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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
AWA
651
Aaron Wealth Advisors
Illinois
$409K +$423K +8,214 New
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$407K +$421K +8,179 New
CRC
653
Curi RMB Capital
Illinois
$406K -$56.4K -1,094 -12%
SFO
654
Stokes Family Office
Louisiana
$403K +$28.4K +551 +7%
CG
655
Cutler Group
California
$401K +$416K +8,075 New
Lido Advisors
656
Lido Advisors
California
$400K -$644K -12,494 -61%
LWM
657
Laidlaw Wealth Management
New York
$400K -$225K -4,370 -35%
RMAM
658
Raab & Moskowitz Asset Management
New Jersey
$399K -$123K -2,385 -23%
VDI
659
Vaughan David Investments
Illinois
$399K
SJIM
660
St. Johns Investment Management
Florida
$398K +$50.4K +978 +14%
CCFCSB
661
Cape Cod Five Cents Savings Bank
Massachusetts
$392K
DAS
662
Dynamic Advisor Solutions
Arizona
$392K +$16.7K +325 +4%
CWP
663
Curated Wealth Partners
California
$391K -$71.8K -1,394 -15%
FTC
664
Farmers Trust Company
Ohio
$390K
MA
665
Montag & Associates
Georgia
$387K -$61.8K -1,200 -13%
WHG
666
Westwood Holdings Group
Texas
$387K -$18.7K -363 -4%
CT
667
Cambridge Trust
Massachusetts
$387K -$4.33K -84 -1%
GW
668
GW & Wade
Massachusetts
$387K +$62.8K +1,219 +19%
MA
669
MBA Advisors
Pennsylvania
$383K -$3.35K -65 -0.8%
GFP
670
Gryphon Financial Partners
Ohio
$383K +$396K +7,691 New
SN
671
Sittner & Nelson
Oregon
$382K
FFA
672
Founders Financial Alliance
North Carolina
$380K +$103K +2,007 +36%
HDIM
673
Hanson & Doremus Investment Management
Vermont
$379K -$46.6K -905 -11%
HL
674
HeadInvest LLC
Maine
$376K -$51.5K -1,000 -12%
AIM
675
Alhambra Investment Management
Florida
$376K

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.