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

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$163M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.9M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$100M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$63.6M
5
Holocene Advisors
5
Holocene Advisors
New York
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$13.7M -$203K -3,358 -1%
Truist Financial
127
Truist Financial
North Carolina
$13.5M -$414K -6,864 -3%
AAIM
128
American Assets Investment Management
California
$13.3M – – –
EPAM
129
Euro Pacific Asset Management
Puerto Rico
$13M -$87.9K -1,484 -0.7%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$12.9M -$1.93M -31,948 -13%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$507K +8,400 +4%
NEI
132
Northwest & Ethical Investments
Ontario, Canada
$12.7M -$363K -6,010 -3%
TWI
133
Thomas White International
Illinois
$12.5M -$720K -11,918 -5%
GG
134
Greenwood Gearhart
Arkansas
$12.5M -$4.18M -69,151 -25%
VHAM
135
Van Hulzen Asset Management
California
$12.4M – – –
SFI
136
Susquehanna Fundamental Investments
Pennsylvania
$12.3M -$163K -2,701 -1%
YCM
137
Yaupon Capital Management
New York
$12.1M -$8.22M -136,210 -40%
CSS
138
Cubist Systematic Strategies
Connecticut
$12.1M +$2.29M +37,887 +23%
WJA
139
Willis Johnson & Associates
Texas
$12M +$488K +8,076 +4%
CK
140
Cohen Klingenstein
New York
$11.9M – – –
TAM
141
Tocqueville Asset Management
New York
$11.9M -$226K -3,750 -2%
SC
142
Scotia Capital
Ontario, Canada
$11.5M +$177K +2,938 +2%
FNBT
143
FineMark National Bank & Trust
Florida
$11.4M -$160K -2,646 -1%
ECG
144
Edge Capital Group
Georgia
$11.3M -$4.83M -80,024 -30%
DADC
145
D.A. Davidson & Co
Montana
$11.2M +$536K +8,872 +5%
CGH
146
Crossmark Global Holdings
Texas
$11.2M +$153K +2,514 +1%
CCB
147
Country Club Bank
Missouri
$11.1M -$734K -12,262 -6%
Creative Planning
148
Creative Planning
Kansas
$11.1M +$3.06M +50,614 +38%
AAS
149
Avantax Advisory Services
Texas
$10.8M -$567K -9,385 -5%
SEI Investments
150
SEI Investments
Pennsylvania
$10.5M +$2.34M +38,673 +29%
4 5
6
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