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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 %
PMFA
1026
Plante Moran Financial Advisors
Michigan
$17K -$14.3K -271 -46%
Nisa Investment Advisors
1027
Nisa Investment Advisors
Missouri
$17K -$520 -10 -3%
AP
1028
Atwood & Palmer
Missouri
$17K – – –
UIA
1029
Ulland Investment Advisors
Minnesota
$16K – – –
ACM
1030
Antonetti Capital Management
Florida
$16K – – –
AWM
1031
AllSquare Wealth Management
New York
$16K – – –
HC
1032
Hoese & Co
Minnesota
$16K – – –
RCM
1033
Raleigh Capital Management
North Carolina
$16K +$16K +310 New
MFC
1034
Mechanics Financial Corp
Ohio
$16K +$16K +311 New
KFS
1035
Kelly Financial Services
Massachusetts
$15.8K +$105 +2 +0.7%
SC
1036
Stephens Consulting
Michigan
$15.7K – – –
FSWA
1037
Financial Synergies Wealth Advisors
Texas
$15.7K +$15.7K +300 New
JFGIW
1038
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
STCOSD
1039
Sageworth Trust Company of South Dakota
South Dakota
$15K +$8.3K +155 +124%
AWM
1040
Atticus Wealth Management
Florida
$14K – – –
CB
1041
Community Bank
New York
$14K – – –
LS
1042
Leelyn Smith
Illinois
$14K +$13.6K +264 +3,300%
HF
1043
Halpern Financial
Virginia
$13.5K +$8.26K +158 +158%
TAIM
1044
TD Ameritrade Investment Management
Nebraska
$13K -$25.2K -491 -66%
EIP
1045
Ellis Investment Partners
Pennsylvania
$13K – – –
HFM
1046
Hartford Financial Management
Connecticut
$13K – – –
PPWM
1047
PFG Private Wealth Management
Florida
$13K – – –
BONH
1048
Bank of New Hampshire
New Hampshire
$13K +$13K +240 New
CI
1049
CX Institutional
Indiana
$13K +$13K +250 New
ECG
1050
Edge Capital Group
Georgia
$12K -$3.1M -108,011 -100%
40 41
42
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