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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 %
HWM
1101
HighMark Wealth Management
Minnesota
$2K +$2K +39 New
ANBT
1102
American National Bank & Trust
Texas
$2K +$2K +47 New
QPBE
1103
Quintet Private Bank (Europe)
Luxembourg
$1.92K +$1.92K +32 New
HT
1104
HighTower Trust
Texas
$1.08K +$111 +2,290 +12%
MCC
1105
Money Concepts Capital
Florida
$1K -$103K -2,870 -99%
RG
1106
Retirement Group
California
$1K -$9.37K -178 -90%
FA
1107
Fortis Advisors
Pennsylvania
$1K – – –
TCWA
1108
Ten Capital Wealth Advisors
Washington
$1K – – –
C
1109
Covestor
United Kingdom
$1K +$1K +10 New
BRWM
1110
B. Riley Wealth Management
Tennessee
$623 +$250 +4,783 +67%
IAIM
1111
International Assets Investment Management
Florida
$522 -$17 -331 -3%
BIM
1112
Baldwin Investment Management
Pennsylvania
$385 +$105 +2,000 +37%
AWA
1113
Artemis Wealth Advisors
New York
$366 +$366 +7 New
1832 Asset Management
1114
1832 Asset Management
Ontario, Canada
– -$15.7M -289,700 Closed
Capital World Investors
1115
Capital World Investors
California
– -$8.33M -151,581 Closed
SFM
1116
Soros Fund Management
New York
– -$5.49M -100,000 Closed
WMSA
1117
Weiss Multi-Strategy Advisers
New York
– -$5.33M -97,105 Closed
YCM
1118
Yaupon Capital Management
New York
– -$2.43M -44,297 Closed
RBA
1119
Richard Bernstein Advisors
New York
– -$2.23M -40,504 Closed
AWA
1120
Aaron Wealth Advisors
Illinois
– -$650K -35,704 Closed
CC
1121
Carlson Capital
Texas
– -$1.92M -35,000 Closed
ANRF
1122
Adams Natural Resources Fund
Maryland
– -$1.57M -28,600 Closed
ZDA
1123
Zweig-DiMenna Associates
New York
– -$1.54M -28,000 Closed
HCM
1124
Hollencrest Capital Management
California
– -$1.29M -23,433 Closed
SEC
1125
Seven Eight Capital
New York
– -$1.24M -22,633 Closed
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