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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 %
CMBA
926
C.M. Bidwell & Associates
Hawaii
$81K – – –
AF
927
Advisornet Financial
Minnesota
$80K -$10.4K -210 -12%
LB
928
Legacy Bridge
Iowa
$80K – – –
Bank of Montreal
929
Bank of Montreal
Ontario, Canada
$78.2K -$2.79K -55,595 -3%
SSC
930
Syverson Strege & Co
Iowa
$77K -$20.1K -402 -21%
WB
931
Webster Bank
Connecticut
$77K – – –
AA
932
Ancora Advisors
Ohio
$76K -$12.3K -247 -14%
EBA
933
Eagle Bay Advisors
New York
$76K +$50 +1 +0.1%
CWA
934
Clearview Wealth Advisors
Oregon
$76K +$548 +11 +0.7%
ARMC
935
American Research & Management Company
Massachusetts
$74K +$1.74K +35 +2%
CHA
936
Carmichael Hill & Associates
Maryland
$72K – – –
AIC
937
Archer Investment Corporation
Indiana
$70.5K +$299 +6 +0.4%
CNBTD
938
Citizens National Bank Trust Department
Mississippi
$70K – – –
BWM
939
Baystate Wealth Management
Massachusetts
$69K +$8.95K +181 +15%
TWM
940
Tradition Wealth Management
Minnesota
$68K -$51.9K -1,050 -43%
HNWAG
941
High Net Worth Advisory Group
Florida
$66K +$44.6K +900 +208%
WBC
942
West Branch Capital
Massachusetts
$65K -$1.55K -31 -2%
ONST
943
Old North State Trust
North Carolina
$65K +$65K +1,302 New
TCCM
944
Timber Creek Capital Management
Massachusetts
$64K – – –
GFPC
945
Global Financial Private Client
Florida
$63.1K -$523 -10 -0.8%
ME
946
McIlrath & Eck
Washington
$62K – – –
PGAM
947
Princeton Global Asset Management
New Jersey
$60K – – –
WB
948
West Bancorporation
Iowa
$60K +$60K +1,210 New
BC
949
Barrett & Company
Rhode Island
$59.3K +$59.3K +1,041 New
TFA
950
Transamerica Financial Advisors
Florida
$59K -$50 -1 -0.1%
36 37
38
39 40