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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
WPC
326
Waters Parkerson & Co
Louisiana
$1.76M -$87.6K -1,700 -5%
NA
327
NewEdge Advisors
Louisiana
$1.75M -$165K -3,195 -8%
AAM
328
Advisors Asset Management
Colorado
$1.71M +$14.6K +284 +0.8%
YIA
329
YHB Investment Advisors
Connecticut
$1.71M +$1.38M +26,760 +356%
OWA
330
Octavia Wealth Advisors
Ohio
$1.69M -$1.39K -27 -0.1%
ASN
331
Advisory Services Network
Georgia
$1.68M +$44.3K +860 +3%
SI
332
Stephens Inc
Arkansas
$1.67M -$14.2K -275 -0.8%
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$1.67M +$4.43K +86 +0.3%
RWM
334
Ritholtz Wealth Management
New York
$1.65M +$137K +2,657 +9%
GG
335
Gofen & Glossberg
Illinois
$1.63M +$199K +3,870 +13%
V
336
Veritable
Delaware
$1.62M -$82.3K -1,598 -5%
EARNEST Partners
337
EARNEST Partners
Georgia
$1.6M -$31K -601 -2%
CC
338
Carrhae Capital
United Kingdom
$1.59M +$1.65M +31,966 New
NW
339
NewEdge Wealth
Pennsylvania
$1.58M +$238K +4,625 +17%
FSA
340
Fort Sheridan Advisors
Illinois
$1.58M +$101K +1,960 +7%
BC
341
Burney Company
Virginia
$1.57M +$106K +2,051 +7%
FFM
342
Forum Financial Management
Illinois
$1.55M +$258 +5 +0%
UB
343
UMB Bank
Missouri
$1.52M -$1M -19,455 -39%
MA
344
MUFG Americas
New York
$1.52M -$63.7K -1,236 -4%
MCM
345
Mitchell Capital Management
Kansas
$1.5M +$773 +15 +0%
VFA
346
Valeo Financial Advisors
Indiana
$1.5M +$517K +10,029 +33%
KCM
347
Karp Capital Management
California
$1.45M +$1.5M +29,124 New
API
348
Advisor Partners II
California
$1.45M +$1.5M +29,104 New
RCG
349
Regatta Capital Group
California
$1.45M +$14K +271 +1%
SCI
350
Stableford Capital II
Arizona
$1.42M -$42.2K -818 -3%

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.