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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 %
WQ
851
Wealth Quarterback
New Jersey
$214K -$1.59K -32 -0.7%
GIA
852
Gladstone Institutional Advisory
Florida
$213K +$16.8K +337 +9%
AC
853
Avestar Capital
New York
$212K -$216K -4,340 -50%
TC
854
Titleist Capital
Texas
$212K -$21.7K -437 -9%
SWA
855
SFMG Wealth Advisors
Texas
$212K – – –
CFS
856
CRA Financial Services
New Jersey
$212K – – –
SWMP
857
Signature Wealth Management Partners
New Jersey
$212K – – –
SGCA
858
Steel Grove Capital Advisors
Tennessee
$212K – – –
CAI
859
Capital Advisors Inc
Oklahoma
$212K +$5.05K +100 +2%
TH
860
TCTC Holdings
Texas
$211K – – –
EWM
861
EPG Wealth Management
Georgia
$211K +$945 +19 +0.4%
MA
862
Mutual Advisors
Nebraska
$211K +$211K +4,243 New
BJL
863
Brighton Jones LLC
Washington
$211K +$211K +4,250 New
BFM
864
Boston Financial Management
Massachusetts
$210K -$29.9K -600 -12%
Wealth Enhancement Advisory Services
865
Wealth Enhancement Advisory Services
Minnesota
$210K +$210K +4,050 New
OPS
866
Orion Portfolio Solutions
Nebraska
$209K -$10.1K -202 -5%
BCV
867
Banque Cantonale Vaudoise
Switzerland
$209K – – –
ACP
868
Ashfield Capital Partners
California
$208K – – –
ACA
869
Aptus Capital Advisors
Alabama
$204K +$204K +4,081 New
SXL
870
Summit X LLC
Missouri
$204K +$204K +4,145 New
PCS
871
Personal CFO Solutions
New Jersey
$203K -$26.4K -530 -11%
VCAM
872
Van Cleef Asset Management
Ohio
$203K – – –
ZB
873
Zions Bancorporation
Utah
$202K -$2.14K -43 -1%
MIM
874
Marco Investment Management
Georgia
$201K – – –
PMA
875
Prudent Man Advisors
Illinois
$201K – – –
33 34
35
36 37