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Shell
SHEL

Overview Fund Activity

10 hedge funds and large institutions have $8.31M invested in Shell in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
10
Holders Change
+5
Holders Change %
+100%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
1
Barrett Asset Management
New York
$4.21M
2
FIA
2
FNY Investment Advisers
New York
$1.53M
3
QIM
3
Quest Investment Management
Oregon
$868K
4
SIA
4
Schechter Investment Advisors
Michigan
$778K
5
KA
5
Kozak & Associates
Colorado
$569K

Top Sellers

1
GFPC
1
Global Financial Private Client
Florida
$0
2
HF
2
Halpern Financial
Virginia
$4.34K
3
RTL
3
Red Tortoise LLC
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
1
Barrett Asset Management
New York
$4.21M 96,935 +96,935 New
FIA
2
FNY Investment Advisers
New York
$1.53M 35,150 +35,150 New
QIM
3
Quest Investment Management
Oregon
$868K 20,000 +20,000 New
SIA
4
Schechter Investment Advisors
Michigan
$778K 17,919 +17,919 New
KA
5
Kozak & Associates
Colorado
$569K 11,001 +11,001 New
SWM
6
Silverlake Wealth Management
Vermont
$215K 4,955 +4,955 New
AIM
7
Anchor Investment Management
South Carolina
$53.8K 1,240 – –
PAM
8
Paradigm Asset Management
New York
$50.6K 1,168 +1,168 New
SWA
9
Sutton Wealth Advisors
Florida
$43.1K 994 – –
HF
10
Halpern Financial
Virginia
$4.34K 100 -236 -70%
GFPC
11
Global Financial Private Client
Florida
– – -1,200 Closed
RTL
12
Red Tortoise LLC
Georgia
– – -100 Closed