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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 %
CCA
1001
Column Capital Advisors
Indiana
$21K – – –
MA
1002
MCF Advisors
Kentucky
$21K – – –
KFI
1003
Key Financial Inc
Pennsylvania
$21K – – –
HGERS
1004
Householder Group Estate & Retirement Specialist
Arizona
$21K +$21K +432 New
HWA
1005
Heritage Wealth Advisors
Virginia
$20.9K – – –
GIA
1006
GHP Investment Advisors
Colorado
$20K – – –
TIM
1007
Tortoise Investment Management
New York
$20K – – –
NFSG
1008
Newbridge Financial Services Group
Florida
$19K -$45.4K -913 -71%
TSWM
1009
Tyler-Stone Wealth Management
Ohio
$19K +$101 +2 +0.5%
PP
1010
PFS Partners
New Jersey
$18.8K -$2.49K -50 -12%
OCM
1011
Orion Capital Management
California
$18K -$24.8K -500 -58%
FRA
1012
Front Row Advisors
California
$18K -$5.92K -117 -25%
CB
1013
Community Bank
New York
$18K +$4.85K +96 +37%
HF
1014
Halpern Financial
Virginia
$16.8K +$3.98K +80 +31%
ETC
1015
Exchange Traded Concepts
Oklahoma
$16K -$40.6K -809 -72%
AP
1016
Atwood & Palmer
Missouri
$16K – – –
Nisa Investment Advisors
1017
Nisa Investment Advisors
Missouri
$16K – – –
PMFA
1018
Plante Moran Financial Advisors
Michigan
$16K +$148 +3 +0.9%
KFS
1019
Kelly Financial Services
Massachusetts
$15K – – –
CA
1020
Centerpoint Advisors
Massachusetts
$15K -$25K -500 -63%
AWM
1021
AllSquare Wealth Management
New York
$15K – – –
ACM
1022
Antonetti Capital Management
Florida
$15K – – –
HC
1023
Hoese & Co
Minnesota
$15K – – –
UIA
1024
Ulland Investment Advisors
Minnesota
$15K – – –
BONH
1025
Bank of New Hampshire
New Hampshire
$15K +$3.39K +70 +29%
39 40
41
42 43