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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
PP
801
Patten & Patten
Tennessee
$247K -$54.1K -1,050 -17%
QP
802
Quilter Plc
United Kingdom
$247K
TYCC
803
Texas Yale Capital Corp
Florida
$246K
SWM
804
Spire Wealth Management
Virginia
$245K -$122K -2,361 -32%
CHC
805
City Holding Co
West Virginia
$244K -$30K -583 -11%
KP
806
Keel Point
Alabama
$244K +$22.3K +432 +10%
MWM
807
Mattern Wealth Management
Kansas
$244K +$25.8K +500 +11%
BA
808
Ballew Advisors
Mississippi
$243K +$206 +4 +0.1%
BFPW
809
BOK Financial Private Wealth
Colorado
$243K +$146K +2,837 +139%
FRM
810
Fox Run Management
Connecticut
$243K +$251K +4,880 New
SAIG
811
Semper Augustus Investments Group
Colorado
$242K
AB
812
Atlas Brown
Kentucky
$241K +$2.73K +53 +1%
GEA
813
Glen Eagle Advisors
New Jersey
$240K +$22.8K +443 +10%
SWM
814
Silverlake Wealth Management
Vermont
$240K
BAM
815
Brave Asset Management
New Jersey
$239K
DSC
816
Duncker Streett & Co
Missouri
$238K -$14.4K -279 -6%
JWCA
817
J.W. Coons Advisors
Ohio
$238K -$52 -1 -0%
MWM
818
Modera Wealth Management
New Jersey
$238K +$12.4K +241 +5%
BBW
819
Blue Barn Wealth
Utah
$238K +$43.9K +852 +22%
GLLW
820
Graves Light Lenhart Wealth
Virginia
$237K
MSAM
821
Moloney Securities Asset Management
Missouri
$235K +$17.3K +336 +8%
IB
822
Intrust Bank
Kansas
$235K +$242K +4,704 New
IWM
823
IHT Wealth Management
Illinois
$235K +$244K +4,732 New
CC
824
Chicago Capital
Illinois
$234K
BFA
825
Bill Few Associates
Pennsylvania
$233K +$5.15K +100 +2%

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.