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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
Vontobel Holding
551
Vontobel Holding
Switzerland
$578K -$143K -2,780 -19%
MG
552
Mather Group
Illinois
$576K -$7.83K -152 -1%
ST
553
Smithfield Trust
Pennsylvania
$575K +$593K +11,507 New
IRC
554
Investors Research Corp
Georgia
$574K +$2.52K +49 +0.4%
HC
555
Henshaw Capital
Massachusetts
$572K -$173K -3,353 -23%
RBC
556
Romano Brothers & Co
Illinois
$571K +$591K +11,468 New
LI
557
LMCG Investments
Massachusetts
$570K -$236K -4,575 -29%
DF
558
Donoghue Forlines
Massachusetts
$566K -$829K -16,085 -59%
HT
559
HAP Trading
New York
$565K -$609K -11,825 -51%
Lazard Asset Management
560
Lazard Asset Management
New York
$565K
9WM
561
9258 Wealth Management
Ohio
$562K -$3.19K -62 -0.5%
HJIM
562
Henry James International Management
New York
$561K
BFS
563
Bradley Foster & Sargent
Connecticut
$554K +$27.1K +526 +5%
IAA
564
Ironsides Asset Advisors
North Carolina
$552K
KA
565
Kozak & Associates
Colorado
$552K
PWW
566
Pettyjohn Wood & White
Virginia
$550K +$569K +11,050 New
IAIM
567
International Assets Investment Management
Florida
$545K +$49.7K +964 +10%
DWM
568
Dorchester Wealth Management
Quebec, Canada
$539K -$50.2K -975 -8%
CIA
569
Capital Investment Advisors
Georgia
$538K -$11.1K -215 -2%
WANY
570
Wealthspire Advisors (New York)
New York
$537K +$131K +2,538 +31%
HSBC Holdings
571
HSBC Holdings
United Kingdom
$536K -$486K -9,426 -47%
PCIA
572
Prime Capital Investment Advisors
Kansas
$535K +$332K +6,438 +149%
SS
573
Sunbelt Securities
Texas
$534K +$14.5K +282 +3%
ECA
574
Elevated Capital Advisors
Utah
$533K +$552K +10,706 New
CAM
575
Cresset Asset Management
Illinois
$531K +$245K +4,760 +81%

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.