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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 %
ACP
1151
Aveo Capital Partners
Colorado
– -$223K -4,054 Closed
Wealth Enhancement Advisory Services
1152
Wealth Enhancement Advisory Services
Minnesota
– -$226K -4,050 Closed
DHFB
1153
Dixon Hubard Feinour & Brown
Virginia
– -$217K -3,949 Closed
IIA
1154
IPG Investment Advisors
California
– -$214K -3,895 Closed
TCM
1155
Tufton Capital Management
Maryland
– -$213K -3,883 Closed
GIP
1156
Greatmark Investment Partners
Georgia
– -$212K -3,865 Closed
AP
1157
Appleton Partners
Massachusetts
– -$208K -3,787 Closed
SI
1158
Sprott Inc
Ontario, Canada
– -$206K -3,750 Closed
GQG Partners
1159
GQG Partners
Florida
– -$205K -3,735 Closed
MA
1160
MKT Advisors
California
– -$202K -3,725 Closed
CA
1161
Cullinan Associates
Kentucky
– -$203K -3,700 Closed
BP
1162
Ballentine Partners
Massachusetts
– -$202K -3,688 Closed
FG
1163
Fiduciary Group
Georgia
– -$206K -3,686 Closed
SBWIC
1164
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$201K -3,665 Closed
AA
1165
Argent Advisors
Louisiana
– -$201K -3,663 Closed
YAL
1166
Your Advocates Ltd
Texas
– -$198K -3,607 Closed
CRWM
1167
Castle Rock Wealth Management
California
– -$201K -3,462 Closed
RFWA
1168
RPg Family Wealth Advisory
Massachusetts
– -$163K -2,960 Closed
FAG
1169
Fortitude Advisory Group
Washington
– -$135K -2,462 Closed
T
1170
TCWP
Ohio
– -$124K -2,264 Closed
GGI
1171
Godsey & Gibb Inc
Virginia
– -$29K -522 Closed
ADL
1172
Asset Dedication LLC
California
– -$27K -482 Closed
FFA
1173
Freedman Financial Associates
Massachusetts
– -$24K -425 Closed
HWMA
1174
Heritage Wealth Management (Arizona)
Arizona
– -$22K -409 Closed
WAM
1175
Worth Asset Management
Texas
– -$17K -300 Closed
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