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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
SYBT
351
Stock Yards Bank & Trust
Kentucky
$1.4M -$74.4K -1,444 -5%
LBC
352
Lowe Brockenbrough & Co
Virginia
$1.39M +$36.3K +705 +3%
QCG
353
Quadrant Capital Group
Ohio
$1.39M +$288K +5,586 +25%
KACA
354
Kayne Anderson Capital Advisors
California
$1.38M -$8.21M -159,400 -85%
KTC
355
Kistler-Tiffany Companies
Pennsylvania
$1.38M +$890K +17,280 +165%
AWE
356
Avidian Wealth Enterprises
Texas
$1.38M +$24.5K +475 +2%
RWA
357
Roberts Wealth Advisors
California
$1.36M +$17.3K +335 +1%
BS
358
Boenning & Scattergood
Pennsylvania
$1.36M -$29K -562 -2%
BIA
359
Barry Investment Advisors
Massachusetts
$1.35M -$48.2K -935 -3%
PAS
360
Park Avenue Securities
New York
$1.35M +$10.8K +209 +0.8%
RIG
361
Roosevelt Investment Group
New York
$1.35M -$38.5K -748 -3%
CCC
362
Chelsea Counsel Company
California
$1.34M
BG
363
Bahl & Gaynor
Ohio
$1.34M
CCI
364
Credit Capital Investments
New Jersey
$1.32M +$103K +2,000 +8%
WS
365
Wedbush Securities
California
$1.32M -$77.5K -1,504 -5%
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
$1.32M -$148K -2,878 -10%
PFO
367
Pathstone Family Office
New Jersey
$1.31M +$1.09M +21,138 +407%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$11.3K +219 +0.8%
PNC
369
Park National Corp
Ohio
$1.31M -$45.9K -891 -3%
CL
370
COWA LLC
Oklahoma
$1.3M +$81.2K +1,575 +6%
S
371
SimplyRich
California
$1.3M +$925K +17,955 +217%
KLWA
372
Kelly Lawrence W & Associates
California
$1.28M
CCM
373
Cohen Capital Management
California
$1.28M -$67K -1,300 -5%
HIM
374
Harbour Investment Management
Washington
$1.28M +$1.29K +25 +0.1%
BMA
375
Brooks Moore & Associates
Tennessee
$1.27M +$340K +6,589 +35%

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.