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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 %
IDBONY
426
Israel Discount Bank of New York
New York
$969K +$2.99K +60 +0.3%
LFAS
427
Level Four Advisory Services
Texas
$957K -$41.7K -837 -4%
WA
428
WealthTrust Axiom
Pennsylvania
$956K +$289K +5,811 +43%
RSC
429
Red Spruce Capital
Pennsylvania
$955K – – –
WFI
430
West Family Investments
California
$954K – – –
HFS
431
Hantz Financial Services
Michigan
$954K +$927K +18,639 +3,458%
APWM
432
Atlas Private Wealth Management
New York
$937K +$20.1K +404 +2%
MYIA
433
Mount Yale Investment Advisors
Colorado
$934K +$420K +8,441 +82%
BB
434
Busey Bank
Illinois
$924K -$219K -4,395 -19%
ERIC
435
Eagle Rock Investment Company
Georgia
$919K – – –
MIP
436
Marietta Investment Partners
Wisconsin
$916K -$16.8K -294 -2%
WA
437
Wealth Alliance
New York
$915K -$128K -2,575 -12%
F
438
F3Logic
Minnesota
$909K +$23.6K +474 +3%
OPCM
439
Osborne Partners Capital Management
California
$908K -$1.39M -28,000 -61%
NHC
440
Nicholas Hoffman & Company
Georgia
$907K +$16.4K +330 +2%
SFA
441
Sequoia Financial Advisors
Ohio
$901K -$95.1K -1,912 -10%
NLP
442
Next Level Private
New York
$897K +$683K +12,648 +320%
PAWC
443
P.A.W. Capital
Connecticut
$896K +$49.8K +1,000 +6%
AssetMark Inc
444
AssetMark Inc
California
$892K +$598K +12,014 +203%
SWP
445
Stratos Wealth Partners
Ohio
$889K -$146K -2,942 -14%
Bessemer Group
446
Bessemer Group
New Jersey
$887K -$51.5K -1,034 -5%
GT
447
Glenview Trust
Kentucky
$885K -$53.8K -1,081 -6%
PF
448
Phoenix Financial
Israel
$881K +$129K +2,549 +17%
PA
449
Parallel Advisors
California
$874K +$18K +362 +2%
AAM
450
Auxier Asset Management
Oregon
$871K – – –
16 17
18
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