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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 %
CTC
501
Central Trust Company
Missouri
$676K +$8.46K +170 +1%
KPWS
502
Kestra Private Wealth Services
Texas
$674K +$39.5K +794 +6%
CA
503
Clearstead Advisors
Ohio
$673K +$2.04K +41 +0.3%
SG Americas Securities
504
SG Americas Securities
New York
$672K +$576K +11,570 +597%
PGIM
505
Pacific Global Investment Management
California
$669K +$36.8K +740 +6%
CA
506
Crewe Advisors
Utah
$668K – – –
GI
507
GAMCO Investors
Connecticut
$664K -$57K -1,146 -8%
AGA
508
Arkos Global Advisors
Texas
$662K -$8.51K -171 -1%
KA
509
Kovack Advisors
Florida
$657K +$9.06K +182 +1%
HPM
510
Hudson Portfolio Management
New York
$654K – – –
ICA
511
Infrastructure Capital Advisors
New York
$653K -$11K -222 -2%
NA
512
Navellier & Associates
Nevada
$652K -$10.3K -208 -2%
PA
513
Profund Advisors
Maryland
$649K -$72.9K -1,464 -10%
AHC
514
Adell Harriman & Carpenter
Texas
$643K +$643K +12,931 New
RPCONE
515
Retirement Planning Company of New England
Rhode Island
$643K +$12.9K +259 +2%
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$642K +$446K +8,942 +227%
WWM
517
Western Wealth Management
Colorado
$632K -$32.4K -648 -5%
FHA
518
First Horizon Advisors
Tennessee
$630K -$60.1K -1,211 -9%
SGA
519
Strategic Global Advisors
California
$630K +$42.4K +853 +7%
NL
520
NVWM LLC
Pennsylvania
$628K – – –
BCM
521
Birmingham Capital Management
Alabama
$627K +$398 +8 +0.1%
SRC
522
Sage Rhino Capital
California
$625K -$5.07K -102 -0.8%
GFG
523
Greystone Financial Group
Michigan
$625K +$625K +12,562 New
AMIM
524
Aull & Monroe Investment Management
Alabama
$620K – – –
First Manhattan
525
First Manhattan
New York
$619K -$230K -4,626 -27%
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