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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
1
Orbis Allan Gray
Bermuda
$478M
2
Morgan Stanley
2
Morgan Stanley
New York
$488M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$155M
4
BlackRock
4
BlackRock
New York
$296M
5
Millennium Management
5
Millennium Management
New York
$174M

Top Sellers

1
Citigroup
1
Citigroup
New York
$11M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$1.05M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$162M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$41.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$374M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSI
1126
Scott & Selber Inc
Texas
– -$1.12M -20,347 Closed
HA
1127
Herold Advisors
New York
– -$1.1M -20,057 Closed
CIBC Asset Management
1128
CIBC Asset Management
Ontario, Canada
– -$932K -16,973 Closed
FAIM
1129
Financial Advocates Investment Management
Washington
– -$855K -15,560 Closed
FWP
1130
Falcon Wealth Planning
California
– -$717K -13,048 Closed
CG
1131
Cutler Group
California
– -$629K -11,458 Closed
SIC
1132
Samalin Investment Counsel
New York
– -$619K -11,267 Closed
ER
1133
Enlightenment Research
Florida
– -$560K -10,200 Closed
Acadian Asset Management
1134
Acadian Asset Management
Massachusetts
– -$443K -8,058 Closed
PCM
1135
Prelude Capital Management
New York
– -$426K -7,747 Closed
LB
1136
Leo Brokerage
Texas
– -$422K -7,685 Closed
NWM
1137
Northcape Wealth Management
New York
– -$298K -5,430 Closed
IFO
1138
Independent Family Office
New York
– -$278K -5,060 Closed
EIP
1139
Easterly Investment Partners
Massachusetts
– -$275K -5,000 Closed
OPWM
1140
Oxinas Partners Wealth Management
Indiana
– -$273K -4,964 Closed
1WM
1141
1900 Wealth Management
Texas
– -$265K -4,826 Closed
D.E. Shaw & Co
1142
D.E. Shaw & Co
New York
– -$259K -4,723 Closed
FWM
1143
Frontier Wealth Management
Missouri
– -$253K -4,518 Closed
Bank of Nova Scotia
1144
Bank of Nova Scotia
Ontario, Canada
– -$240K -4,374 Closed
PPW
1145
Pinnacle Private Wealth
Massachusetts
– -$239K -4,349 Closed
HHGA
1146
Halbert Hargrove Global Advisors
California
– -$233K -4,241 Closed
HIC
1147
Holderness Investments Company
North Carolina
– -$228K -4,155 Closed
GA
1148
Geller Advisors
New York
– -$226K -4,114 Closed
XF
1149
XML Financial
Maryland
– -$225K -4,099 Closed
IFWM
1150
Institute for Wealth Management
Colorado
– -$225K -4,096 Closed
44 45
46
47 48