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Shell
SHEL

Overview Fund Activity

1,093 hedge funds and large institutions have $14.1B invested in Shell in 2022 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 401 increasing their positions, 372 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-25
Holders Change %
-2.24%
% of All Funds
18.9%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
84
Increased
401
Reduced
372
Closed
93
Calls
$613M
Puts
$329M
Net Calls
+$284M
Net Calls Change
+$105M

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$160M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$593M
3
OAG
3
Orbis Allan Gray
Bermuda
$558M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$999M
5
SI
5
Standard Investments
New York
$157M

Top Sellers

1
PC
1
PointState Capital
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$473M
3
Goldman Sachs
3
Goldman Sachs
New York
$267M
4
Optiver Holding
4
Optiver Holding
Netherlands
$5.87M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
Madison Asset Management
Wisconsin
$3.88M +$320K +6,433 +9%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$3.81M +$362K +7,281 +11%
IWC
228
Integrated Wealth Concepts
Massachusetts
$3.79M +$84.6K +1,700 +2%
HAM
229
Hedges Asset Management
Nevada
$3.67M – – –
FT
230
Fiduciary Trust
Massachusetts
$3.66M -$79.6K -1,600 -2%
AW
231
ACG Wealth
Georgia
$3.54M +$35.4K +711 +1%
State Street
232
State Street
Massachusetts
$3.47M -$742K -14,910 -18%
GAM
233
Griffin Asset Management
New York
$3.4M -$28.9K -581 -0.8%
KAS
234
Kestra Advisory Services
Texas
$3.35M +$82.7K +1,662 +3%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$3.34M -$236K -4,741 -7%
AI
236
Atria Investments
North Carolina
$3.33M +$6.72K +135 +0.2%
Dodge & Cox
237
Dodge & Cox
California
$3.3M -$48.2K -968 -1%
AP
238
Americana Partners
Texas
$3.27M +$1.9M +38,100 +138%
AG
239
Advocate Group
Minnesota
$3.21M +$357K +7,170 +12%
PI
240
Putnam Investments
Massachusetts
$3.2M – – –
WAM
241
Weatherly Asset Management
California
$3.2M -$98.9K -1,987 -3%
RA
242
Royce & Associates
New York
$3.19M +$1.19M +24,000 +60%
BCM
243
Brookmont Capital Management
Texas
$3.18M +$157K +3,163 +5%
BCI
244
Brinker Capital Investments
Pennsylvania
$3.16M -$55.6K -1,117 -2%
Wolverine Trading
245
Wolverine Trading
Illinois
$3.15M +$512K +10,227 +19%
BCM
246
Beddow Capital Management
Wyoming
$3.13M +$59.7K +1,200 +2%
YCM
247
Yousif Capital Management
Michigan
$3.06M +$81.6K +1,640 +3%
MML Investors Services
248
MML Investors Services
Massachusetts
$3.04M -$224K -4,506 -7%
OC
249
Oppenheimer & Co
New York
$3.04M +$215K +4,328 +8%
RC
250
Reik & Co
New York
$2.99M – – –
8 9
10
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