SHEL icon

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 %
OIA
976
Optimum Investment Advisors
Illinois
$47K +$47K +900 New
FCA
977
FinTrust Capital Advisors
South Carolina
$46K +$25.6K +520 +125%
FPFS
978
First Personal Financial Services
North Carolina
$45K – – –
AWM
979
Accel Wealth Management
Iowa
$45K – – –
OCM
980
Orion Capital Management
California
$45K +$26.1K +500 +138%
SWA
981
Sutton Wealth Advisors
Florida
$43.9K – – –
HBW
982
Hazlett, Burt & Watson
West Virginia
$43K +$154 +3 +0.4%
HCM
983
Highlander Capital Management
New Jersey
$42K – – –
SWA
984
SOA Wealth Advisors
New York
$42K – – –
CA
985
Centerpoint Advisors
Massachusetts
$42K +$26.3K +500 +167%
SWM
986
Selective Wealth Management
Virginia
$40K – – –
BG
987
Bollard Group
Massachusetts
$40K +$39.6K +766 +10,943%
AWM
988
Avior Wealth Management
Nebraska
$39K -$310 -6 -0.8%
WA
989
Win Advisors
Florida
$37K +$13.2K +257 +56%
HWA
990
HHM Wealth Advisors
Tennessee
$36K +$20.4K +391 +130%
VRM
991
Vectors Research Management
New York
$35K +$2.62K +50 +8%
CWP
992
Concord Wealth Partners
Virginia
$35K +$35K +664 New
LFG
993
Larson Financial Group
Missouri
$34K – – –
CFO
994
CVA Family Office
Colorado
$34K – – –
FWM
995
Focused Wealth Management
New York
$34K +$264 +5 +0.8%
BLC
996
Brown, Lisle/Cummings
Rhode Island
$31.8K – – –
RE
997
RBC Europe
United Kingdom
$31K – – –
IFAM
998
Institutional & Family Asset Management
Colorado
$31K – – –
OSNBOA
999
Old Second National Bank of Aurora
Illinois
$31K – – –
TWA
1000
TCI Wealth Advisors
Arizona
$31K +$2.58K +50 +9%
38 39
40
41 42