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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
BDS
501
Banco de Sabadell
Florida
$689K -$89.9K -1,745 -11%
CCA
502
Checchi Capital Advisers
California
$686K -$2.16K -42 -0.3%
CTC
503
Central Trust Company
Missouri
$676K +$8.76K +170 +1%
KPWS
504
Kestra Private Wealth Services
Texas
$674K +$40.9K +794 +6%
CA
505
Clearstead Advisors
Ohio
$673K +$2.11K +41 +0.3%
SG Americas Securities
506
SG Americas Securities
New York
$672K +$596K +11,570 +597%
PGIM
507
Pacific Global Investment Management
California
$669K +$38.1K +740 +6%
CA
508
Crewe Advisors
Utah
$668K
GI
509
GAMCO Investors
Connecticut
$664K -$59.1K -1,146 -8%
AGA
510
Arkos Global Advisors
Texas
$662K -$8.81K -171 -1%
KA
511
Kovack Advisors
Florida
$657K +$9.38K +182 +1%
HPM
512
Hudson Portfolio Management
New York
$654K
ICA
513
Infrastructure Capital Advisors
New York
$653K -$11.4K -222 -2%
NA
514
Navellier & Associates
Nevada
$652K -$10.7K -208 -2%
PA
515
Profund Advisors
Maryland
$649K -$75.4K -1,464 -10%
AHC
516
Adell Harriman & Carpenter
Texas
$643K +$666K +12,931 New
RPCONE
517
Retirement Planning Company of New England
Rhode Island
$643K +$13.3K +259 +2%
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$642K +$461K +8,942 +227%
WWM
519
Western Wealth Management
Colorado
$632K -$33.4K -648 -5%
FHA
520
First Horizon Advisors
Tennessee
$630K -$62.4K -1,211 -9%
SGA
521
Strategic Global Advisors
California
$630K +$44K +853 +7%
NL
522
NVWM LLC
Pennsylvania
$628K
BCM
523
Birmingham Capital Management
Alabama
$627K +$412 +8 +0.1%
SRC
524
Sage Rhino Capital
California
$625K -$5.26K -102 -0.8%
GFG
525
Greystone Financial Group
Michigan
$625K +$647K +12,562 New

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.