We are live on ! Find out more

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
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$37K -$590K -11,450 -94%
HWA
977
HHM Wealth Advisors
Tennessee
$37K +$3.14K +61 +9%
SWA
978
Sutton Wealth Advisors
Florida
$36.7K -$5.26K -102 -12%
GGI
979
Godsey & Gibb Inc
Virginia
$36K +$37.4K +726 New
PCM
980
Penserra Capital Management
California
$35K +$37.1K +720 New
FPFS
981
First Personal Financial Services
North Carolina
$33K -$10.8K -210 -24%
CFO
982
CVA Family Office
Colorado
$33K
FWM
983
Focused Wealth Management
New York
$32K +$258 +5 +0.8%
FSWA
984
Financial Synergies Wealth Advisors
Texas
$31K +$16.6K +323 +108%
IFAM
985
Institutional & Family Asset Management
Colorado
$31K +$1.55K +30 +5%
SFO
986
Standard Family Office
South Dakota
$31K +$32.5K +630 New
BLC
987
Brown, Lisle/Cummings
Rhode Island
$30.3K
OSNBOA
988
Old Second National Bank of Aurora
Illinois
$30K
TWA
989
TCI Wealth Advisors
Arizona
$27K -$2.58K -50 -8%
BWM
990
BerganKDV Wealth Management
Minnesota
$27K
TCM
991
TD Capital Management
Tennessee
$27K +$28.3K +550 New
FMTCOCP
992
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
JFGIW
993
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$12.3K +238 +85%
FCB
994
First Command Bank
Texas
$25K -$4.02K -78 -13%
FCFS
995
First Command Financial Services
Texas
$25K -$4.02K -78 -13%
Allspring Global Investments
996
Allspring Global Investments
North Carolina
$25K
FCMT
997
Founders Capital Management (Texas)
Texas
$25K
PK
998
Pflug Koory
Nebraska
$25K
CF
999
Concorde Financial
Texas
$25K +$25.8K +500 New
LFG
1000
Larson Financial Group
Missouri
$24K -$7.99K -155 -24%

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.