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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
IF
426
Intrua Financial
Texas
$971K -$194K -3,770 -16%
IDBONY
427
Israel Discount Bank of New York
New York
$969K +$3.09K +60 +0.3%
LFAS
428
Level Four Advisory Services
Texas
$957K -$43.1K -837 -4%
WA
429
WealthTrust Axiom
Pennsylvania
$956K +$299K +5,811 +43%
RSC
430
Red Spruce Capital
Pennsylvania
$955K
WFI
431
West Family Investments
California
$954K
HFS
432
Hantz Financial Services
Michigan
$954K +$960K +18,639 +3,458%
APWM
433
Atlas Private Wealth Management
New York
$937K +$20.8K +404 +2%
MYIA
434
Mount Yale Investment Advisors
Colorado
$934K +$435K +8,441 +82%
BB
435
Busey Bank
Illinois
$924K -$226K -4,395 -19%
ERIC
436
Eagle Rock Investment Company
Georgia
$919K
MIP
437
Marietta Investment Partners
Wisconsin
$916K -$15.2K -294 -2%
WA
438
Wealth Alliance
New York
$915K -$133K -2,575 -12%
F
439
F3Logic
Minnesota
$909K +$24.4K +474 +3%
OPCM
440
Osborne Partners Capital Management
California
$908K -$1.44M -28,000 -61%
NHC
441
Nicholas Hoffman & Company
Georgia
$907K +$17K +330 +2%
SFA
442
Sequoia Financial Advisors
Ohio
$901K -$98.5K -1,912 -10%
NLP
443
Next Level Private
New York
$897K +$652K +12,648 +320%
PAWC
444
P.A.W. Capital
Connecticut
$896K +$51.5K +1,000 +6%
AssetMark Inc
445
AssetMark Inc
California
$892K +$619K +12,014 +203%
SWP
446
Stratos Wealth Partners
Ohio
$889K -$152K -2,942 -14%
Bessemer Group
447
Bessemer Group
New Jersey
$887K -$53.3K -1,034 -5%
GT
448
Glenview Trust
Kentucky
$885K -$55.7K -1,081 -6%
PF
449
Phoenix Financial
Israel
$881K +$131K +2,549 +17%
SLAM
450
Swiss Life Asset Management
$876K

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.