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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 %
NA
326
NewEdge Advisors
Louisiana
$1.75M -$159K -3,195 -8%
AAM
327
Advisors Asset Management
Colorado
$1.71M +$14.1K +284 +0.8%
YIA
328
YHB Investment Advisors
Connecticut
$1.71M +$1.33M +26,760 +356%
OWA
329
Octavia Wealth Advisors
Ohio
$1.69M -$1.34K -27 -0.1%
ASN
330
Advisory Services Network
Georgia
$1.68M +$42.8K +860 +3%
SI
331
Stephens Inc
Arkansas
$1.67M -$13.7K -275 -0.8%
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
$1.67M +$4.28K +86 +0.3%
RWM
333
Ritholtz Wealth Management
New York
$1.65M +$132K +2,657 +9%
GG
334
Gofen & Glossberg
Illinois
$1.63M +$193K +3,870 +13%
V
335
Veritable
Delaware
$1.62M -$79.5K -1,598 -5%
EARNEST Partners
336
EARNEST Partners
Georgia
$1.6M -$29.9K -601 -2%
CC
337
Carrhae Capital
United Kingdom
$1.59M +$1.59M +31,966 New
NW
338
NewEdge Wealth
Pennsylvania
$1.58M +$230K +4,625 +17%
FSA
339
Fort Sheridan Advisors
Illinois
$1.58M +$97.5K +1,960 +7%
BC
340
Burney Company
Virginia
$1.57M +$102K +2,051 +7%
FFM
341
Forum Financial Management
Illinois
$1.55M +$249 +5 +0%
UB
342
UMB Bank
Missouri
$1.52M -$968K -19,455 -39%
MA
343
MUFG Americas
New York
$1.52M -$61.5K -1,236 -4%
MCM
344
Mitchell Capital Management
Kansas
$1.5M +$746 +15 +0%
VFA
345
Valeo Financial Advisors
Indiana
$1.5M +$370K +10,029 +33%
KCM
346
Karp Capital Management
California
$1.45M +$1.45M +29,124 New
API
347
Advisor Partners II
California
$1.45M +$1.45M +29,104 New
RCG
348
Regatta Capital Group
California
$1.45M +$14.2K +271 +1%
SCI
349
Stableford Capital II
Arizona
$1.42M -$43.3K -818 -3%
SYBT
350
Stock Yards Bank & Trust
Kentucky
$1.4M -$71.9K -1,444 -5%
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