Question 1

Which hedge funds and institutional investors hold SHEL?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SHEL shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SHEL whale holdings?

Accepted Answer

Conviction level reflects how significant SHEL is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SHEL, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SHEL?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SHEL?

Accepted Answer

QoQ changes for SHEL show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Fisher Investments	27.5M	$2.6B	0.9%	$294.9B
Arrowstreet	7.2M	$669.3M	0.4%	$184.8B
Mawer	7.1M	$662.2M	4.3%	$15.4B
Hotchkis & Wiley	6.1M	$571.6M	1.8%	$32.4B
Jennison	3.4M	$320.3M	0.2%	$145.4B
Pzena	3.1M	$284.4M	0.9%	$30.8B
Harding Loevner	2.9M	$266.4M	2.7%	$9.7B
Citadel	2.6M	$243.0M	0.0%	$618.5B
DE Shaw	2.4M	$224.6M	0.1%	$166.3B
Brandes	2.4M	$224.3M	1.6%	$14.1B
American Century	1.9M	$180.9M	0.1%	$194.3B
Mondrian	1.6M	$149.8M	2.2%	$6.7B
Citadel	928.5K	$86.4M	0.0%	$618.5B
Capital Research	739.5K	$68.8M	0.0%	$644.6B
DFA	595.6K	$55.4M	0.0%	$481.4B
Adage Capital	480.0K	$44.6M	0.1%	$64.8B
Gabelli	404.2K	$37.6M	0.3%	$14.8B
Millennium	345.1K	$32.1M	0.0%	$240.3B
Bridgewater	312.2K	$29.0M	0.1%	$22.4B
Two Sigma	295.7K	$27.5M	0.0%	$123.9B
Tudor	215.5K	$20.0M	0.0%	$53.9B
Tudor	204.0K	$19.0M	0.0%	$53.9B
DE Shaw	203.3K	$18.9M	0.0%	$166.3B
Franklin Templeton	196.9K	$18.3M	0.0%	$408.3B
Northern Trust	159.1K	$14.8M	0.0%	$756.6B
Tudor	142.6K	$13.3M	0.0%	$53.9B
Thornburg	113.9K	$10.6M	0.1%	$9.6B
Balyasny	96.4K	$9.0M	0.0%	$77.1B
Marshall Wace	89.5K	$8.3M	0.0%	$100.4B
GMO	86.7K	$8.1M	0.0%	$39.1B
ClearBridge	79.6K	$7.4M	0.0%	$114.9B
State Street	76.9K	$7.1M	0.0%	$2896.4B
Millennium	73.8K	$6.9M	0.0%	$240.3B
Millennium	70.0K	$6.5M	0.0%	$240.3B
Capital World	59.3K	$5.5M	0.0%	$732.9B
Dodge & Cox	55.0K	$5.1M	0.0%	$182.0B
Point72	48.4K	$4.5M	0.0%	$78.1B
Point72	46.3K	$4.3M	0.0%	$78.1B
Citadel	45.2K	$4.2M	0.0%	$618.5B
Wellington	45.0K	$4.2M	0.0%	$535.5B
Neuberger Berman (Eisman)	40.4K	$3.8M	0.0%	$131.4B
Segall Bryant	30.5K	$2.8M	0.0%	$7.0B
BlackRock	26.6K	$2.5M	—	$5723.5B
Schonfeld	25.6K	$2.4M	0.0%	$14.2B
Orbis	23.1K	$2.1M	0.0%	$23.7B
Balyasny	10.6K	$986K	0.0%	$77.1B
Invesco	9.8K	$915K	0.0%	$653.3B
Gotham Asset	7.7K	$713K	0.0%	$32.7B
Kayne Anderson	7.1K	$661K	0.0%	$34.0B
Two Sigma	6.0K	$558K	0.0%	$123.9B
AQR Capital	5.9K	$552K	0.0%	$218.4B
Two Sigma	4.0K	$372K	0.0%	$123.9B
Balyasny	3.5K	$328K	0.0%	$77.1B
Cascade (Gates)	3.0K	$279K	0.2%	$168.9M
Fidelity (FMR)	1.3K	$123K	—	$1898.4B
First Eagle	812	$76K	0.0%	$59.0B
LSV	16.5K	$2K	0.0%	$46.4M
Acadian	7.5K	$697	0.0%	$70.5M

SHEL

Who Holds SHEL