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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 %
CG
651
Cutler Group
California
$401K +$401K +8,075 New
Lido Advisors
652
Lido Advisors
California
$400K -$619K -12,494 -61%
LWM
653
Laidlaw Wealth Management
New York
$400K -$217K -4,370 -35%
RMAM
654
Raab & Moskowitz Asset Management
New Jersey
$399K -$118K -2,385 -23%
VDI
655
Vaughan David Investments
Illinois
$399K – – –
SJIM
656
St. Johns Investment Management
Florida
$398K +$48.6K +978 +14%
CCFCSB
657
Cape Cod Five Cents Savings Bank
Massachusetts
$392K – – –
DAS
658
Dynamic Advisor Solutions
Arizona
$392K +$16.2K +325 +4%
CWP
659
Curated Wealth Partners
California
$391K -$69.4K -1,394 -15%
FTC
660
Farmers Trust Company
Ohio
$390K – – –
MA
661
Montag & Associates
Georgia
$387K -$59.7K -1,200 -13%
WHG
662
Westwood Holdings Group
Texas
$387K -$18.1K -363 -4%
CT
663
Cambridge Trust
Massachusetts
$387K -$4.18K -84 -1%
GW
664
GW & Wade
Massachusetts
$387K +$60.7K +1,219 +19%
MA
665
MBA Advisors
Pennsylvania
$383K -$3.24K -65 -0.8%
GFP
666
Gryphon Financial Partners
Ohio
$383K +$383K +7,691 New
SN
667
Sittner & Nelson
Oregon
$382K – – –
FFA
668
Founders Financial Alliance
North Carolina
$380K +$99.7K +2,007 +36%
HDIM
669
Hanson & Doremus Investment Management
Vermont
$379K -$45.1K -905 -11%
HL
670
HeadInvest LLC
Maine
$376K -$49.8K -1,000 -12%
AIM
671
Alhambra Investment Management
Florida
$376K – – –
KIA
672
KCM Investment Advisors
California
$373K +$59.7K +1,200 +19%
CC
673
Courier Capital
New York
$372K -$44.8K -900 -11%
LC
674
Lindbrook Capital
California
$372K +$44.3K +891 +14%
DWM
675
Drive Wealth Management
Utah
$372K +$95.4K +1,919 +35%
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