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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 %
SAA
776
Southeast Asset Advisors
Georgia
$269K – – –
AF
777
Allworth Financial
California
$267K -$23.4K -469 -8%
WHC
778
Wulff, Hansen & Co
California
$267K – – –
P
779
&Partners
Tennessee
$267K +$10.9K +219 +4%
NGA
780
Naples Global Advisors
Florida
$266K -$9.96K -200 -4%
XS
781
XR Securities
Illinois
$266K +$266K +5,337 New
GSB
782
Greenfield Savings Bank
Massachusetts
$264K – – –
SFG
783
SevenBridge Financial Group
Pennsylvania
$264K – – –
FNBOH
784
First National Bank of Hutchinson
Kansas
$264K +$4.43K +89 +2%
BCP
785
Blue Chip Partners
Michigan
$263K +$6.12K +123 +2%
PCMK
786
Paragon Capital Management (Kansas)
Kansas
$260K – – –
LWAM
787
Legacy Wealth Asset Management
Minnesota
$259K -$1.19M -23,850 -82%
TIM
788
Tevis Investment Management
Texas
$259K +$36K +724 +16%
CWS
789
Confluence Wealth Services
Pennsylvania
$257K -$46.1K -927 -15%
FW
790
FirstPurpose Wealth
Utah
$256K +$17K +341 +7%
LNC
791
Lincoln National Corp
Pennsylvania
$256K +$24.1K +484 +10%
WDC
792
Woodward Diversified Capital
California
$255K -$56.6K -1,136 -18%
OC
793
Oakworth Capital
Alabama
$255K – – –
Thrivent Financial for Lutherans
794
Thrivent Financial for Lutherans
Minnesota
$254K +$56.6K +1,130 +29%
AR
795
Apeiron RIA
Texas
$253K -$2.49K -50 -1%
MGIA
796
Matthew Goff Investment Advisor
Texas
$251K – – –
PP
797
Patten & Patten
Tennessee
$247K -$52.3K -1,050 -17%
QP
798
Quilter Plc
United Kingdom
$247K – – –
TYCC
799
Texas Yale Capital Corp
Florida
$246K – – –
SWM
800
Spire Wealth Management
Virginia
$245K -$117K -2,361 -32%
30 31
32
33 34