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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
PA
451
Parallel Advisors
California
$874K +$18.7K +362 +2%
AAM
452
Auxier Asset Management
Oregon
$871K
MCM
453
MAI Capital Management
Ohio
$868K +$344K +6,673 +62%
D.E. Shaw & Co
454
D.E. Shaw & Co
New York
$861K +$891K +17,300 New
CI
455
Cambiar Investors
Colorado
$860K +$34.8K +675 +4%
ECM
456
ExodusPoint Capital Management
New York
$857K -$17.7M -343,530 -95%
EIP
457
Epoch Investment Partners
New York
$855K
ISL
458
Ingalls & Snyder LLC
New York
$853K -$2.58K -50 -0.3%
BOH
459
Bank of Hawaii
Hawaii
$845K +$30.5K +591 +4%
RCM
460
Radnor Capital Management
Pennsylvania
$837K -$23.2K -450 -3%
WT
461
Whittier Trust
California
$833K -$87.7K -1,701 -9%
RB
462
Rodgers Brothers
Pennsylvania
$833K -$5.15K -100 -0.6%
RG
463
Rathbones Group
United Kingdom
$831K -$391K -7,595 -31%
TF
464
TIAA FSB
Florida
$831K +$127K +2,457 +17%
WB
465
WesBanco Bank
West Virginia
$826K -$303K -5,885 -26%
BPA
466
Beacon Pointe Advisors
California
$826K -$156K -3,030 -15%
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$824K +$853K +16,555 New
GT
468
Greenleaf Trust
Michigan
$820K -$14.9K -290 -2%
DP
469
Dearborn Partners
Illinois
$815K -$21.7K -422 -3%
BMO
470
Beck Mack & Oliver
New York
$813K -$74.7K -1,450 -8%
BEAM
471
Baker Ellis Asset Management
Washington
$806K +$160K +3,100 +24%
CGL
472
Clarius Group LLC
Washington
$806K +$247K +4,790 +42%
CIM
473
Confluence Investment Management
Missouri
$805K -$15.4K -299 -2%
TCM
474
Tandem Capital Management
New Jersey
$802K +$316K +6,135 +68%
CL
475
CSS LLC
Illinois
$798K -$1.96M -38,000 -70%

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.