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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
SC
601
Schulhoff & Co
Ohio
$481K +$5.15K +100 +1%
IFG
602
Independent Financial Group
California
$481K -$5.31K -103 -1%
Janus Henderson Group
603
Janus Henderson Group
United Kingdom
$478K
CFGS
604
Concourse Financial Group Securities
Alabama
$477K +$23.4K +454 +5%
WI
605
WrapManager Inc
California
$476K -$21.3K -413 -4%
FIM
606
Fruth Investment Management
Texas
$476K
TW
607
TrinityPoint Wealth
Connecticut
$475K +$492K +9,553 New
RHDIC
608
R.H. Dinel Investment Counsel
California
$473K
BHB
609
Bank Hapoalim BM
Israel
$471K -$75.8K -1,470 -13%
SEC
610
Seven Eight Capital
New York
$470K +$486K +9,438 New
BFO
611
Boston Family Office
Massachusetts
$466K
DT
612
Diversified Trust
Tennessee
$459K -$117K -2,272 -20%
BTI
613
Blue Trust Inc
Georgia
$459K +$270K +5,237 +148%
WJWM
614
Williams Jones Wealth Management
New York
$457K -$92.7K -1,799 -16%
MCA
615
MSH Capital Advisors
Arizona
$456K
FWSM
616
First Wilshire Securities Management
California
$456K -$155K -3,000 -25%
ES
617
ETF Store
Kansas
$456K +$18.9K +367 +4%
AWM
618
Apollon Wealth Management
South Carolina
$454K +$109K +2,108 +30%
FMTC
619
Farmers & Merchants Trust Company
California
$453K
ACM
620
Argyle Capital Management
Pennsylvania
$451K +$5.15K +100 +1%
CW
621
CreativeOne Wealth
Kansas
$448K +$1.13K +22 +0.2%
IC
622
Inscription Capital
Texas
$447K -$2.65M -51,403 -85%
LWAC
623
Laurel Wealth Advisors (California)
California
$444K -$30.9K -600 -6%
1WA
624
180 Wealth Advisors
Washington
$444K +$141K +2,737 +44%
PL
625
Plancorp LLC
Missouri
$442K +$52 +1 +0%

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.