We are live on ! Find out more

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
BCCM
251
Bridge Creek Capital Management
Massachusetts
$2.97M -$15.7K -305 -0.5%
BWM
252
Bulltick Wealth Management
Florida
$2.96M +$3.06M +59,458 New
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$2.91M +$615K +11,943 +26%
YC
254
Yarbrough Capital
Tennessee
$2.87M
CT
255
Chicago Trust
Illinois
$2.85M -$14.2K -275 -0.5%
CCMINC
256
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.83M -$28.2K -548 -1%
CAN
257
Cetera Advisor Networks
California
$2.83M -$229K -4,453 -7%
CCM
258
Cutler Capital Management
Massachusetts
$2.83M +$865K +16,792 +42%
NEAM
259
New England Asset Management
Connecticut
$2.8M -$211K -4,100 -7%
CWM
260
Concentric Wealth Management
California
$2.79M +$24.6K +478 +0.9%
VFM
261
Viking Fund Management
North Dakota
$2.79M +$515K +10,000 +22%
JAM
262
JCIC Asset Management
Ontario, Canada
$2.76M -$69.8K -1,355 -3%
CA
263
Continental Advisors
Utah
$2.74M
BFS
264
Bard Financial Services
Connecticut
$2.69M +$756K +14,675 +37%
CWG
265
Cornerstone Wealth Group
North Carolina
$2.68M +$101K +1,964 +4%
JFL
266
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.68M -$145K -2,812 -5%
FTDI
267
First Trust Direct Indexing
Massachusetts
$2.63M +$421K +8,174 +18%
GAG
268
GM Advisory Group
New York
$2.62M -$660K -12,800 -20%
Brown Advisory
269
Brown Advisory
Maryland
$2.59M +$561K +10,894 +26%
CCP
270
Corient Capital Partners
California
$2.58M
SWM
271
SeaCrest Wealth Management
New York
$2.56M -$341K -6,608 -11%
Barclays
272
Barclays
United Kingdom
$2.53M +$266K +5,162 +11%
SPIA
273
Steward Partners Investment Advisory
New York
$2.51M +$1.1M +21,250 +73%
IM
274
Islet Management
New York
$2.49M -$4.44M -86,100 -63%
SFM
275
Soros Fund Management
New York
$2.49M +$2.58M +50,000 New

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.