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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
EHWM
851
Eads & Heald Wealth Management
Georgia
$216K +$224K +4,339 New
CF
852
Clarity Financial
Texas
$216K +$224K +4,340 New
TCA
853
Transcend Capital Advisors
New Jersey
$215K +$222K +4,315 New
MP
854
McDonald Partners
Ohio
$214K -$944K -18,313 -81%
WQ
855
Wealth Quarterback
New Jersey
$214K -$1.65K -32 -0.7%
GIA
856
Gladstone Institutional Advisory
Florida
$213K +$17.4K +337 +9%
AC
857
Avestar Capital
New York
$212K -$224K -4,340 -50%
TC
858
Titleist Capital
Texas
$212K -$22.5K -437 -9%
CFS
859
CRA Financial Services
New Jersey
$212K
SWA
860
SFMG Wealth Advisors
Texas
$212K
SWMP
861
Signature Wealth Management Partners
New Jersey
$212K
SGCA
862
Steel Grove Capital Advisors
Tennessee
$212K
CAI
863
Capital Advisors Inc
Oklahoma
$212K +$5.15K +100 +2%
TH
864
TCTC Holdings
Texas
$211K
EWM
865
EPG Wealth Management
Georgia
$211K +$979 +19 +0.4%
MA
866
Mutual Advisors
Nebraska
$211K +$219K +4,243 New
BJL
867
Brighton Jones LLC
Washington
$211K +$219K +4,250 New
BFM
868
Boston Financial Management
Massachusetts
$210K -$30.9K -600 -12%
Wealth Enhancement Advisory Services
869
Wealth Enhancement Advisory Services
Minnesota
$210K +$209K +4,050 New
OPS
870
Orion Portfolio Solutions
Nebraska
$209K -$10.4K -202 -5%
BCV
871
Banque Cantonale Vaudoise
Switzerland
$209K
ACP
872
Ashfield Capital Partners
California
$208K
ACA
873
Aptus Capital Advisors
Alabama
$204K +$210K +4,081 New
SXL
874
Summit X LLC
Missouri
$204K +$214K +4,145 New
PCS
875
Personal CFO Solutions
New Jersey
$203K -$27.3K -530 -11%

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.