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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 %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$11.8M -$1.89M -29,328 -14%
Cerity Partners
152
Cerity Partners
New York
$11.8M +$2.36M +36,708 +25%
DADC
153
D.A. Davidson & Co
Montana
$11.7M -$236K -3,660 -2%
QCM
154
QRG Capital Management
Illinois
$11.5M +$11.5M +178,955 New
MNG
155
Manning & Napier Group
New York
$11M -$83.3K -1,294 -0.7%
ERSOT
156
Employees Retirement System of Texas
Texas
$10.9M -$72.6K -1,128 -0.7%
AIA
157
Allied Investment Advisors
Montana
$10.8M -$26.3K -409 -0.2%
SCP
158
Stamos Capital Partners
California
$10M -$854K -13,270 -8%
GT
159
Glenmede Trust
Pennsylvania
$9.72M +$1.46M +22,709 +18%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$9.67M -$27K -419 -0.3%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$9.57M -$67.1K -1,043 -0.7%
VOYA Investment Management
162
VOYA Investment Management
Georgia
$9.44M +$1.39M +21,633 +17%
SIA
163
Sit Investment Associates
Minnesota
$9.42M +$20K +310 +0.2%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$9.38M +$291K +4,527 +3%
Sumitomo Mitsui Trust Group
165
Sumitomo Mitsui Trust Group
Japan
$9.27M -$1.11M -17,203 -11%
JCM
166
Janney Capital Management
Pennsylvania
$9.09M +$14.9K +231 +0.2%
NAMA
167
Nikko Asset Management Americas
New York
$9.01M -$1.09M -16,939 -11%
IWA
168
IBEX Wealth Advisors
New Jersey
$8.79M +$8.79M +136,542 New
PA
169
Pinnacle Associates
New York
$8.62M -$290K -4,503 -3%
AAS
170
Avantax Advisory Services
Texas
$8.6M -$2.97M -46,057 -26%
SI
171
Stephens Inc
Arkansas
$8.43M +$750K +11,654 +10%
WC
172
Woodstock Corp
Massachusetts
$8.37M -$5.09K -79 -0.1%
TIM
173
Thornburg Investment Management
New Mexico
$8.35M +$53K +819 +0.6%
BFA
174
Bragg Financial Advisors
North Carolina
$8.35M +$128K +1,981 +2%
NRS
175
Neville Rodie & Shaw
New York
$8.25M – – –
5 6
7
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