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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
CBOR
301
Community Bank of Raymore
Missouri
$2.07M -$618K -12,000 -22%
ST
302
Sentinel Trust
Texas
$2.07M
FHB
303
First Hawaiian Bank
Hawaii
$2.06M -$224K -4,338 -9%
GHAM
304
Gilman Hill Asset Management
Connecticut
$2.05M +$132K +2,555 +7%
PAG
305
Private Advisor Group
New Jersey
$2.04M -$4.26M -82,656 -67%
RPSA
306
Richard P. Slaughter Associates
Texas
$2.02M -$674K -13,087 -24%
CCM
307
Coerente Capital Management
Ontario, Canada
$2.02M -$51.5K -1,000 -2%
SC
308
Sierra Capital
Florida
$2.02M +$164K +3,179 +9%
SIA
309
Schechter Investment Advisors
Michigan
$2.01M +$622K +12,070 +43%
CCM
310
Covington Capital Management
California
$2M +$116K +2,245 +6%
HCA
311
Horan Capital Advisors
Ohio
$2M +$85K +1,650 +4%
CG
312
Colony Group
Massachusetts
$1.99M +$227K +4,397 +12%
SB
313
Simmons Bank
Arkansas
$1.94M -$93.8K -1,820 -4%
MCM
314
Mill Capital Management
North Carolina
$1.93M -$112K -2,173 -5%
CC
315
Cannell & Co
New York
$1.91M
FM
316
Foster & Motley
Ohio
$1.9M +$617K +11,967 +46%
HTC
317
Haverford Trust Company
Pennsylvania
$1.9M
AWM
318
AE Wealth Management
Kansas
$1.87M -$775K -15,030 -29%
DMC
319
Drexel Morgan & Co
Pennsylvania
$1.87M
FNBOO
320
First National Bank of Omaha
Nebraska
$1.83M -$1.37M -26,545 -42%
SC
321
Stolper & Co
Oklahoma
$1.82M +$127K +2,469 +7%
LSA
322
Leonteq Securities AG
Switzerland
$1.81M -$51.5K -1,000 -3%
CQS
323
Credential Qtrade Securities
$1.79M +$50.5K +980 +3%
NW
324
Naviter Wealth
Arkansas
$1.79M +$198K +3,852 +12%
S
325
SignatureFD
Georgia
$1.78M +$261K +5,069 +17%

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.