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Shell
SHEL

Overview Fund Activity

1,301 hedge funds and large institutions have $22.2B invested in Shell in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 397 increasing their positions, 518 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
+46
Holders Change %
+3.67%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.56%
New
157
Increased
397
Reduced
518
Closed
91
Calls
$760M
Puts
$573M
Net Calls
+$187M
Net Calls Change
-$103M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.77B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.18B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$157M
4
OAG
4
Orbis Allan Gray
Bermuda
$565M
5
CC
5
Covalis Capital
United Kingdom
$88.1M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$629M
2
PFCS
2
Pale Fire Capital SE
Czech Republic
$152M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$26.9M
5
Amundi
5
Amundi
France
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$15.8M -$28K -425 -0.2%
LCM
127
Logan Capital Management
Pennsylvania
$15.8M -$579K -8,795 -4%
KFC
128
Klingenstein Fields & Co
New York
$15.6M +$245K +3,720 +2%
SDIC
129
South Dakota Investment Council
South Dakota
$15.1M -$717K -10,900 -5%
ACG
130
Aventail Capital Group
New York
$14.9M +$14.9M +227,190 New
M&T Bank
131
M&T Bank
New York
$14.9M -$263K -3,990 -2%
BCM
132
Becker Capital Management
Oregon
$14.7M -$892K -13,556 -6%
AAIM
133
American Assets Investment Management
California
$14.5M – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$14.4M -$356K -5,408 -2%
EPAM
135
Euro Pacific Asset Management
Puerto Rico
$14.2M -$82.7K -1,249 -0.6%
ECM
136
Evergreen Capital Management
Washington
$13.7M +$124K +1,878 +0.9%
GG
137
Greenwood Gearhart
Arkansas
$13.7M -$309K -4,689 -2%
Fayez Sarofim & Co
138
Fayez Sarofim & Co
Texas
$13.7M -$1.9M -29,882 -12%
WJA
139
Willis Johnson & Associates
Texas
$13.3M +$671K +10,198 +5%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$13.3M +$804K +12,223 +6%
SSA
141
Schonfeld Strategic Advisors
New York
$13.2M -$21.7M -329,724 -62%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$13.1M +$961K +14,599 +8%
NAAA
143
New Age Alpha Advisors
New York
$13M +$13M +198,300 New
TAM
144
Tocqueville Asset Management
New York
$12.9M -$79K -1,200 -0.6%
VHAM
145
Van Hulzen Asset Management
California
$12.9M – – –
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$12.8M +$12.8M +194,012 New
BIC
147
Beach Investment Counsel
Pennsylvania
$12.5M -$891K -13,536 -7%
SC
148
Scotia Capital
Ontario, Canada
$12.4M +$131K +1,993 +1%
RAM
149
Ramirez Asset Management
New York
$12.3M -$680K -10,329 -5%
OAM
150
Oppenheimer Asset Management
New York
$12.3M -$221K -3,361 -2%
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