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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 %
AC
701
Avant Capital
Louisiana
$343K – – –
RSWM
702
Robertson Stephens Wealth Management
California
$341K – – –
GCMG
703
Gyroscope Capital Management Group
Florida
$341K +$341K +6,849 New
OWA
704
One Wealth Advisors
California
$340K +$1.64K +33 +0.5%
CIAS
705
Capital Investment Advisory Services
North Carolina
$338K +$349 +7 +0.1%
EW
706
Element Wealth
Mississippi
$337K +$4.38K +88 +1%
SMC
707
Smith, Moore & Co
Missouri
$337K +$16.5K +331 +5%
AF
708
Apexium Financial
Texas
$335K +$335K +6,736 New
RIL
709
Rothschild Investment LLC
Illinois
$334K -$70.2K -1,411 -17%
BCMLT
710
Beacon Capital Management LLC (Tennessee)
Tennessee
$334K -$14.5K -278 -4%
IP
711
Ignite Planners
California
$334K +$334K +6,395 New
RCAG
712
Rehmann Capital Advisory Group
Michigan
$333K -$11.5K -232 -3%
LNB
713
Ledyard National Bank
$332K -$25K -503 -7%
FWP
714
FAS Wealth Partners
Kansas
$331K +$20.4K +410 +7%
GS
715
Gagnon Securities
New York
$328K – – –
FMWA
716
Forvis Mazars Wealth Advisors
Missouri
$328K +$2.69K +54 +0.8%
IIM
717
InTrack Investment Management
Vermont
$327K +$5.58K +112 +2%
AOWM
718
Alpha Omega Wealth Management
Virginia
$326K – – –
NL
719
NWAM LLC
Washington
$325K -$136K -2,727 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
720
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$323K -$10.1M -203,800 -97%
SQA
721
Simon Quick Advisors
New Jersey
$323K -$40.5K -814 -11%
WP
722
WealthSource Partners
California
$323K -$18.6K -374 -5%
BHIA
723
Birch Hill Investment Advisors
Massachusetts
$323K – – –
4WM
724
44 Wealth Management
Oregon
$322K +$94.9K +1,909 +42%
AIA
725
AIMZ Investment Advisors
California
$321K -$4.98K -100 -2%
27 28
29
30 31