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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
WP
726
WealthSource Partners
California
$323K -$19.3K -374 -5%
BHIA
727
Birch Hill Investment Advisors
Massachusetts
$323K
4WM
728
44 Wealth Management
Oregon
$322K +$98.4K +1,909 +42%
AIA
729
AIMZ Investment Advisors
California
$321K -$5.15K -100 -2%
BMC
730
Beaton Management Company
Massachusetts
$321K
NAM
731
NTV Asset Management
West Virginia
$321K
GWM
732
Geneos Wealth Management
Colorado
$320K -$703K -13,650 -68%
PFBT
733
Parkside Financial Bank & Trust
Missouri
$318K
QI
734
Qtron Investments
Massachusetts
$317K -$369K -7,165 -53%
BBI
735
Baxter Bros Inc
Connecticut
$316K -$2.58K -50 -0.8%
WG
736
Welch Group
Alabama
$315K +$10.8K +210 +3%
EGA
737
E&G Advisors
Texas
$313K -$12.9K -250 -4%
SAMC
738
Spectrum Asset Management (California)
California
$313K
MNBTD
739
Moody National Bank Trust Division
Texas
$311K +$15.5K +300 +5%
BIM
740
Bridges Investment Management
Nebraska
$310K -$20.6K -400 -6%
HCA
741
Harbour Capital Advisors
Virginia
$307K -$5.15K -100 -2%
BCP
742
Berkeley Capital Partners
Georgia
$306K +$52 +1 +0%
WA
743
Wambolt & Associates
Colorado
$306K +$99.2K +1,925 +46%
PWLP
744
Prio Wealth Limited Partnership
Massachusetts
$305K
HVIA
745
Hudson Valley Investment Advisors
New York
$305K -$10.3K -200 -3%
AT
746
Arvest Trust
Oklahoma
$304K +$314K +6,101 New
HA
747
Hamel Associates
New Jersey
$302K
IAMOG
748
Investors Asset Management of Georgia
Georgia
$300K
PA
749
Probity Advisors
Texas
$300K +$45.3K +879 +17%
AAIM
750
Asset Advisors Investment Management
Georgia
$299K

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.