SHEL icon

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 %
IWA
876
Icon Wealth Advisors
Texas
$201K +$201K +4,032 New
UFA
877
US Financial Advisors
Massachusetts
$200K – – –
CA
878
Cornerstone Advisory
Maryland
$200K – – –
RCA
879
Resonant Capital Advisors
Wisconsin
$200K – – –
HIA
880
Harbor Investment Advisory
Maryland
$196K – – –
EDRH
881
Edmond de Rothschild Holding
Switzerland
$195K – – –
BAM
882
Belpointe Asset Management
Nevada
$193K -$1.79K -36 -0.9%
TAM
883
Tucker Asset Management
Colorado
$180K +$48.7K +875 +37%
JWA
884
JFS Wealth Advisors
Pennsylvania
$171K +$15.5K +313 +10%
SCA
885
Stonebridge Capital Advisors
Minnesota
$168K +$2.29K +46 +1%
Mitsubishi UFJ Asset Management
886
Mitsubishi UFJ Asset Management
Japan
$167K -$26.3K -528 -14%
TFS
887
TrustCore Financial Services
Tennessee
$167K -$11K -221 -6%
HS
888
Horan Securities
United States
$165K +$12.3K +247 +8%
VCM
889
Vigilant Capital Management
Maine
$165K +$15.9K +320 +11%
PFSC
890
Peoples Financial Services Corp
Pennsylvania
$162K – – –
Jones Financial Companies
891
Jones Financial Companies
Missouri
$162K +$199 +4 +0.1%
WTA
892
Washington Trust Advisors
Massachusetts
$161K -$30.6K -617 -16%
GWS
893
Glassman Wealth Services
Virginia
$161K -$993 -20 -0.6%
TF
894
Tompkins Financial
New York
$161K – – –
UCB
895
United Community Bank
South Carolina
$150K – – –
AW
896
Avion Wealth
Texas
$146K -$14.7K -294 -9%
HCP
897
Hexagon Capital Partners
Arkansas
$146K +$20K +401 +16%
BWA
898
BDO Wealth Advisors
Florida
$130K +$50K +1,002 +62%
RMC
899
Resources Management Corp
Connecticut
$129K – – –
HPC
900
HM Payson & Co
Maine
$129K +$14K +281 +12%
34 35
36
37 38