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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
AAP
926
Arax Advisory Partners
Colorado
$88K +$22K +426 +32%
MRCM
927
M&R Capital Management
New Jersey
$86K -$6.18K -120 -6%
DEM
928
Disciplined Equity Management
Florida
$86K
FF
929
FourThought Financial
Florida
$84K -$412 -8 -0.5%
AA
930
AlphaMark Advisors
Kentucky
$82K -$258 -5 -0.3%
CMBA
931
C.M. Bidwell & Associates
Hawaii
$81K
AF
932
Advisornet Financial
Minnesota
$80K -$10.8K -210 -12%
LB
933
Legacy Bridge
Iowa
$80K
Bank of Montreal
934
Bank of Montreal
Ontario, Canada
$78.2K -$2.86M -55,595 -3%
SSC
935
Syverson Strege & Co
Iowa
$77K -$20.7K -402 -21%
WB
936
Webster Bank
Connecticut
$77K
AA
937
Ancora Advisors
Ohio
$76K -$12.7K -247 -14%
EBA
938
Eagle Bay Advisors
New York
$76K +$52 +1 +0.1%
CWA
939
Clearview Wealth Advisors
Oregon
$76K +$567 +11 +0.7%
ARMC
940
American Research & Management Company
Massachusetts
$74K +$1.8K +35 +2%
CHA
941
Carmichael Hill & Associates
Maryland
$72K
AIC
942
Archer Investment Corporation
Indiana
$70.5K +$309 +6 +0.4%
CNBTD
943
Citizens National Bank Trust Department
Mississippi
$70K
BWM
944
Baystate Wealth Management
Massachusetts
$69K +$9.33K +181 +15%
TWM
945
Tradition Wealth Management
Minnesota
$68K -$54.1K -1,050 -43%
HNWAG
946
High Net Worth Advisory Group
Florida
$66K +$46.4K +900 +208%
WBC
947
West Branch Capital
Massachusetts
$65K -$1.6K -31 -2%
ONST
948
Old North State Trust
North Carolina
$65K +$67.1K +1,302 New
TCCM
949
Timber Creek Capital Management
Massachusetts
$64K
GFPC
950
Global Financial Private Client
Florida
$63.1K -$515 -10 -0.8%

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.