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Shell
SHEL

Overview Fund Activity

1,118 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q2 according to their latest regulatory filings, with 224 funds opening new positions, 360 increasing their positions, 330 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+138
Holders Change %
+14.08%
% of All Funds
18.9%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.52%
New
224
Increased
360
Reduced
330
Closed
69
Calls
$507M
Puts
$328M
Net Calls
+$179M
Net Calls Change
+$76.3M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$478M
2
Morgan Stanley
Morgan Stanley
New York
$488M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$155M
4
BlackRock
BlackRock
New York
$296M
5
Millennium Management
Millennium Management
New York
$174M

Top Sellers

1
Citigroup
Citigroup
New York
$11M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$1.05M
3
Capital Research Global Investors
Capital Research Global Investors
California
$162M
4
Renaissance Technologies
Renaissance Technologies
New York
$41.9M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$374M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$3.76M -$659K -12,609 -15%
MAM
227
Madison Asset Management
Wisconsin
$3.74M -$319K -6,109 -8%
AW
228
ACG Wealth
Georgia
$3.69M +$78.3K +1,497 +2%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$3.65M -$98.6K -1,886 -3%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$3.62M +$255K +4,880 +8%
GAM
231
Griffin Asset Management
New York
$3.6M -$25.9K -496 -0.7%
EIA
232
Eastover Investment Advisors
North Carolina
$3.58M +$63.6K +1,216 +2%
VOYA Investment Management
233
VOYA Investment Management
Georgia
$3.55M +$3.55M +67,858 New
Dodge & Cox
234
Dodge & Cox
California
$3.52M -$232K -4,435 -6%
AI
235
Atria Investments
North Carolina
$3.5M -$111K -2,114 -3%
WAM
236
Weatherly Asset Management
California
$3.46M -$130K -2,482 -4%
KAS
237
Kestra Advisory Services
Texas
$3.44M +$703K +13,440 +26%
MML Investors Services
238
MML Investors Services
Massachusetts
$3.43M +$806K +15,419 +31%
GAG
239
GM Advisory Group
New York
$3.42M +$3.42M +65,390 New
BCI
240
Brinker Capital Investments
Pennsylvania
$3.38M -$144K -2,753 -4%
PI
241
Putnam Investments
Massachusetts
$3.36M – – –
FNBOO
242
First National Bank of Omaha
Nebraska
$3.31M -$112K -2,135 -3%
SIA
243
Sit Investment Associates
Minnesota
$3.25M +$2.21M +42,325 +214%
BCM
244
Beddow Capital Management
Wyoming
$3.23M +$37.9K +725 +1%
CAN
245
Cetera Advisor Networks
California
$3.21M +$154K +2,952 +5%
BCM
246
Brookmont Capital Management
Texas
$3.18M +$3.18M +60,796 New
NEAM
247
New England Asset Management
Connecticut
$3.16M +$7.58K +145 +0.2%
IC
248
Inscription Capital
Texas
$3.16M +$3.16M +60,386 New
RC
249
Reik & Co
New York
$3.14M +$175K +3,345 +6%
MHI
250
Miller Howard Investments
New York
$3.14M -$6.8M -130,000 -68%
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