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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
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 %
FPFS
976
First Personal Financial Services
North Carolina
$33K -$10.5K -210 -24%
CFO
977
CVA Family Office
Colorado
$33K – – –
FWM
978
Focused Wealth Management
New York
$32K +$247 +5 +0.8%
FSWA
979
Financial Synergies Wealth Advisors
Texas
$31K +$16.1K +323 +108%
IFAM
980
Institutional & Family Asset Management
Colorado
$31K +$1.48K +30 +5%
SFO
981
Standard Family Office
South Dakota
$31K +$31K +630 New
BLC
982
Brown, Lisle/Cummings
Rhode Island
$30.3K – – –
OSNBOA
983
Old Second National Bank of Aurora
Illinois
$30K – – –
TWA
984
TCI Wealth Advisors
Arizona
$27K -$2.46K -50 -8%
BWM
985
BerganKDV Wealth Management
Minnesota
$27K – – –
TCM
986
TD Capital Management
Tennessee
$27K +$27K +550 New
FMTCOCP
987
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
JFGIW
988
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$12K +238 +85%
FCB
989
First Command Bank
Texas
$25K -$3.88K -78 -13%
FCFS
990
First Command Financial Services
Texas
$25K -$3.88K -78 -13%
PK
991
Pflug Koory
Nebraska
$25K – – –
FCMT
992
Founders Capital Management (Texas)
Texas
$25K – – –
Allspring Global Investments
993
Allspring Global Investments
North Carolina
$25K – – –
CF
994
Concorde Financial
Texas
$25K +$25K +500 New
LFG
995
Larson Financial Group
Missouri
$24K -$7.56K -155 -24%
CFD
996
Creative Financial Designs
Indiana
$24K +$251 +5 +1%
FFC
997
First Financial Corp
Indiana
$24K +$7.03K +145 +41%
JFA
998
JNBA Financial Advisors
Minnesota
$23K -$3.08K -61 -12%
ADL
999
Asset Dedication LLC
California
$23K +$23K +482 New
LF
1000
Lee Financial
Texas
$21K – – –
38 39
40
41 42