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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.

Holders
1,301
Holders Change
+46
Holders Change %
+3.67%
% of All Funds
19.08%
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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.77B 42,133,982 +13,046,279 +45%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.5B 22,823,227 +429,528 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.49B 22,611,835 -462,264 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.18B 17,870,412 +8,514,221 +91%
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$1.08B 16,489,024 -484,336 -3%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$629M 9,559,488 -7,259,525 -43%
Bank of America
7
Bank of America
North Carolina
$598M 9,086,744 -178,889 -2%
BlackRock
8
BlackRock
New York
$588M 8,930,000 -121,570 -1%
OAG
9
Orbis Allan Gray
Bermuda
$565M 8,583,891 +1,756,354 +26%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$557M 8,459,851 -283,027 -3%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$419M 6,364,488 -598,345 -9%
Franklin Resources
12
Franklin Resources
California
$406M 6,173,651 +143,910 +2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$391M 5,942,342 +646,592 +12%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$350M 5,325,276 +885,069 +20%
SI
15
Standard Investments
New York
$319M 4,850,000 – –
Goldman Sachs
16
Goldman Sachs
New York
$284M 4,308,768 -231,494 -5%
Millennium Management
17
Millennium Management
New York
$279M 4,245,215 +315,378 +8%
Pzena Investment Management
18
Pzena Investment Management
New York
$256M 3,898,091 -41,648 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$244M 3,707,968 -108,718 -3%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$228M 3,463,945 +132,191 +4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$214M 3,253,861 +136,345 +4%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$197M 2,995,303 +613,091 +26%
Northern Trust
23
Northern Trust
Illinois
$177M 2,694,566 -31,247 -1%
HL
24
Harding Loevner
New Jersey
$173M 2,677,943 -42,206 -2%
Wells Fargo
25
Wells Fargo
California
$168M 2,559,713 -111,557 -4%
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