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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
HCP
901
Hexagon Capital Partners
Arkansas
$146K +$20.7K +401 +16%
CT
902
Caldwell Trust
Florida
$130K +$43.5K +845 +48%
BWA
903
BDO Wealth Advisors
Florida
$130K +$51.6K +1,002 +62%
RMC
904
Resources Management Corp
Connecticut
$129K
HPC
905
HM Payson & Co
Maine
$129K +$14.5K +281 +12%
SIC
906
Salem Investment Counselors
North Carolina
$126K +$19.4K +376 +17%
Acadian Asset Management
907
Acadian Asset Management
Massachusetts
$126K +$131K +2,541 New
FPB
908
First PREMIER Bank
South Dakota
$124K -$7.88K -153 -6%
WSC
909
Wellington Shields & Co
New York
$122K +$103 +2 +0.1%
EWM
910
Endurance Wealth Management
Rhode Island
$121K
EWA
911
EverSource Wealth Advisors
Alabama
$120K -$26K -504 -17%
CF
912
Centaurus Financial
California
$118K
PB
913
Pinnacle Bancorp
Nebraska
$118K +$123K +2,378 New
PO
914
Private Ocean
California
$110K +$258 +5 +0.2%
AA
915
Addison Advisors
Vermont
$110K +$2.16K +42 +2%
CAL
916
Capital Analysts LLC
Pennsylvania
$109K
CIM
917
Contravisory Investment Management
Massachusetts
$108K
CWM
918
Castle Wealth Management
Florida
$106K
HWP
919
Highline Wealth Partners
California
$104K +$108K +2,088 New
BCA
920
Bray Capital Advisors
Florida
$97K
NIC
921
Northwest Investment Counselors
Oregon
$95K -$6.03K -117 -6%
RTC
922
Riverview Trust Company
Washington
$94K
T2I
923
Turim 21 Investimentos
Brazil
$93K +$96.4K +1,870 New
SWM
924
Sugarloaf Wealth Management
Georgia
$91K +$5.26K +102 +6%
SC
925
Schubert & Co
Texas
$90K +$1.49K +29 +2%

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.