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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 %
RSVP
626
Ramsay Stattman Vela & Price
Colorado
$440K – – –
SAMT
627
Select Asset Management & Trust
Pennsylvania
$439K – – –
HIP
628
Harrell Investment Partners
Texas
$437K +$4.08K +82 +0.9%
VCA
629
Verdence Capital Advisors
Maryland
$436K +$19.6K +393 +5%
YWP
630
YorkBridge Wealth Partners
New York
$436K +$21.5K +431 +5%
AWA
631
Arkadios Wealth Advisors
Georgia
$434K +$76.2K +1,533 +21%
AFP
632
Ausdal Financial Partners
Iowa
$433K +$298 +6 +0.1%
IAN
633
Integrated Advisors Network
Texas
$431K -$4.27M -85,882 -91%
SIP
634
Stoneridge Investment Partners
Pennsylvania
$431K -$146K -2,941 -25%
ACA
635
Atlas Capital Advisors
Wyoming
$430K -$22.8K -459 -5%
BWAM
636
Boyd Watterson Asset Management
Ohio
$429K – – –
JCM
637
Jacobi Capital Management
Pennsylvania
$422K +$2.04K +41 +0.5%
ADMI
638
Albert D. Mason Inc
Massachusetts
$421K +$7.96K +160 +2%
RC
639
RegentAtlantic Capital
New Jersey
$417K -$3.33K -67 -0.8%
BBA
640
BLB&B Advisors
Pennsylvania
$417K – – –
PFP
641
Pinnacle Financial Partners
Tennessee
$417K +$417K +8,378 New
WF
642
Welch & Forbes
Massachusetts
$416K -$9.96K -200 -2%
PTC
643
Philadelphia Trust Company
Pennsylvania
$415K +$18.6K +375 +5%
GC
644
Grimes & Company
Massachusetts
$414K +$299 +6 +0.1%
GCM
645
Gables Capital Management
Florida
$410K -$24.9K -500 -6%
IGWM
646
ICA Group Wealth Management
Colorado
$409K +$25.2K +506 +7%
AWA
647
Aaron Wealth Advisors
Illinois
$409K +$409K +8,214 New
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$407K +$407K +8,179 New
CRC
649
Curi RMB Capital
Illinois
$406K -$54.5K -1,094 -12%
SFO
650
Stokes Family Office
Louisiana
$403K +$27.4K +551 +7%
24 25
26
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