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
1
Fidelity Investments
Massachusetts
$1.87B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.08B
3
Bank of America
3
Bank of America
North Carolina
$597M
4
BlackRock
4
BlackRock
New York
$583M
5
Invesco
5
Invesco
Georgia
$114M

Top Sellers

1
PL
1
Perpetual Ltd
Australia
$985K
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Norges Bank
3
Norges Bank
Norway
$73.9M
4
MIM
4
Merewether Investment Management
Texas
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$15.5M -$924K -14,348 -6%
SDIC
127
South Dakota Investment Council
South Dakota
$15.5M -$1.37M -21,289 -8%
DKCM
128
Davidson Kempner Capital Management
New York
$15.3M -$41.4M -642,527 -73%
BCM
129
Becker Capital Management
Oregon
$15.2M +$32.5K +505 +0.2%
CCP
130
Crocodile Capital Partners
Germany
$15.1M +$7M +108,700 +86%
KFC
131
Klingenstein Fields & Co
New York
$15M +$8.35M +129,725 +125%
M&T Bank
132
M&T Bank
New York
$14.9M +$245K +3,803 +2%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$738K +11,470 +5%
AAIM
134
American Assets Investment Management
California
$14.2M – – –
EPAM
135
Euro Pacific Asset Management
Puerto Rico
$13.9M -$257K -3,974 -2%
GG
136
Greenwood Gearhart
Arkansas
$13.7M +$427K +6,628 +3%
Marshall Wace
137
Marshall Wace
United Kingdom
$13.7M -$10.1M -157,415 -43%
ECM
138
Evergreen Capital Management
Washington
$13.3M -$2.66M -41,285 -17%
BIC
139
Beach Investment Counsel
Pennsylvania
$13.1M +$6.2M +96,328 +90%
TAM
140
Tocqueville Asset Management
New York
$12.7M +$56.4K +876 +0.4%
CK
141
Cohen Klingenstein
New York
$12.7M – – –
RAM
142
Ramirez Asset Management
New York
$12.7M +$12.7M +197,108 New
VHAM
143
Van Hulzen Asset Management
California
$12.6M -$644K -10,000 -5%
WJA
144
Willis Johnson & Associates
Texas
$12.4M -$429K -6,662 -3%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$12.2M +$2.83M +43,951 +30%
OAM
146
Oppenheimer Asset Management
New York
$12.2M +$1.6M +24,865 +15%
SC
147
Scotia Capital
Ontario, Canada
$12M -$190K -2,957 -2%
CCB
148
Country Club Bank
Missouri
$12M -$272K -4,125 -2%
FNBT
149
FineMark National Bank & Trust
Florida
$11.9M -$304K -4,728 -2%
CGH
150
Crossmark Global Holdings
Texas
$11.9M -$323K -4,862 -3%
4 5
6
7 8