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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 %
IDA
826
Intelligence Driven Advisers
California
$229K +$229K +4,425 New
CFG
827
Cooper Financial Group
California
$228K -$59K -1,184 -21%
AWAP
828
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K +$99 +2 +0%
GLA
829
Good Life Advisors
Pennsylvania
$227K +$8.01K +161 +4%
CAM
830
Carret Asset Management
New York
$226K – – –
NAG
831
Northstar Advisory Group
New Jersey
$224K – – –
WT
832
Washington Trust
Rhode Island
$224K +$4.97K +100 +2%
FFA
833
First Foundation Advisors
California
$224K +$224K +4,502 New
LW
834
Linscomb Wealth
Texas
$223K -$16.6K -333 -7%
Schroder Investment Management Group
835
Schroder Investment Management Group
United Kingdom
$223K +$949 +19 +0.4%
WPC
836
Wedmont Private Capital
Pennsylvania
$221K +$99 +2 +0%
APG
837
Abacus Planning Group
South Carolina
$221K +$199 +4 +0.1%
MFG
838
Merit Financial Group
Georgia
$220K -$16.2K -325 -7%
FMP
839
Financial Management Professionals
Texas
$220K +$58.2K +1,170 +36%
RBFC
840
Roman Butler Fullerton & Co
Missouri
$219K +$756 +15 +0.3%
RWA
841
Ropes Wealth Advisors
Massachusetts
$218K -$9.96K -200 -4%
PS
842
Planned Solutions
California
$218K – – –
SF
843
Symphony Financial
Texas
$218K +$251 +5 +0.1%
IAP
844
Indie Asset Partners
Indiana
$217K – – –
GRP
845
Global Retirement Partners
California
$216K -$1.94K -35 -0.9%
PP
846
PDS Planning
Ohio
$216K +$4.82K +97 +2%
EHWM
847
Eads & Heald Wealth Management
Georgia
$216K +$216K +4,339 New
CF
848
Clarity Financial
Texas
$216K +$216K +4,340 New
TCA
849
Transcend Capital Advisors
New Jersey
$215K +$215K +4,315 New
MP
850
McDonald Partners
Ohio
$214K -$913K -18,313 -81%
32 33
34
35 36