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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
PWPS
576
Pinnacle Wealth Planning Services
Ohio
$530K -$63.3K -1,229 -10%
FWM
577
Forefront Wealth Management
Pennsylvania
$528K +$258 +5 +0%
SI
578
Saxon Interests
Texas
$522K
DG
579
DMC Group
Alabama
$521K +$84.9K +1,647 +20%
SW
580
SteelPeak Wealth
California
$521K +$164K +3,180 +44%
NSIM
581
North Star Investment Management
Illinois
$520K
SA
582
Strategic Advisors
New York
$517K
ATC
583
Argent Trust Co
Tennessee
$515K -$108K -2,103 -17%
PBT
584
Pictet Bank & Trust
Bahamas
$513K -$16.5K -320 -3%
CG
585
Caprock Group
Idaho
$499K +$53.5K +1,038 +12%
NCM
586
Northwest Capital Management
Oregon
$498K
SCM
587
Shelton Capital Management
Colorado
$498K
PCM
588
Parsons Capital Management
Rhode Island
$497K -$33.3K -647 -6%
EW
589
Evoke Wealth
California
$497K
BTWM
590
Baker Tilly Wealth Management
Wisconsin
$496K +$17.3K +336 +3%
SC
591
Saturna Capital
Washington
$495K
JGUA
592
John G. Ullman & Associates
New York
$493K
PCA
593
Personal Capital Advisors
California
$493K +$254K +4,932 +99%
MHR
594
Matthew Hamilton Rosenberg
$492K +$6.6K +128 +1%
WAL
595
W Advisors LLC
Tennessee
$491K
NB
596
NBT Bank
New York
$490K -$155 -3 -0%
FB
597
Fulton Bank
Pennsylvania
$490K +$507K +9,839 New
AWA
598
Arete Wealth Advisors
Illinois
$488K +$230K +4,463 +83%
SGI
599
Summit Global Investments
Utah
$485K +$503K +9,754 New
ECM
600
Estabrook Capital Management
New York
$484K

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.