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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
KIA
676
KCM Investment Advisors
California
$373K +$61.8K +1,200 +19%
CC
677
Courier Capital
New York
$372K -$46.4K -900 -11%
LC
678
Lindbrook Capital
California
$372K +$45.9K +891 +14%
DWM
679
Drive Wealth Management
Utah
$372K +$98.9K +1,919 +35%
SP
680
Successful Portfolios
Florida
$369K +$1.03K +20 +0.3%
SFWA
681
Summit Financial Wealth Advisors
Louisiana
$367K -$43.9K -852 -12%
CAM
682
Cozad Asset Management
Illinois
$365K -$32.1K -622 -8%
BAM
683
Berkshire Asset Management
Pennsylvania
$365K -$1.29K -25 -0.3%
TW
684
Transform Wealth
Colorado
$364K -$63.6K -1,234 -14%
CGA
685
Crescent Grove Advisors
Illinois
$364K +$377K +7,308 New
BPCE
686
Bank Pictet & Cie (Europe)
Germany
$363K
WOC
687
West Oak Capital
California
$363K
FHA
688
Flagship Harbor Advisors
Massachusetts
$363K +$72.1K +1,400 +24%
NFC
689
Northeast Financial Consultants
Connecticut
$361K
EP
690
Eudaimonia Partners
Tennessee
$360K -$97.1K -1,885 -21%
SIG
691
Stonegate Investment Group
Alabama
$360K -$3.5K -68 -0.9%
CPA
692
Cardiff Park Advisors
California
$358K +$2.89K +56 +0.8%
AIM
693
Anchor Investment Management
South Carolina
$357K
SCM
694
Stonebridge Capital Management
California
$354K -$31.1K -603 -8%
JWCA
695
J.W. Cole Advisors
Florida
$354K +$34.3K +666 +10%
SBIA
696
Sheaff Brock Investment Advisors
Indiana
$353K +$128K +2,482 +54%
SFG
697
Summit Financial Group
West Virginia
$351K -$1.55K -30 -0.4%
FNT
698
First National Trust
Pennsylvania
$351K +$3.76K +73 +1%
RPC
699
Rossmore Private Capital
Connecticut
$350K
SFG
700
StrategIQ Financial Group
Indiana
$349K -$5.15K -100 -1%

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.