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Shell
SHEL

Overview Fund Activity

980 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q1 according to their latest regulatory filings, with 971 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
+970
Holders Change %
+9,700%
% of All Funds
15.51%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
%
% of All Funds
0.32%
New
971
Increased
2
Reduced
2
Closed
1
Calls
$596M
Puts
$493M
Net Calls
+$103M
Net Calls Change
+$103M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.08B
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.01B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$678M
5
Norges Bank
Norges Bank
Norway
$668M

Top Sellers

1
FIA
FNY Investment Advisers
New York
$0
2
SWA
Sutton Wealth Advisors
Florida
$46.1K
3
SWM
Silverlake Wealth Management
Vermont
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
951
Sageworth Trust Company of South Dakota
South Dakota
$7K +$7K +125 New
VNA
952
Valley National Advisers
Pennsylvania
$7K +$7K +130 New
QC
953
Quent Capital
New York
$6K +$6K +108 New
CPA
954
Cowen Prime Advisors
New York
$6K +$6K +112 New
SPWG
955
Sage Private Wealth Group
Illinois
$6K +$6K +112 New
NIC
956
Northwest Investment Counselors
Oregon
$6K +$6K +117 New
HF
957
Halpern Financial
Virginia
$5.49K – – –
CWC
958
Carolinas Wealth Consulting
North Carolina
$5K +$5K +89 New
BCM
959
Blume Capital Management
California
$5K +$5K +100 New
MAM
960
McCarthy Asset Management
California
$5K +$5K +100 New
BHWM
961
Beaird Harris Wealth Management
Texas
$5K +$5K +100 New
CIAS
962
CFS Investment Advisory Services
New Jersey
$5K +$5K +269,157 New
NL
963
NVWM LLC
Pennsylvania
$4K +$4K +72 New
MFT
964
Moisand Fitzgerald Tamayo
Florida
$4K +$4K +75 New
CFFP
965
Center for Financial Planning
Michigan
$4K +$4K +80 New
RIM
966
Rockbridge Investment Management
New York
$3.46K +$3.46K +62 New
GIA
967
Goodwin Investment Advisory
Georgia
$3K +$3K +50 New
MWM
968
Mascoma Wealth Management
New Hampshire
$3K +$3K +54 New
WAS
969
Winch Advisory Services
Wisconsin
$3K +$3K +63 New
GC
970
Gould Capital
Washington
$2K +$2K +30 New
FEG
971
Financial Enhancement Group
Indiana
$2K +$2K +35 New
AIP
972
Ameritas Investment Partners
Nebraska
$2K +$2K +44 New
LAS
973
Lloyd Advisory Services
Georgia
$1K +$1K +14 New
FA
974
Fortis Advisors
Pennsylvania
$1K +$1K +24 New
TCWA
975
Ten Capital Wealth Advisors
Washington
$1K +$1K +25 New
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