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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 %
SP
676
Successful Portfolios
Florida
$369K +$996 +20 +0.3%
SFWA
677
Summit Financial Wealth Advisors
Louisiana
$367K -$47.7K -852 -12%
CAM
678
Cozad Asset Management
Illinois
$365K -$31K -622 -8%
BAM
679
Berkshire Asset Management
Pennsylvania
$365K -$1.25K -25 -0.3%
TW
680
Transform Wealth
Colorado
$364K -$61.4K -1,234 -14%
CGA
681
Crescent Grove Advisors
Illinois
$364K +$364K +7,308 New
BPCE
682
Bank Pictet & Cie (Europe)
Germany
$363K – – –
WOC
683
West Oak Capital
California
$363K – – –
FHA
684
Flagship Harbor Advisors
Massachusetts
$363K +$69.7K +1,400 +24%
NFC
685
Northeast Financial Consultants
Connecticut
$361K – – –
EP
686
Eudaimonia Partners
Tennessee
$360K -$93.8K -1,885 -21%
SIG
687
Stonegate Investment Group
Alabama
$360K -$3.38K -68 -0.9%
CPA
688
Cardiff Park Advisors
California
$358K +$2.79K +56 +0.8%
AIM
689
Anchor Investment Management
South Carolina
$357K – – –
SCM
690
Stonebridge Capital Management
California
$354K -$30K -603 -8%
JWCA
691
J.W. Cole Advisors
Florida
$354K +$33.2K +666 +10%
SBIA
692
Sheaff Brock Investment Advisors
Indiana
$353K +$123K +2,482 +54%
SFG
693
Summit Financial Group
West Virginia
$351K -$1.49K -30 -0.4%
FNT
694
First National Trust
Pennsylvania
$351K +$3.64K +73 +1%
RPC
695
Rossmore Private Capital
Connecticut
$350K – – –
SFG
696
StrategIQ Financial Group
Indiana
$349K -$4.97K -100 -1%
CAM
697
Cubic Asset Management
Massachusetts
$348K – – –
I2I
698
Insight 2811 Inc
Illinois
$346K – – –
WDL
699
Well Done LLC
Michigan
$345K -$50 -1 -0%
Credit Agricole
700
Credit Agricole
France
$343K – – –
26 27
28
29 30