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
1
Mawer Investment Management
Alberta, Canada
$160M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$593M
3
OAG
3
Orbis Allan Gray
Bermuda
$558M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$999M
5
SI
5
Standard Investments
New York
$157M

Top Sellers

1
PC
1
PointState Capital
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$473M
3
Goldman Sachs
3
Goldman Sachs
New York
$267M
4
Optiver Holding
4
Optiver Holding
Netherlands
$5.87M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
901
Salem Investment Counselors
North Carolina
$126K +$18.6K +376 +17%
Acadian Asset Management
902
Acadian Asset Management
Massachusetts
$126K +$126K +2,541 New
FPB
903
First PREMIER Bank
South Dakota
$124K -$7.59K -153 -6%
WSC
904
Wellington Shields & Co
New York
$122K +$99 +2 +0.1%
EWM
905
Endurance Wealth Management
Rhode Island
$121K – – –
EWA
906
EverSource Wealth Advisors
Alabama
$120K -$25.1K -504 -17%
CF
907
Centaurus Financial
California
$118K – – –
PB
908
Pinnacle Bancorp
Nebraska
$118K +$118K +2,378 New
PO
909
Private Ocean
California
$110K +$248 +5 +0.2%
AA
910
Addison Advisors
Vermont
$110K +$2.08K +42 +2%
CAL
911
Capital Analysts LLC
Pennsylvania
$109K – – –
CIM
912
Contravisory Investment Management
Massachusetts
$108K – – –
CWM
913
Castle Wealth Management
Florida
$106K – – –
HWP
914
Highline Wealth Partners
California
$104K +$104K +2,088 New
BCA
915
Bray Capital Advisors
Florida
$97K – – –
NIC
916
Northwest Investment Counselors
Oregon
$95K -$5.85K -117 -6%
RTC
917
Riverview Trust Company
Washington
$94K – – –
T2I
918
Turim 21 Investimentos
Brazil
$93K +$93K +1,870 New
SWM
919
Sugarloaf Wealth Management
Georgia
$91K +$5.12K +102 +6%
SC
920
Schubert & Co
Texas
$90K +$1.44K +29 +2%
AAP
921
Arax Advisory Partners
Colorado
$88K +$21.3K +426 +32%
MRCM
922
M&R Capital Management
New Jersey
$86K -$5.96K -120 -6%
DEM
923
Disciplined Equity Management
Florida
$86K – – –
FF
924
FourThought Financial
Florida
$84K -$398 -8 -0.5%
AA
925
AlphaMark Advisors
Kentucky
$82K -$250 -5 -0.3%
35 36
37
38 39