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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
AMI
276
Amica Mutual Insurance
Rhode Island
$2.48M
KCM
277
Kanawha Capital Management
Virginia
$2.44M -$127K -2,471 -5%
AWS
278
Atria Wealth Solutions
New York
$2.44M +$2.32M +44,999 +1,107%
BF
279
BOK Financial
Oklahoma
$2.43M +$199K +3,866 +9%
IA
280
IFP Advisors
Florida
$2.42M +$346K +6,716 +17%
RFC
281
Regions Financial Corp
Alabama
$2.38M -$205K -3,985 -8%
LNWWM
282
Laird Norton Wetherby Wealth Management
California
$2.37M +$129K +2,504 +6%
GCC
283
Game Creek Capital
Massachusetts
$2.36M -$200K -3,875 -8%
PGA
284
Portland Global Advisors
Maine
$2.35M -$107K -2,067 -4%
William Blair & Company
285
William Blair & Company
Illinois
$2.35M +$188K +3,640 +8%
VPIM
286
Vanguard Personalized Indexing Management
California
$2.35M +$216K +4,197 +10%
HNB
287
Huntington National Bank
Ohio
$2.34M +$360K +6,994 +17%
RJT
288
Raymond James Trust
Florida
$2.34M +$107K +2,067 +5%
CSPAM
289
Cary Street Partners Asset Management
Virginia
$2.32M +$121K +2,355 +5%
IMOV
290
Investment Management of Virginia
Virginia
$2.31M -$4.12K -80 -0.2%
CB
291
Commerce Bank
Missouri
$2.31M +$223K +4,323 +10%
UFG
292
United Fire Group
Iowa
$2.29M
UOC
293
UBS O'Connor
Illinois
$2.25M -$155K -3,012 -6%
MHIC
294
Marble Harbor Investment Counsel
Massachusetts
$2.23M -$156K -3,025 -6%
AMG
295
Advisors Management Group
Wisconsin
$2.22M -$10.5K -204 -0.5%
MC
296
Moors & Cabot
Massachusetts
$2.22M +$229K +4,438 +11%
Cetera Investment Advisers
297
Cetera Investment Advisers
Illinois
$2.2M -$163K -3,166 -7%
CAM
298
Columbia Asset Management
Michigan
$2.1M +$4.12K +80 +0.2%
CJFS
299
Coulter & Justus Financial Services
Tennessee
$2.09M -$98.5K -1,911 -4%
VAS
300
Vestmark Advisory Solutions
Massachusetts
$2.07M +$1.14M +22,129 +113%

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.