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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 %
BCCM
251
Bridge Creek Capital Management
Massachusetts
$2.97M -$15.2K -305 -0.5%
BWM
252
Bulltick Wealth Management
Florida
$2.96M +$2.96M +59,458 New
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$2.91M +$594K +11,943 +26%
YC
254
Yarbrough Capital
Tennessee
$2.87M – – –
CT
255
Chicago Trust
Illinois
$2.85M -$13.7K -275 -0.5%
CCMINC
256
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.84M -$27.3K -548 -1%
CAN
257
Cetera Advisor Networks
California
$2.83M -$222K -4,453 -7%
CCM
258
Cutler Capital Management
Massachusetts
$2.83M +$836K +16,792 +42%
NEAM
259
New England Asset Management
Connecticut
$2.8M -$204K -4,100 -7%
CWM
260
Concentric Wealth Management
California
$2.79M +$23.8K +478 +0.9%
VFM
261
Viking Fund Management
North Dakota
$2.79M +$498K +10,000 +22%
JAM
262
JCIC Asset Management
Ontario, Canada
$2.76M -$75.4K -1,355 -3%
CA
263
Continental Advisors
Utah
$2.74M – – –
BFS
264
Bard Financial Services
Connecticut
$2.69M +$730K +14,675 +37%
CWG
265
Cornerstone Wealth Group
North Carolina
$2.68M +$97.7K +1,964 +4%
JFL
266
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.68M -$140K -2,812 -5%
FTDI
267
First Trust Direct Indexing
Massachusetts
$2.63M +$407K +8,174 +18%
GAG
268
GM Advisory Group
New York
$2.62M -$637K -12,800 -20%
Brown Advisory
269
Brown Advisory
Maryland
$2.59M +$542K +10,894 +26%
CCP
270
Corient Capital Partners
California
$2.58M – – –
SWM
271
SeaCrest Wealth Management
New York
$2.56M -$329K -6,608 -11%
Barclays
272
Barclays
United Kingdom
$2.53M +$257K +5,162 +11%
SPIA
273
Steward Partners Investment Advisory
New York
$2.51M +$1.06M +21,250 +73%
IM
274
Islet Management
New York
$2.49M -$4.28M -86,100 -63%
SFM
275
Soros Fund Management
New York
$2.49M +$2.49M +50,000 New
9 10
11
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