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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
TCM
401
Traynor Capital Management
Pennsylvania
$1.09M +$40.9K +793 +4%
IIM
402
Ipswich Investment Management
Massachusetts
$1.09M -$33.2K -644 -3%
SC
403
Solstein Capital
California
$1.08M -$35K -680 -3%
CCM
404
Chilton Capital Management
Texas
$1.08M +$3.66K +71 +0.3%
SCM
405
SOL Capital Management
Maryland
$1.08M -$11.9K -230 -1%
IAA
406
Independent Advisor Alliance
North Carolina
$1.06M +$73.2K +1,421 +7%
JIC
407
Johnson Investment Counsel
Ohio
$1.06M -$102K -1,987 -9%
SW
408
SVB Wealth
Massachusetts
$1.05M +$291K +5,654 +36%
HA
409
Herold Advisors
New York
$1.04M +$1.08M +20,978 New
EM
410
Excalibur Management
Massachusetts
$1.03M +$43.7K +848 +4%
BCM
411
BTC Capital Management
Iowa
$1.03M +$95.4K +1,851 +10%
Koshinski Asset Management
412
Koshinski Asset Management
Illinois
$1.02M +$5.98K +116 +0.6%
BFIM
413
Beese Fulmer Investment Management
Ohio
$1.02M +$117K +2,279 +13%
WSCM
414
Wellington Shields Capital Management
New York
$1.01M +$41.2K +800 +4%
SF
415
Synovus Financial
Georgia
$1.01M +$80.9K +1,569 +8%
WTC
416
WhitTier Trust Company
Nevada
$1.01M +$17.1K +331 +2%
BWL
417
Bogart Wealth LLC
Virginia
$1M +$12.2K +236 +1%
BW
418
Bison Wealth
Georgia
$999K +$1.04M +20,096 New
SRC
419
Shufro Rose & Co
New York
$998K -$15.5K -300 -1%
LDB
420
Lee, Danner & Bass
Tennessee
$996K -$49.6K -963 -5%
VA
421
Verdad Advisers
Massachusetts
$995K -$515K -10,000 -33%
QIM
422
Quest Investment Management
Oregon
$995K
MWM
423
Meridian Wealth Management
Kentucky
$990K +$527K +10,219 +106%
APA
424
American Portfolios Advisors
New York
$988K -$15.4K -299 -1%
IC
425
IEQ Capital
California
$987K +$262K +5,077 +34%

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.