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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
+$144M
3
OAG
Orbis Allan Gray
Bermuda
+$104M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$64.5M
5
SI
Standard Investments
New York
+$46M

Top Sellers

1
PC
PointState Capital
New York
-$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$148M
3
Goldman Sachs
Goldman Sachs
New York
-$127M
4
Optiver Holding
Optiver Holding
Netherlands
-$90.8M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
476
Snowden Capital Advisors
New York
$773K -$143K -2,872 -16%
RHBC
477
R.H. Bluestein & Co
Michigan
$772K -$249K -5,000 -24%
SPC
478
Sigma Planning Corp
Michigan
$770K -$15.8K -317 -2%
CG
479
Clarus Group
Texas
$763K +$398 +8 +0.1%
CSIC
480
Clifford Swan Investment Counsel
California
$762K -$37.6K -755 -5%
TSW
481
Thompson Siegel & Walmsley
Virginia
$751K -$16.1K -323 -2%
RC
482
RBF Capital
California
$746K – – –
TPCW
483
TD Private Client Wealth
New York
$744K +$299K +6,013 +67%
DWT
484
Dorsey & Whitney Trust
South Dakota
$744K -$110K -2,211 -13%
MWM
485
Mission Wealth Management
California
$744K -$1.14K -23 -0.2%
MGIA
486
Moneta Group Investment Advisors
Missouri
$743K -$138K -2,777 -16%
GHA
487
GW Henssler & Associates
Georgia
$733K -$3.16M -63,465 -81%
VT
488
Vise Technologies
New York
$728K +$125K +2,515 +21%
AFG
489
American Financial Group
Ohio
$722K – – –
CTA
490
Chesley Taft & Associates
Illinois
$719K – – –
Kayne Anderson Rudnick Investment Management
491
Kayne Anderson Rudnick Investment Management
California
$714K +$1.69K +34 +0.2%
KWM
492
Kingsview Wealth Management
Oregon
$713K +$19.6K +393 +3%
MJP
493
Michael J. Puzo
$709K -$9.95K -200 -1%
GC
494
GFG Capital
Florida
$702K +$3.69K +74 +0.5%
HKIM
495
Hayek Kallen Investment Management
Alabama
$697K -$1.54K -31 -0.2%
LSAG
496
Lake Street Advisors Group
New Hampshire
$695K +$113K +2,267 +19%
MPI
497
Mairs & Power Inc
Minnesota
$693K +$693K +13,920 New
POIA
498
Pin Oak Investment Advisors
Texas
$690K -$66.4K -1,335 -9%
BDS
499
Banco de Sabadell
Florida
$689K -$86.8K -1,745 -11%
CCA
500
Checchi Capital Advisers
California
$686K -$2.09K -42 -0.3%
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