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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 %
SGDR
201
SPX Gestao de Recursos
Brazil
$7.01M -$26M -394,630 -79%
BS
202
Banco Santander
Spain
$7.01M – – –
AAM
203
Augustine Asset Management
Florida
$6.93M +$124K +1,878 +2%
AWAG
204
ARS Wealth Advisors Group
Florida
$6.93M -$1.15M -17,494 -14%
RCM
205
Regency Capital Management
Hawaii
$6.9M -$745K -11,325 -10%
RG
206
Renaissance Group
Kentucky
$6.9M -$171K -2,603 -2%
AHC
207
Adell Harriman & Carpenter
Texas
$6.88M +$989K +15,032 +17%
USCWA
208
U.S. Capital Wealth Advisors
Texas
$6.81M -$276K -4,199 -4%
JC
209
JBF Capital
Colorado
$6.61M +$65.5K +1,000 +1%
MML Investors Services
210
MML Investors Services
Massachusetts
$6.52M +$132K +2,007 +2%
Charles Schwab
211
Charles Schwab
California
$6.49M +$1.76M +26,729 +37%
HIMC
212
Heritage Investors Management Corp
Maryland
$6.46M -$148K -2,243 -2%
TIM
213
Thornburg Investment Management
New Mexico
$6.43M -$2.04M -31,025 -24%
SS
214
Simplicity Solutions
Minnesota
$6.43M -$213K -3,236 -3%
CAM
215
Claret Asset Management
Quebec, Canada
$6.41M -$39.7K -604 -0.6%
NEAM
216
New England Asset Management
Connecticut
$6.2M -$609K -9,250 -9%
BFG
217
Bleakley Financial Group
New Jersey
$6.19M -$233K -3,545 -4%
HWM
218
Hohimer Wealth Management
Washington
$6.06M +$52.6K +800 +0.9%
ClearBridge Investments
219
ClearBridge Investments
New York
$5.89M -$124K -1,892 -2%
KeyBank National Association
220
KeyBank National Association
Ohio
$5.88M +$52.7K +801 +0.9%
Federated Hermes
221
Federated Hermes
Pennsylvania
$5.87M +$1.96M +29,851 +50%
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$5.69M -$149K -2,259 -3%
BMSSC
223
B. Metzler seel. Sohn & Co
Germany
$5.67M -$382K -5,801 -6%
KCM
224
Kempner Capital Management
Texas
$5.66M -$2.11K -32 -0%
HAI
225
Hennessy Advisors Inc
California
$5.62M +$5.62M +85,400 New
7 8
9
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