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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 %
IIM
401
Ipswich Investment Management
Massachusetts
$1.09M -$32K -644 -3%
SC
402
Solstein Capital
California
$1.08M -$33.9K -680 -3%
CCM
403
Chilton Capital Management
Texas
$1.08M +$3.53K +71 +0.3%
SCM
404
SOL Capital Management
Maryland
$1.08M -$11.4K -230 -1%
IAA
405
Independent Advisor Alliance
North Carolina
$1.07M +$70.7K +1,421 +7%
JIC
406
Johnson Investment Counsel
Ohio
$1.06M -$98.9K -1,987 -9%
SW
407
SVB Wealth
Massachusetts
$1.05M +$281K +5,654 +36%
HA
408
Herold Advisors
New York
$1.04M +$1.04M +20,978 New
EM
409
Excalibur Management
Massachusetts
$1.03M +$42.2K +848 +4%
BCM
410
BTC Capital Management
Iowa
$1.03M +$92K +1,851 +10%
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$1.02M +$5.77K +116 +0.6%
BFIM
412
Beese Fulmer Investment Management
Ohio
$1.02M +$113K +2,279 +13%
WSCM
413
Wellington Shields Capital Management
New York
$1.01M +$39.8K +800 +4%
SF
414
Synovus Financial
Georgia
$1.01M +$78K +1,569 +8%
WTC
415
WhitTier Trust Company
Nevada
$1.01M +$16.5K +331 +2%
BWL
416
Bogart Wealth LLC
Virginia
$1M +$11.7K +236 +1%
BW
417
Bison Wealth
Georgia
$999K +$999K +20,096 New
SRC
418
Shufro Rose & Co
New York
$998K -$14.9K -300 -1%
LDB
419
Lee, Danner & Bass
Tennessee
$996K -$47.9K -963 -5%
VA
420
Verdad Advisers
Massachusetts
$995K -$498K -10,000 -33%
QIM
421
Quest Investment Management
Oregon
$995K – – –
MWM
422
Meridian Wealth Management
Kentucky
$990K +$508K +10,219 +106%
APA
423
American Portfolios Advisors
New York
$988K -$14.9K -299 -1%
IC
424
IEQ Capital
California
$987K +$253K +5,077 +34%
IF
425
Intrua Financial
Texas
$971K -$188K -3,770 -16%
15 16
17
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