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RDS.B

Royal Dutch Shell PLC ADS Class B

Delisted

RDS.B was delisted on the 28th of January, 2022.

538 hedge funds and large institutions have $5.39B invested in Royal Dutch Shell PLC ADS Class B in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 177 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $4.7B → $5.39B (+$690M)

4% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 55

1% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 177

9% less call options, than puts

Call options by funds: $128M | Put options by funds: $140M

1% less funds holding

Funds holding: 544538 (-6)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
538
Holders Change
-6
Holders Change %
-1.1%
% of All Funds
9.45%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
57
Increased
175
Reduced
177
Closed
55
Calls
$128M
Puts
$140M
Net Calls
-$12.5M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
501
Meridian Wealth Partners
Pennsylvania
$5K +$5.46K +143 New
BDWM
502
Brewin Dolphin Wealth Management
Ireland
$4.75K
BCM
503
Blume Capital Management
California
$4K
MAM
504
McCarthy Asset Management
California
$4K
SL
505
Savior LLC
Massachusetts
$4K
TJHA
506
Thomas J. Herzfeld Advisors
Florida
$4K
AWC
507
Abundance Wealth Counselors
Pennsylvania
$4K +$3.82K +100 New
BAM
508
Bellevue Asset Management
Washington
$4K +$3.82K +100 New
CIA
509
Cascade Investment Advisors
Oregon
$3.68K
CAL
510
Capital Analysts LLC
Pennsylvania
$3K
CWA
511
Clearview Wealth Advisors
Oregon
$3K
ATC
512
Adirondack Trust Company
New York
$2K
BCM
513
Bourgeon Capital Management
Connecticut
$2K
CCM
514
Covington Capital Management
California
$2K
CFD
515
Creative Financial Designs
Indiana
$2K
EWM
516
Endurance Wealth Management
Rhode Island
$2K
FCA
517
FinTrust Capital Advisors
South Carolina
$2K
GIA
518
Goodwin Investment Advisory
Georgia
$2K
HS
519
Horan Securities
United States
$2K
LAS
520
Lloyd Advisory Services
Georgia
$2K
MA
521
MCF Advisors
Kentucky
$2K
TCM
522
Tradewinds Capital Management
Washington
$2K
AWM
523
Avior Wealth Management
Nebraska
$2K +$38 +1 +1%
MWM
524
Mascoma Wealth Management
New Hampshire
$2K +$2.06K +54 New
SWA
525
Sutton Wealth Advisors
Florida
$1.58K

RDS.B Hedge Fund Activity: Q1 2021 in Review

538 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Royal Dutch Shell PLC ADS Class B (RDS.B) for Q1 2021, worth a combined $5.39B — up 15% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RDS.B positions and 55 closed out — a net gain of 2 holders — while 175 added to existing stakes and 177 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.9M. The largest seller was Fidelity Investments, cutting an estimated $57.6M.

  • 538 institutional investors held Royal Dutch Shell PLC ADS Class B (RDS.B) as of Q1 2021, down from 544 in Q4 2020.
  • Funds reported $5.39B of Royal Dutch Shell PLC ADS Class B stock for Q1 2021, up 15% quarter-over-quarter.
  • 57 funds opened new Royal Dutch Shell PLC ADS Class B positions in Q1 2021 and 55 closed out, a net change of +2 holders.
  • The largest Royal Dutch Shell PLC ADS Class B buyer in Q1 2021 was Morgan Stanley, an estimated $90.9M added.
  • The largest Royal Dutch Shell PLC ADS Class B seller in Q1 2021 was Fidelity Investments, an estimated $57.6M sold.

Based on aggregated 13F filings for Q1 2021.