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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 %
WI
601
WrapManager Inc
California
$476K -$20.5K -413 -4%
FIM
602
Fruth Investment Management
Texas
$476K – – –
TW
603
TrinityPoint Wealth
Connecticut
$475K +$475K +9,553 New
RHDIC
604
R.H. Dinel Investment Counsel
California
$473K – – –
BHB
605
Bank Hapoalim BM
Israel
$471K -$73.1K -1,470 -13%
SEC
606
Seven Eight Capital
New York
$470K +$470K +9,438 New
BFO
607
Boston Family Office
Massachusetts
$466K – – –
DT
608
Diversified Trust
Tennessee
$459K -$113K -2,272 -20%
BTI
609
Blue Trust Inc
Georgia
$459K +$274K +5,237 +148%
WJWM
610
Williams Jones Wealth Management
New York
$457K -$89.5K -1,799 -16%
MCA
611
MSH Capital Advisors
Arizona
$456K – – –
FWSM
612
First Wilshire Securities Management
California
$456K -$149K -3,000 -25%
ES
613
ETF Store
Kansas
$456K +$18.3K +367 +4%
AWM
614
Apollon Wealth Management
South Carolina
$454K +$105K +2,108 +30%
FMTC
615
Farmers & Merchants Trust Company
California
$453K – – –
ACM
616
Argyle Capital Management
Pennsylvania
$451K +$4.97K +100 +1%
CW
617
CreativeOne Wealth
Kansas
$448K +$1.1K +22 +0.2%
IC
618
Inscription Capital
Texas
$447K -$2.56M -51,403 -85%
LWAC
619
Laurel Wealth Advisors (California)
California
$444K -$29.9K -600 -6%
1WA
620
180 Wealth Advisors
Washington
$444K +$136K +2,737 +44%
PL
621
Plancorp LLC
Missouri
$442K +$50 +1 +0%
Toronto Dominion Bank
622
Toronto Dominion Bank
Ontario, Canada
$442K +$282K +5,686 +175%
LFA
623
Legacy Financial Advisors
Kentucky
$441K +$75.5K +1,519 +21%
GI
624
Gradient Investments
Minnesota
$440K -$33.3K -670 -7%
RSVP
625
Ramsay Stattman Vela & Price
Colorado
$440K – – –
23 24
25
26 27