We are live on ! Find out more

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
HAIM
376
Hunter Associates Investment Management
Pennsylvania
$1.25M -$63.2K -1,227 -5%
GWI
377
Grace & White Inc
New York
$1.24M
FCI
378
Financial Counselors Inc
Kansas
$1.23M -$40.4K -784 -3%
Prudential Financial
379
Prudential Financial
New Jersey
$1.23M +$346K +6,713 +38%
FA
380
FDx Advisors
Illinois
$1.23M +$59.3K +1,151 +5%
GC
381
Guggenheim Capital
Illinois
$1.22M -$176K -3,423 -12%
Luther King Capital Management (LKCM)
382
Luther King Capital Management (LKCM)
Texas
$1.21M -$190K -3,695 -13%
LIM
383
Leavell Investment Management
Alabama
$1.2M -$26.3K -510 -2%
Manulife (Manufacturers Life Insurance)
384
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M -$267K -5,190 -18%
SSG
385
Summit Securities Group
New York
$1.19M +$469K +9,100 +61%
CCB
386
Cutter & Co Brokerage
Missouri
$1.17M +$6.65K +129 +0.6%
GVAG
387
Great Valley Advisor Group
Delaware
$1.16M -$53.6K -1,040 -4%
EHC
388
Everett Harris & Co
California
$1.16M -$10.3K -200 -0.9%
HWM
389
HB Wealth Management
Georgia
$1.16M +$143K +2,769 +14%
BRWA
390
B. Riley Wealth Advisors
Florida
$1.15M +$491K +9,525 +70%
SFS
391
Sowell Financial Services
Arkansas
$1.14M +$148K +2,863 +14%
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.13M -$12.9K -250 -1%
HCM
393
Howland Capital Management
Massachusetts
$1.13M +$247K +4,800 +27%
P
394
Pitcairn
Pennsylvania
$1.12M +$4.54K +88 +0.4%
AWM
395
Absher Wealth Management
North Carolina
$1.12M -$418K -8,116 -27%
HT
396
HighTower Trust
Texas
$1.12M +$13.1K +254 +1%
Parallax Volatility Advisers
397
Parallax Volatility Advisers
California
$1.11M +$1.05M +20,345 +1,045%
PWM
398
Perigon Wealth Management
California
$1.1M -$11.5K -223 -1%
ONB
399
Old National Bancorp
Indiana
$1.1M +$323K +6,270 +40%
CI
400
Clal Insurance
Israel
$1.09M +$155K +3,000 +16%

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.