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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
AS
751
Altshuler Shaham
Israel
$299K +$309K +6,000 New
ARMT
752
Amica Retiree Medical Trust
Rhode Island
$298K
AWS
753
Arkfeld Wealth Strategies
Nebraska
$298K
SIMG
754
Sonora Investment Management Group
Arizona
$298K
SDAM
755
Shulman DeMeo Asset Management
New York
$296K
TCB
756
Texas Capital Bancshares
Texas
$295K -$515 -10 -0.2%
BIP
757
Blueprint Investment Partners
North Carolina
$295K +$46.7K +906 +18%
AWM
758
Aries Wealth Management
Maine
$294K +$3.09K +60 +1%
IBOK
759
Independence Bank of Kentucky
Kentucky
$294K +$304K +5,905 New
HJGA
760
Hardman Johnston Global Advisors
Connecticut
$289K
SC
761
Sawyer & Company
Massachusetts
$289K
BFEC
762
Benjamin F. Edwards & Company
Missouri
$289K +$48.1K +934 +19%
PAM
763
Private Asset Management
California
$286K
AUB
764
Atlantic Union Bankshares
Virginia
$285K
CCG
765
Chatham Capital Group
Georgia
$284K
SCP
766
Syntal Capital Partners
Texas
$283K +$2.73K +53 +0.9%
NIM
767
Northeast Investment Management
Massachusetts
$282K
CC
768
Cadinha & Co
Hawaii
$281K -$14M -272,512 -98%
SPP
769
Single Point Partners
Massachusetts
$281K +$291K +5,641 New
KC
770
Kenfarb & Co
Kentucky
$279K -$25.8K -500 -8%
LI
771
Lafayette Investments
Maryland
$278K
HH
772
Hilltop Holdings
Texas
$277K -$17.2K -334 -6%
PSP
773
Principal Street Partners
Tennessee
$277K
RCC
774
Red Cedar Capital
Nebraska
$276K -$14K -272 -5%
HI
775
Harbour Investments
Wisconsin
$276K

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.