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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
CAM
701
Cubic Asset Management
Massachusetts
$348K
I2I
702
Insight 2811 Inc
Illinois
$346K
WDL
703
Well Done LLC
Michigan
$345K -$52 -1 -0%
AC
704
Avant Capital
Louisiana
$343K
Credit Agricole
705
Credit Agricole
France
$343K
RSWM
706
Robertson Stephens Wealth Management
California
$341K
GCMG
707
Gyroscope Capital Management Group
Florida
$341K +$353K +6,849 New
OWA
708
One Wealth Advisors
California
$340K +$1.7K +33 +0.5%
CIAS
709
Capital Investment Advisory Services
North Carolina
$338K +$361 +7 +0.1%
EW
710
Element Wealth
Mississippi
$337K +$4.54K +88 +1%
SMC
711
Smith, Moore & Co
Missouri
$337K +$17.1K +331 +5%
AF
712
Apexium Financial
Texas
$335K +$347K +6,736 New
RIL
713
Rothschild Investment LLC
Illinois
$334K -$72.7K -1,411 -17%
BCMLT
714
Beacon Capital Management LLC (Tennessee)
Tennessee
$334K -$14.3K -278 -4%
IP
715
Ignite Planners
California
$334K +$330K +6,395 New
RCAG
716
Rehmann Capital Advisory Group
Michigan
$333K -$12K -232 -3%
LNB
717
Ledyard National Bank
$332K -$25.9K -503 -7%
FWP
718
FAS Wealth Partners
Kansas
$331K +$21.1K +410 +7%
GS
719
Gagnon Securities
New York
$328K
FMWA
720
Forvis Mazars Wealth Advisors
Missouri
$328K +$2.78K +54 +0.8%
IIM
721
InTrack Investment Management
Vermont
$327K +$5.77K +112 +2%
AOWM
722
Alpha Omega Wealth Management
Virginia
$326K
NL
723
NWAM LLC
Washington
$325K -$141K -2,727 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
724
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$323K -$10.5M -203,800 -97%
SQA
725
Simon Quick Advisors
New Jersey
$323K -$41.9K -814 -11%

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.