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Shell

SHEL

Market cap $235B

1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New

Increased

Maintained

Reduced

Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,181 → 1,190 (+9)

0.42% more ownership

Funds ownership: 4.07% → 4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 34 → 26 (-8)

Holders

1,190

Holders Change

Holders Change %

+0.76%

% of All Funds

18.96%

Holding in Top 10

Holding in Top 10 Change

-8

Holding in Top 10 Change %

-23.53%

% of All Funds

0.41%

New

115

Increased

424

Reduced

393

Closed

Calls

$955M

Puts

$517M

Net Calls

+$438M

Net Calls Change

+$147M

Top Buyers

1	Eagle Capital Management (New York) New York	+$754M
2	Envestnet Asset Management Chicago, Illinois	+$173M
3	Point72 Asset Management Stamford, Connecticut	+$165M
4	Balyasny Asset Management Chicago, Illinois	+$143M
5	Bank of New York Mellon New York	+$121M

Top Sellers

1	Jane Street New York	-$151M
2	Wolverine Trading Chicago, Illinois	-$93.8M
3	Norges Bank Oslo, Norway	-$85.9M
4	Optiver Holding Amsterdam, Netherlands	-$63.1M
5	Invesco Atlanta, Georgia	-$60.8M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Dimensional Fund Advisors Austin, Texas	$1.32B	+$47.8M	+811,877	+4%
2	2 Fisher Asset Management Camas, Washington	$1.23B	+$18.9M	+321,679	+2%
3	3 Fidelity Investments Boston, Massachusetts	$1.22B	+$37.5M	+638,176	+3%
4	4 Eagle Capital Management (New York) New York	$737M	+$754M	+12,814,630	New
5	5 Norges Bank Oslo, Norway	$581M	-$85.9M	-1,459,561	-13%
6	6 Arrowstreet Capital Boston, Massachusetts	$532M	+$12.4M	+210,503	+2%
7	7 Morgan Stanley New York	$525M	-$22.6M	-383,791	-4%
8	8 Wellington Management Group Boston, Massachusetts	$462M	-$25.5M	-433,351	-5%
9	9 Bank of America Charlotte, North Carolina	$411M	+$22M	+373,720	+6%
10	10 BlackRock New York	$402M	+$27.5M	+466,949	+7%
11	OAG 11 Orbis Allan Gray Hamilton, Bermuda	$394M	-$3.46M	-58,811	-0.9%
12	12 Hotchkis & Wiley Capital Management Los Angeles, California	$394M	+$7.7M	+130,890	+2%
13	13 Franklin Resources San Mateo, California	$393M	+$35.1M	+596,813	+10%
14	14 T. Rowe Price Associates Baltimore, Maryland	$294M	+$13.9M	+236,690	+5%
15	PL 15 Perpetual Ltd Sydney, New South Wales, Australia	$289M	+$596M	+10,131,422	New
16	16 Goldman Sachs New York	$284M	-$10.3M	-175,254	-3%
17	17 Mawer Investment Management Calgary, Alberta, Canada	$263M	+$51.8M	+881,306	+24%
18	SI 18 Standard Investments New York	$230M	+$50M	+850,000	+27%
19	19 Royal Bank of Canada Toronto, Ontario, Canada	$217M	+$3.58M	+60,879	+2%
20	20 Lord, Abbett & Co Jersey City, New Jersey	$212M	+$16.1M	+274,202	+8%
21	21 Millennium Management New York	$209M	+$94.8M	+1,610,569	+80%
22	22 Amundi Paris, France	$200M	+$57M	+968,784	+41%
23	23 Point72 Asset Management Stamford, Connecticut	$192M	+$165M	+2,805,260	+532%
24	24 Bank of New York Mellon New York	$165M	+$121M	+2,061,596	+254%
25	HL 25 Harding Loevner Bridgewater, New Jersey	$164M	+$467K	+7,941	+0.3%