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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
JP Morgan Chase
26
JP Morgan Chase
New York
$119M -$38.4M -745,745 -24%
Wells Fargo
27
Wells Fargo
California
$114M +$3.94M +76,532 +3%
Capital Research Global Investors
28
Capital Research Global Investors
California
$98.8M -$56.9M -1,104,957 -36%
Millennium Management
29
Millennium Management
New York
$93.7M -$74.6M -1,446,854 -43%
State Farm Mutual Automobile Insurance
30
State Farm Mutual Automobile Insurance
Illinois
$92.5M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$91.8M +$12.3M +238,470 +15%
Invesco
32
Invesco
Georgia
$88.7M -$14.3M -277,142 -13%
Stifel Financial
33
Stifel Financial
Missouri
$74.3M +$4.64M +90,033 +6%
TAM
34
Todd Asset Management
Kentucky
$74.1M -$956K -18,544 -1%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$65M -$18.7M -362,300 -22%
UBS Group
36
UBS Group
Switzerland
$64.3M -$3.52M -68,314 -5%
DLA
37
Douglas Lane & Associates
New York
$63.9M -$500K -9,699 -0.7%
Macquarie Group
38
Macquarie Group
Australia
$63M -$1.04M -20,224 -2%
Ameriprise
39
Ameriprise
Minnesota
$62.6M +$1.82M +35,346 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$59M +$1.09M +21,157 +2%
Citadel Advisors
41
Citadel Advisors
Florida
$59M -$61.5M -1,192,689 -50%
Boston Partners
42
Boston Partners
Massachusetts
$57.7M -$4M -77,710 -6%
WGI
43
Westwood Global Investments
Massachusetts
$57.2M
Natixis Advisors
44
Natixis Advisors
Massachusetts
$53.5M +$14.1M +273,614 +34%
GLA
45
Great Lakes Advisors
Illinois
$51.8M -$1.11M -21,527 -2%
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$51M -$4.32M -83,829 -8%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$49.7M +$13.6M +263,121 +36%
CCM
48
Cullen Capital Management
New York
$49.3M -$423K -8,201 -0.8%
LBA
49
Letko, Brosseau & Associates
Quebec, Canada
$48.2M -$2.52M -48,807 -5%
N
50
Nuveen
North Carolina
$46.6M +$6.1M +118,400 +14%

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.