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Shell: Institutional Holdings in Q1

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Institutional holdings in Shell

Now, we’ll discuss which institutions bought or sold Royal Dutch Shell (RDS.A) in the first quarter.

The US institutional holdings in Shell are ~10%. The level of the holdings suggests the sentiment that mature market participants have in the stock. Usually, higher institutional holdings show a favorable opinion about a stock.

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Changes in institutional holdings in Shell

In the first quarter, according to the latest filings, Franklin Advisers, Fisher Investments, and Boston Partners increased their holdings in Shell. However, Fidelity Management and Research Company reduced its holdings in Shell stock in the first quarter. These four institutions are the highest holders of Shell stock.

Five of the next six top holders reduced their holdings in Shell stock in the first quarter. The holders include Thornburg Investment Management, Invesco Advisers, Wellington Management Company, Hotchkis and Wiley Capital Management, and Morgan Stanley Smith Barney. Thornburg sold the largest number of Shell stock in the first quarter. Overall, six of the ten top institutional holders in Shell lowered their holdings in the stock in the first quarter.

If we consider the data over the past six months for Shell shares, then Amundi Pioneer Asset Management is the top buyer, while Morgan Stanley Investment Management is the top seller.

Peers’ institutional holdings

The US institutional holdings in BP (BP) are marginally higher than Shell. The US institutional holdings in BP are ~12%. However, the holdings in Chevron (CVX) and ExxonMobil (XOM) are even higher at ~68% and ~57%, respectively.

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