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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 %
CQS
326
Credential Qtrade Securities
$1.83M +$91.4K +1,747 +5%
SC
327
Stolper & Co
Oklahoma
$1.78M +$66.9K +1,279 +4%
V
328
Veritable
Delaware
$1.78M +$116K +2,224 +7%
AAM
329
Advisors Asset Management
Colorado
$1.78M +$150K +2,876 +9%
OWA
330
Octavia Wealth Advisors
Ohio
$1.77M -$15.2K -292 -0.9%
SI
331
Stephens Inc
Arkansas
$1.77M -$205K -3,928 -10%
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
$1.75M +$202K +3,863 +13%
ASN
333
Advisory Services Network
Georgia
$1.72M +$123K +2,347 +8%
EARNEST Partners
334
EARNEST Partners
Georgia
$1.71M +$1.71M +32,696 New
NW
335
Naviter Wealth
Arkansas
$1.68M +$1.68M +32,039 New
MA
336
MUFG Americas
New York
$1.66M -$37.1K -709 -2%
AWM
337
Altium Wealth Management
New York
$1.65M +$1.12M +21,475 +213%
FFM
338
Forum Financial Management
Illinois
$1.63M -$579K -11,071 -26%
S
339
SignatureFD
Georgia
$1.6M +$83.9K +1,604 +6%
AWM
340
Absher Wealth Management
North Carolina
$1.6M -$465K -8,889 -23%
VFA
341
Valeo Financial Advisors
Indiana
$1.6M +$257K +4,908 +19%
RWM
342
Ritholtz Wealth Management
New York
$1.59M +$1.59M +30,431 New
MCM
343
Mitchell Capital Management
Kansas
$1.58M +$186K +3,553 +13%
VA
344
Verdad Advisers
Massachusetts
$1.57M +$1.57M +30,000 New
FSA
345
Fort Sheridan Advisors
Illinois
$1.56M +$37.3K +714 +2%
SYBT
346
Stock Yards Bank & Trust
Kentucky
$1.55M +$1.55M +29,602 New
BC
347
Burney Company
Virginia
$1.54M +$426K +8,155 +38%
HCMT
348
Highland Capital Management (Tennessee)
Tennessee
$1.53M – – –
Manulife (Manufacturers Life Insurance)
349
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53M -$114K -2,186 -7%
SPIA
350
Steward Partners Investment Advisory
New York
$1.53M -$196K -3,756 -11%
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