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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 %
CCM
151
Callodine Capital Management
Massachusetts
$12.2M +$5.59M +85,000 +85%
FNBT
152
FineMark National Bank & Trust
Florida
$12.1M -$73.6K -1,119 -0.6%
QCM
153
QRG Capital Management
Illinois
$12M +$243K +3,689 +2%
DADC
154
D.A. Davidson & Co
Montana
$11.9M -$114K -1,732 -1%
CCB
155
Country Club Bank
Missouri
$11.8M -$132K -2,012 -1%
PI
156
Putnam Investments
Massachusetts
$11.7M +$7.51M +114,100 +177%
CK
157
Cohen Klingenstein
New York
$11.7M -$1.26M -19,160 -10%
CGH
158
Crossmark Global Holdings
Texas
$11.7M -$96.3K -1,463 -0.8%
SCP
159
Stamos Capital Partners
California
$11.4M +$1.17M +17,810 +11%
ICM
160
Invenomic Capital Management
Massachusetts
$11.4M -$4.73M -71,870 -29%
MNG
161
Manning & Napier Group
New York
$11.1M -$147K -2,235 -1%
AIA
162
Allied Investment Advisors
Montana
$11M -$44.6K -678 -0.4%
GT
163
Glenmede Trust
Pennsylvania
$10.8M +$841K +12,783 +8%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$10.7M +$943K +14,326 +10%
SI
165
Stephens Inc
Arkansas
$10.3M +$1.64M +24,883 +19%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$10.1M +$3.35M +50,793 +50%
SIA
167
Sit Investment Associates
Minnesota
$9.6M -$30.9K -470 -0.3%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$9.52M -$62.6K -952 -0.7%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$9.42M -$466K -7,079 -5%
Sumitomo Mitsui Trust Group
170
Sumitomo Mitsui Trust Group
Japan
$9.1M -$373K -5,664 -4%
JCM
171
Janney Capital Management
Pennsylvania
$8.97M -$323K -4,915 -3%
EHC
172
Everett Harris & Co
California
$8.94M +$925K +14,060 +12%
EIA
173
Edgemoor Investment Advisors
Maryland
$8.91M +$669K +10,172 +8%
CCP
174
Crocodile Capital Partners
Germany
$8.9M -$6.58M -100,000 -42%
NAMA
175
Nikko Asset Management Americas
New York
$8.84M -$370K -5,621 -4%
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