services
Texas
$10.9M -$34.6K -601 -0.3%
SC
142
Scotia Capital
Ontario, Canada
$10.8M +$83.6K +1,452 +0.8%
OAM
143
Oppenheimer Asset Management
New York
$10.6M -$1.45M -25,114 -12%
CGH
144
Crossmark Global Holdings
Texas
$10.4M +$75.4K +1,310 +0.7%
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$10.3M +$4.04M +70,283 +65%
DADC
146
D.A. Davidson & Co
Montana
$10.2M +$499K +8,657 +5%
ERSOT
147
Employees Retirement System of Texas
Texas
$9.75M -$3.56M -61,915 -27%
NAMA
148
Nikko Asset Management Americas
New York
$9.72M -$357K -5,933 -4%
AIA
149
Allied Investment Advisors
Montana
$9.66M -$83.9K -1,458 -0.9%
Sumitomo Mitsui Trust Group
150
Sumitomo Mitsui Trust Group
Japan
$9.54M -$340K -5,911 -3%
4 5
6
7 8