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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
EIC
51
Equity Investment Corp
Georgia
$46.1M +$1.16M +22,600 +3%
SAM
52
Silvercrest Asset Management
New York
$45.5M +$1.33M +25,729 +3%
American Century Companies
53
American Century Companies
Missouri
$44.6M +$2.29M +44,451 +5%
TRSOTSOK
54
Teachers Retirement System of the State of Kentucky
Kentucky
$43.8M +$45.3M +879,870 New
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$42.3M -$12.8M -247,900 -23%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$41.6M +$19.5M +378,902 +83%
AllianceBernstein
57
AllianceBernstein
Tennessee
$41.6M -$93.4K -1,813 -0.2%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$41.2M -$898K -17,423 -2%
BIP
59
Brandes Investment Partners
California
$40.1M +$9.81M +190,334 +31%
SGDR
60
SPX Gestao de Recursos
Brazil
$39.9M +$2.1M +40,712 +5%
RJA
61
Raymond James & Associates
Florida
$39.8M -$348K -6,745 -0.8%
Amundi
62
Amundi
France
$39.5M -$2.98M -57,857 -7%
MIM
63
Merewether Investment Management
Texas
$37.3M +$10.6M +204,856 +38%
Artisan Partners
64
Artisan Partners
Wisconsin
$37.1M -$7.49M -145,375 -16%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$35.7M +$5.45M +105,858 +17%
PAMS
66
Pictet Asset Management (Switzerland)
Switzerland
$33.3M +$26.2M +508,257 +317%
EIP
67
Energy Income Partners
Connecticut
$30.6M +$876K +17,000 +3%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$29.1M -$87.1M -1,690,000 -74%
PDM
69
Penn Davis McFarland
Texas
$28.4M +$317K +6,150 +1%
NSLI
70
Nan Shan Life Insurance
Taiwan
$27.7M -$4.12K -80 -0%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$27.2M -$471K -9,146 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
72
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.1M -$28.3M -548,900 -50%
Fayez Sarofim & Co
73
Fayez Sarofim & Co
Texas
$26.9M -$479K -9,287 -2%
Jennison Associates
74
Jennison Associates
New York
$26.6M -$3.8M -73,709 -12%
Connor, Clark & Lunn Investment Management (CC&L)
75
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$26M +$25.1M +486,826 +1,333%

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.