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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
CFD
1001
Creative Financial Designs
Indiana
$24K +$258 +5 +1%
FFC
1002
First Financial Corp
Indiana
$24K +$7.47K +145 +41%
JFA
1003
JNBA Financial Advisors
Minnesota
$23K -$3.14K -61 -12%
ADL
1004
Asset Dedication LLC
California
$23K +$24.8K +482 New
CCA
1005
Column Capital Advisors
Indiana
$21K
KFI
1006
Key Financial Inc
Pennsylvania
$21K
LF
1007
Lee Financial
Texas
$21K
MA
1008
MCF Advisors
Kentucky
$21K
HGERS
1009
Householder Group Estate & Retirement Specialist
Arizona
$21K +$22.3K +432 New
HWA
1010
Heritage Wealth Advisors
Virginia
$20.9K
GIA
1011
GHP Investment Advisors
Colorado
$20K
TIM
1012
Tortoise Investment Management
New York
$20K
NFSG
1013
Newbridge Financial Services Group
Florida
$19K -$47K -913 -71%
TSWM
1014
Tyler-Stone Wealth Management
Ohio
$19K +$103 +2 +0.5%
PP
1015
PFS Partners
New Jersey
$18.8K -$2.58K -50 -12%
OCM
1016
Orion Capital Management
California
$18K -$25.8K -500 -58%
FRA
1017
Front Row Advisors
California
$18K -$6.03K -117 -25%
CB
1018
Community Bank
New York
$18K +$4.95K +96 +37%
HF
1019
Halpern Financial
Virginia
$16.8K +$4.12K +80 +31%
ETC
1020
Exchange Traded Concepts
Oklahoma
$16K -$41.7K -809 -72%
AP
1021
Atwood & Palmer
Missouri
$16K
Nisa Investment Advisors
1022
Nisa Investment Advisors
Missouri
$16K
PMFA
1023
Plante Moran Financial Advisors
Michigan
$16K +$155 +3 +0.9%
KFS
1024
Kelly Financial Services
Massachusetts
$15K
CA
1025
Centerpoint Advisors
Massachusetts
$15K -$25.8K -500 -63%

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.