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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 %
HIMC
201
Heritage Investors Management Corp
Maryland
$6.15M -$148K -2,444 -2%
EIA
202
Eastover Investment Advisors
North Carolina
$6.15M -$56.9K -942 -0.9%
CAM
203
Claret Asset Management
Quebec, Canada
$6.07M -$91.4K -1,514 -1%
JC
204
JBF Capital
Colorado
$6.04M – – –
SAM
205
Scopus Asset Management
New York
$6.04M +$6.04M +100,000 New
SS
206
Simplicity Solutions
Minnesota
$5.95M +$123K +2,029 +2%
BFG
207
Bleakley Financial Group
New Jersey
$5.95M +$123K +2,029 +2%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$5.81M +$1.15K +19 +0%
TI
209
tru Independence
Oregon
$5.71M -$255K -4,228 -4%
HWM
210
Hohimer Wealth Management
Washington
$5.71M -$222K -3,677 -4%
BMSSC
211
B. Metzler seel. Sohn & Co
Germany
$5.55M – – –
ClearBridge Investments
212
ClearBridge Investments
New York
$5.37M +$160K +2,651 +3%
PVM
213
Palogic Value Management
Texas
$5.26M -$449K -7,439 -8%
KeyBank National Association
214
KeyBank National Association
Ohio
$5.24M -$60.9K -1,009 -1%
KCM
215
Kempner Capital Management
Texas
$5.2M – – –
CCM
216
Cutler Capital Management
Massachusetts
$5.15M +$64.4K +1,066 +1%
ACIM
217
Azimuth Capital Investment Management
Michigan
$5.14M +$38.6K +639 +0.8%
NCM
218
Nelson Capital Management
California
$5.11M -$196K -3,243 -4%
TI
219
Trexquant Investment
Connecticut
$5.04M +$2.98M +49,337 +145%
HCP
220
Hiddenite Capital Partners
New York
$4.89M – – –
VFM
221
Viking Fund Management
North Dakota
$4.83M – – –
First Trust Advisors
222
First Trust Advisors
Illinois
$4.77M -$235K -3,894 -5%
SC
223
SouthState Corp
Florida
$4.73M -$207K -3,426 -4%
BWM
224
Bulltick Wealth Management
Florida
$4.73M +$15.7K +260 +0.3%
BBHC
225
Brown Brothers Harriman & Co
New York
$4.68M -$158K -2,610 -3%
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