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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
AMIM
526
Aull & Monroe Investment Management
Alabama
$620K
First Manhattan
527
First Manhattan
New York
$619K -$238K -4,626 -27%
CL
528
CPWM LLC
Washington
$616K -$33.8K -655 -5%
EWA
529
EP Wealth Advisors
California
$615K -$60.6K -1,176 -9%
MGWM
530
Marks Group Wealth Management
Minnesota
$612K +$79.9K +1,550 +14%
WIM
531
Waverton Investment Management
United Kingdom
$609K
EOCM
532
Energy Opportunities Capital Management
Texas
$607K -$54.9K -1,065 -8%
WIC
533
Woodmont Investment Counsel
Tennessee
$606K +$18K +350 +3%
EAM
534
Eagle Asset Management
Florida
$605K -$2.73K -53 -0.4%
TG
535
TCW Group
California
$604K
FBFS
536
First Business Financial Services
Wisconsin
$604K +$60.4K +1,173 +11%
WFA
537
Wipfli Financial Advisors
Wisconsin
$604K +$625K +12,128 New
TCOV
538
Trust Company of Vermont
Vermont
$603K -$52K -1,010 -8%
PM
539
Penbrook Management
New York
$602K
VVP
540
Venture Visionary Partners
Ohio
$602K +$25.8K +500 +4%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$600K -$11K -214 -2%
TI
542
Telemetry Investments
New York
$597K
DI
543
Diligent Investors
California
$596K -$111K -2,150 -15%
BL
544
Balentine LLC
Georgia
$592K +$266K +5,168 +77%
OA
545
Oxbow Advisors
Texas
$590K -$36.8K -715 -6%
SCM
546
Schnieders Capital Management
California
$589K
Financial Engines Advisors
547
Financial Engines Advisors
California
$588K -$103 -2 -0%
HW
548
Hancock Whitney
Mississippi
$587K +$266K +5,166 +78%
SBH
549
Segall Bryant & Hamill
Illinois
$579K +$35.5K +688 +6%
SWM
550
Sendero Wealth Management
Texas
$579K +$599K +11,627 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.