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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 %
ST
551
Smithfield Trust
Pennsylvania
$575K +$575K +11,507 New
IRC
552
Investors Research Corp
Georgia
$574K +$2.44K +49 +0.4%
RBC
553
Romano Brothers & Co
Illinois
$571K +$571K +11,468 New
LI
554
LMCG Investments
Massachusetts
$570K -$228K -4,575 -29%
DF
555
Donoghue Forlines
Massachusetts
$566K -$801K -16,085 -59%
HT
556
HAP Trading
New York
$565K -$588K -11,825 -51%
Lazard Asset Management
557
Lazard Asset Management
New York
$565K – – –
9WM
558
9258 Wealth Management
Ohio
$562K -$3.08K -62 -0.5%
HJIM
559
Henry James International Management
New York
$561K – – –
BFS
560
Bradley Foster & Sargent
Connecticut
$554K +$26.2K +526 +5%
KA
561
Kozak & Associates
Colorado
$552K – – –
IAA
562
Ironsides Asset Advisors
North Carolina
$552K – – –
PWW
563
Pettyjohn Wood & White
Virginia
$550K +$550K +11,050 New
IAIM
564
International Assets Investment Management
Florida
$545K +$48K +964 +10%
DWM
565
Dorchester Wealth Management
Quebec, Canada
$539K -$48.5K -975 -8%
CIA
566
Capital Investment Advisors
Georgia
$538K -$10.7K -215 -2%
WANY
567
Wealthspire Advisors (New York)
New York
$537K +$126K +2,538 +31%
HSBC Holdings
568
HSBC Holdings
United Kingdom
$536K -$470K -9,426 -47%
PCIA
569
Prime Capital Investment Advisors
Kansas
$535K +$320K +6,438 +149%
SS
570
Sunbelt Securities
Texas
$534K +$14K +282 +3%
ECA
571
Elevated Capital Advisors
Utah
$533K +$533K +10,706 New
CAM
572
Cresset Asset Management
Illinois
$531K +$237K +4,760 +81%
PWPS
573
Pinnacle Wealth Planning Services
Ohio
$530K -$61.1K -1,229 -10%
FWM
574
Forefront Wealth Management
Pennsylvania
$528K +$249 +5 +0%
SI
575
Saxon Interests
Texas
$522K – – –
21 22
23
24 25