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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
VCAM
876
Van Cleef Asset Management
Ohio
$203K
ZB
877
Zions Bancorporation
Utah
$202K -$2.22K -43 -1%
MIM
878
Marco Investment Management
Georgia
$201K
PMA
879
Prudent Man Advisors
Illinois
$201K
IWA
880
Icon Wealth Advisors
Texas
$201K +$208K +4,032 New
CA
881
Cornerstone Advisory
Maryland
$200K
RCA
882
Resonant Capital Advisors
Wisconsin
$200K
UFA
883
US Financial Advisors
Massachusetts
$200K
HIA
884
Harbor Investment Advisory
Maryland
$196K
EDRH
885
Edmond de Rothschild Holding
Switzerland
$195K
BAM
886
Belpointe Asset Management
Nevada
$193K -$1.85K -36 -0.9%
TAM
887
Tucker Asset Management
Colorado
$180K +$45.1K +875 +37%
JWA
888
JFS Wealth Advisors
Pennsylvania
$171K +$16.1K +313 +10%
SCA
889
Stonebridge Capital Advisors
Minnesota
$168K +$2.37K +46 +1%
Mitsubishi UFJ Asset Management
890
Mitsubishi UFJ Asset Management
Japan
$167K -$27.2K -528 -14%
TFS
891
TrustCore Financial Services
Tennessee
$167K -$11.4K -221 -6%
HS
892
Horan Securities
United States
$165K +$12.7K +247 +8%
VCM
893
Vigilant Capital Management
Maine
$165K +$16.5K +320 +11%
PFSC
894
Peoples Financial Services Corp
Pennsylvania
$162K
Jones Financial Companies
895
Jones Financial Companies
Missouri
$162K +$206 +4 +0.1%
WTA
896
Washington Trust Advisors
Massachusetts
$161K -$31.8K -617 -16%
GWS
897
Glassman Wealth Services
Virginia
$161K -$1.03K -20 -0.6%
TF
898
Tompkins Financial
New York
$161K
UCB
899
United Community Bank
South Carolina
$150K
AW
900
Avion Wealth
Texas
$146K -$15.2K -294 -9%

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.