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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
GIP
826
Granite Investment Partners
California
$232K
BSW
827
Buckingham Strategic Wealth
Missouri
$231K -$37.2K -721 -13%
HI
828
Hudock Inc
Pennsylvania
$231K +$2.11K +41 +0.9%
RGF
829
Retirement Guys Formula
Ohio
$230K +$216K +4,190 New
IDA
830
Intelligence Driven Advisers
California
$229K +$228K +4,425 New
CFG
831
Cooper Financial Group
California
$228K -$61K -1,184 -21%
AWAP
832
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K +$103 +2 +0%
GLA
833
Good Life Advisors
Pennsylvania
$227K +$8.3K +161 +4%
CAM
834
Carret Asset Management
New York
$226K
NAG
835
Northstar Advisory Group
New Jersey
$224K
WT
836
Washington Trust
Rhode Island
$224K +$5.15K +100 +2%
FFA
837
First Foundation Advisors
California
$224K +$232K +4,502 New
LW
838
Linscomb Wealth
Texas
$223K -$17.2K -333 -7%
Schroder Investment Management Group
839
Schroder Investment Management Group
United Kingdom
$223K +$979 +19 +0.4%
WPC
840
Wedmont Private Capital
Pennsylvania
$221K +$103 +2 +0%
APG
841
Abacus Planning Group
South Carolina
$221K +$206 +4 +0.1%
MFG
842
Merit Financial Group
Georgia
$220K -$16.7K -325 -7%
FMP
843
Financial Management Professionals
Texas
$220K +$60.3K +1,170 +36%
RBFC
844
Roman Butler Fullerton & Co
Missouri
$219K +$773 +15 +0.3%
RWA
845
Ropes Wealth Advisors
Massachusetts
$218K -$10.3K -200 -4%
PS
846
Planned Solutions
California
$218K
SF
847
Symphony Financial
Texas
$218K +$258 +5 +0.1%
IAP
848
Indie Asset Partners
Indiana
$217K
GRP
849
Global Retirement Partners
California
$216K -$1.8K -35 -0.9%
PP
850
PDS Planning
Ohio
$216K +$5K +97 +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.