SHEL icon

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 %
DG
576
DMC Group
Alabama
$521K +$86.2K +1,647 +20%
SW
577
SteelPeak Wealth
California
$521K +$158K +3,180 +44%
NSIM
578
North Star Investment Management
Illinois
$520K – – –
SA
579
Strategic Advisors
New York
$517K – – –
ATC
580
Argent Trust Co
Tennessee
$515K -$105K -2,103 -17%
PBT
581
Pictet Bank & Trust
Bahamas
$513K -$15.9K -320 -3%
CG
582
Caprock Group
Idaho
$499K +$51.7K +1,038 +12%
SCM
583
Shelton Capital Management
Colorado
$498K – – –
NCM
584
Northwest Capital Management
Oregon
$498K – – –
PCM
585
Parsons Capital Management
Rhode Island
$497K -$32.2K -647 -6%
EW
586
Evoke Wealth
California
$497K – – –
BTWM
587
Baker Tilly Wealth Management
Wisconsin
$496K +$16.7K +336 +3%
SC
588
Saturna Capital
Washington
$495K – – –
JGUA
589
John G. Ullman & Associates
New York
$493K – – –
PCA
590
Personal Capital Advisors
California
$493K +$245K +4,932 +99%
MHR
591
Matthew Hamilton Rosenberg
$492K +$6.37K +128 +1%
WAL
592
W Advisors LLC
Tennessee
$491K – – –
NB
593
NBT Bank
New York
$490K -$149 -3 -0%
FB
594
Fulton Bank
Pennsylvania
$490K +$490K +9,839 New
AWA
595
Arete Wealth Advisors
Illinois
$488K +$222K +4,463 +83%
SGI
596
Summit Global Investments
Utah
$485K +$485K +9,754 New
ECM
597
Estabrook Capital Management
New York
$484K – – –
SC
598
Schulhoff & Co
Ohio
$481K +$4.98K +100 +1%
Janus Henderson Group
599
Janus Henderson Group
United Kingdom
$478K – – –
CFGS
600
Concourse Financial Group Securities
Alabama
$477K +$22.6K +454 +5%
22 23
24
25 26