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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 %
BC
1026
Burleson & Co
California
$15K +$15K +300 New
SC
1027
Stephens Consulting
Michigan
$14.9K – – –
RCM
1028
Raleigh Capital Management
North Carolina
$14K -$1.73K -34 -11%
AWM
1029
Atticus Wealth Management
Florida
$14K – – –
HWM
1030
HighMark Wealth Management
Minnesota
$14K +$12.1K +248 +636%
EIP
1031
Ellis Investment Partners
Pennsylvania
$12K – – –
PPWM
1032
PFG Private Wealth Management
Florida
$12K – – –
HFM
1033
Hartford Financial Management
Connecticut
$12K – – –
CBT
1034
CoreFirst Bank & Trust
Kansas
$11K – – –
CWM
1035
Cedar Wealth Management
California
$11K – – –
CBT
1036
Central Bank & Trust
Kentucky
$11K – – –
HR
1037
Howe & Rusling
New York
$10K -$10.6K -205 -52%
EI
1038
Ellevest Inc
New York
$10K -$1.48K -30 -13%
PWMG
1039
Prestige Wealth Management Group
New Jersey
$10K – – –
MAWCM
1040
Mine & Arao Wealth Creation & Management
California
$10K – – –
DWP
1041
Destiny Wealth Partners
Florida
$10K – – –
CAM
1042
Costello Asset Management
Pennsylvania
$10K – – –
SMG
1043
Spectrum Management Group
Indiana
$10K – – –
CCM
1044
Cribstone Capital Management
Maine
$10K – – –
FNBOSM
1045
First National Bank of South Miami
Florida
$10K – – –
TC
1046
Truvestments Capital
Florida
$10K – – –
EWM
1047
Evermay Wealth Management
Virginia
$10K – – –
AIM
1048
Axiom Investment Management
New York
$10K +$10K +215 New
CM
1049
Cornerstone Management
Georgia
$9.95K – – –
MAM
1050
Meeder Asset Management
Ohio
$9K +$1.26K +24 +16%
40 41
42
43 44