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1,098 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, 402 increasing their positions, 375 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $613M | Put options by funds: $329M

7% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 375

0% less ownership

Funds ownership: 4.05%4.05% (-0%)

10% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,1231,098 (-25)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

7% less capital invested

Capital invested by funds: $15.3B → $14.1B (-$1.13B)

Holders
1,098
Holders Change
-25
Holders Change %
-2.23%
% of All Funds
18.91%
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
402
Reduced
375
Closed
93
Calls
$613M
Puts
$329M
Net Calls
+$284M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Madison Asset Management
Wisconsin
$3.88M +$331K +6,433 +9%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$3.81M +$375K +7,281 +11%
IWC
228
Integrated Wealth Concepts
Massachusetts
$3.79M +$87.6K +1,700 +2%
HAM
229
Hedges Asset Management
Nevada
$3.67M
FT
230
Fiduciary Trust
Massachusetts
$3.66M -$82.4K -1,600 -2%
AW
231
ACG Wealth
Georgia
$3.54M +$36.6K +711 +1%
State Street
232
State Street
Massachusetts
$3.47M -$768K -14,910 -18%
GAM
233
Griffin Asset Management
New York
$3.4M -$29.9K -581 -0.8%
KAS
234
Kestra Advisory Services
Texas
$3.35M +$85.6K +1,662 +3%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$3.34M -$244K -4,741 -7%
AI
236
Atria Investments
North Carolina
$3.33M +$6.96K +135 +0.2%
Dodge & Cox
237
Dodge & Cox
California
$3.3M -$49.9K -968 -1%
AP
238
Americana Partners
Texas
$3.27M +$1.96M +38,100 +138%
AG
239
Advocate Group
Minnesota
$3.21M +$369K +7,170 +12%
PI
240
Putnam Investments
Massachusetts
$3.2M
WAM
241
Weatherly Asset Management
California
$3.2M -$102K -1,987 -3%
RA
242
Royce & Associates
New York
$3.19M +$1.24M +24,000 +60%
BCM
243
Brookmont Capital Management
Texas
$3.18M +$163K +3,163 +5%
BCI
244
Brinker Capital Investments
Pennsylvania
$3.16M -$57.6K -1,117 -2%
Wolverine Trading
245
Wolverine Trading
Illinois
$3.15M +$527K +10,227 +19%
BCM
246
Beddow Capital Management
Wyoming
$3.13M +$61.8K +1,200 +2%
YCM
247
Yousif Capital Management
Michigan
$3.06M +$84.5K +1,640 +3%
MML Investors Services
248
MML Investors Services
Massachusetts
$3.04M -$232K -4,506 -7%
OC
249
Oppenheimer & Co
New York
$3.04M +$223K +4,328 +8%
RC
250
Reik & Co
New York
$2.99M

SHEL Hedge Fund Activity: Q3 2022 in Review

1,098 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q3 2022, worth a combined $14.1B — down 7.4% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of SHEL and 84 opened new positions — a net loss of 9 holders — while 375 trimmed existing stakes and 402 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $166M. The largest seller was PointState Capital, exiting entirely with an estimated $161M sold.

  • 1,098 institutional investors held Shell (SHEL) as of Q3 2022, down from 1,123 in Q2 2022.
  • Funds reported $14.1B of Shell stock for Q3 2022, down 7.4% quarter-over-quarter.
  • 84 funds opened new Shell positions in Q3 2022 and 93 closed out, a net change of -9 holders.
  • The largest Shell buyer in Q3 2022 was Mawer Investment Management, an estimated $166M added.
  • The largest Shell seller in Q3 2022 was PointState Capital, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2022.