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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
Mawer Investment Management
Alberta, Canada
$160M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$593M
3
OAG
Orbis Allan Gray
Bermuda
$558M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$999M
5
SI
Standard Investments
New York
$157M

Top Sellers

1
PC
PointState Capital
New York
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$473M
3
Goldman Sachs
Goldman Sachs
New York
$267M
4
Optiver Holding
Optiver Holding
Netherlands
$5.87M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
351
Lowe Brockenbrough & Co
Virginia
$1.39M +$35.1K +705 +3%
QCG
352
Quadrant Capital Group
Ohio
$1.39M +$278K +5,586 +25%
KACA
353
Kayne Anderson Capital Advisors
California
$1.38M -$7.93M -159,400 -85%
KTC
354
Kistler-Tiffany Companies
Pennsylvania
$1.38M +$860K +17,280 +165%
AWE
355
Avidian Wealth Enterprises
Texas
$1.38M +$23.6K +475 +2%
RWA
356
Roberts Wealth Advisors
California
$1.36M +$17.3K +335 +1%
BS
357
Boenning & Scattergood
Pennsylvania
$1.36M -$28K -562 -2%
BIA
358
Barry Investment Advisors
Massachusetts
$1.35M -$46.5K -935 -3%
PAS
359
Park Avenue Securities
New York
$1.35M +$10.4K +209 +0.8%
RIG
360
Roosevelt Investment Group
New York
$1.35M -$37.2K -748 -3%
CCC
361
Chelsea Counsel Company
California
$1.34M – – –
BG
362
Bahl & Gaynor
Ohio
$1.34M – – –
CCI
363
Credit Capital Investments
New Jersey
$1.32M +$99.5K +2,000 +8%
WS
364
Wedbush Securities
California
$1.32M -$74.8K -1,504 -5%
HCMT
365
Highland Capital Management (Tennessee)
Tennessee
$1.32M -$143K -2,878 -10%
PFO
366
Pathstone Family Office
New Jersey
$1.31M +$1.05M +21,138 +407%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$10.9K +219 +0.8%
PNC
368
Park National Corp
Ohio
$1.31M -$44.3K -891 -3%
CL
369
COWA LLC
Oklahoma
$1.31M +$78.4K +1,575 +6%
S
370
SimplyRich
California
$1.3M +$893K +17,955 +217%
KLWA
371
Kelly Lawrence W & Associates
California
$1.28M – – –
CCM
372
Cohen Capital Management
California
$1.28M -$64.7K -1,300 -5%
HIM
373
Harbour Investment Management
Washington
$1.28M +$1.24K +25 +0.1%
BMA
374
Brooks Moore & Associates
Tennessee
$1.27M +$328K +6,589 +35%
HAIM
375
Hunter Associates Investment Management
Pennsylvania
$1.25M -$61.1K -1,227 -5%
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