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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
$593M
3
OAG
Orbis Allan Gray
Bermuda
$558M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$999M
5
SI
Standard Investments
New York
$157M

Top Sellers

1
PC
PointState Capital
New York
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$473M
3
Goldman Sachs
Goldman Sachs
New York
$267M
4
Optiver Holding
Optiver Holding
Netherlands
$5.87M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
801
City Holding Co
West Virginia
$244K -$29K -583 -11%
KP
802
Keel Point
Alabama
$244K +$21.5K +432 +10%
MWM
803
Mattern Wealth Management
Kansas
$244K +$24.9K +500 +11%
BA
804
Ballew Advisors
Mississippi
$243K +$205 +4 +0.1%
BFPW
805
BOK Financial Private Wealth
Colorado
$243K +$141K +2,837 +139%
FRM
806
Fox Run Management
Connecticut
$243K +$243K +4,880 New
SAIG
807
Semper Augustus Investments Group
Colorado
$242K – – –
AB
808
Atlas Brown
Kentucky
$241K +$2.64K +53 +1%
GEA
809
Glen Eagle Advisors
New Jersey
$240K +$22K +443 +10%
SWM
810
Silverlake Wealth Management
Vermont
$240K – – –
BAM
811
Brave Asset Management
New Jersey
$239K – – –
DSC
812
Duncker Streett & Co
Missouri
$238K -$13.9K -279 -6%
JWCA
813
J.W. Coons Advisors
Ohio
$238K -$50 -1 -0%
MWM
814
Modera Wealth Management
New Jersey
$238K +$12K +241 +5%
BBW
815
Blue Barn Wealth
Utah
$238K +$42.3K +852 +22%
GLLW
816
Graves Light Lenhart Wealth
Virginia
$237K – – –
MSAM
817
Moloney Securities Asset Management
Missouri
$235K +$16.7K +336 +8%
IB
818
Intrust Bank
Kansas
$235K +$235K +4,704 New
IWM
819
IHT Wealth Management
Illinois
$235K +$235K +4,732 New
CC
820
Chicago Capital
Illinois
$234K – – –
BFA
821
Bill Few Associates
Pennsylvania
$233K +$4.97K +100 +2%
GIP
822
Granite Investment Partners
California
$232K – – –
BSW
823
Buckingham Strategic Wealth
Missouri
$231K -$35.9K -721 -13%
HI
824
Hudock Inc
Pennsylvania
$231K +$2.04K +41 +0.9%
RGF
825
Retirement Guys Formula
Ohio
$230K +$230K +4,190 New
31 32
33
34 35