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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 %
CL
526
CPWM LLC
Washington
$616K -$32.6K -655 -5%
EWA
527
EP Wealth Advisors
California
$615K -$58.5K -1,176 -9%
MGWM
528
Marks Group Wealth Management
Minnesota
$612K +$77.1K +1,550 +14%
WIM
529
Waverton Investment Management
United Kingdom
$609K – – –
EOCM
530
Energy Opportunities Capital Management
Texas
$607K -$53K -1,065 -8%
WIC
531
Woodmont Investment Counsel
Tennessee
$606K +$17.4K +350 +3%
EAM
532
Eagle Asset Management
Florida
$605K -$2.63K -53 -0.4%
TG
533
TCW Group
California
$604K – – –
FBFS
534
First Business Financial Services
Wisconsin
$604K +$58.3K +1,173 +11%
WFA
535
Wipfli Financial Advisors
Wisconsin
$604K +$604K +12,128 New
TCOV
536
Trust Company of Vermont
Vermont
$603K -$50.3K -1,010 -8%
PM
537
Penbrook Management
New York
$602K – – –
VVP
538
Venture Visionary Partners
Ohio
$602K +$24.8K +500 +4%
FDCDDQ
539
Federation des caisses Desjardins du Quebec
Quebec, Canada
$600K -$10.6K -214 -2%
TI
540
Telemetry Investments
New York
$597K – – –
DI
541
Diligent Investors
California
$596K -$107K -2,150 -15%
BL
542
Balentine LLC
Georgia
$592K +$257K +5,168 +77%
OA
543
Oxbow Advisors
Texas
$590K -$35.6K -715 -6%
SCM
544
Schnieders Capital Management
California
$589K – – –
Financial Engines Advisors
545
Financial Engines Advisors
California
$588K -$99 -2 -0%
HW
546
Hancock Whitney
Mississippi
$587K +$257K +5,166 +78%
SBH
547
Segall Bryant & Hamill
Illinois
$579K +$34.3K +688 +6%
SWM
548
Sendero Wealth Management
Texas
$579K +$579K +11,627 New
Vontobel Holding
549
Vontobel Holding
Switzerland
$578K -$138K -2,780 -19%
MG
550
Mather Group
Illinois
$576K -$7.56K -152 -1%
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