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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
FP
76
Foundry Partners
Minnesota
$24.7M -$2.7M -52,375 -10%
LPL Financial
77
LPL Financial
California
$24.6M +$1.48M +28,698 +6%
Verition Fund Management
78
Verition Fund Management
Connecticut
$23.3M +$8.27M +160,424 +52%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$22.9M -$481K -9,339 -2%
TA
80
TruWealth Advisors
Louisiana
$22.6M +$310K +6,014 +1%
CI Investments Inc
81
CI Investments Inc
Ontario, Canada
$22.4M -$5.09M -98,791 -18%
SFI
82
Susquehanna Fundamental Investments
Pennsylvania
$22.2M +$23M +445,889 New
WCM
83
Wedge Capital Management
North Carolina
$21.8M -$79.8K -1,548 -0.4%
NWM
84
Nicola Wealth Management
British Columbia, Canada
$21.8M +$3.94M +76,400 +21%
SSA
85
Schonfeld Strategic Advisors
New York
$21.1M -$5.15M -100,000 -19%
VanEck Associates
86
VanEck Associates
New York
$20.8M +$21.6M +418,660 New
GF
87
Gabelli Funds
New York
$20.6M -$5.15K -100 -0%
KCM
88
Kornitzer Capital Management
Kansas
$19.8M +$1.07M +20,670 +5%
Jane Street
89
Jane Street
New York
$19.6M -$66.1M -1,283,010 -77%
GCC
90
Guardian Capital (Canada)
Ontario, Canada
$19.6M -$45K -874 -0.2%
CIM
91
Chiron Investment Management
New York
$19.4M +$20.1M +390,579 New
US Bancorp
92
US Bancorp
Minnesota
$19.2M +$5M +97,063 +34%
CF
93
Cantor Fitzgerald
New York
$19.1M -$8.77M -170,158 -31%
HCM
94
Huber Capital Management
California
$19M +$175K +3,400 +0.9%
EN1L
95
Engine No 1 LLC
California
$18.7M +$4.72M +91,600 +32%
HighTower Advisors
96
HighTower Advisors
Illinois
$17.5M +$972K +18,865 +6%
HP
97
Hikari Power
Japan
$17M
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$16.4M +$328K +6,363 +2%
WIC
99
Willis Investment Counsel
Georgia
$16.4M -$1.01M -19,519 -6%
SCM
100
SIR Capital Management
New York
$15.8M -$2.37M -46,000 -13%

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.