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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
AWM
1026
AllSquare Wealth Management
New York
$15K
ACM
1027
Antonetti Capital Management
Florida
$15K
HC
1028
Hoese & Co
Minnesota
$15K
UIA
1029
Ulland Investment Advisors
Minnesota
$15K
BONH
1030
Bank of New Hampshire
New Hampshire
$15K +$3.61K +70 +29%
BC
1031
Burleson & Co
California
$15K +$15.5K +300 New
SC
1032
Stephens Consulting
Michigan
$14.9K
RCM
1033
Raleigh Capital Management
North Carolina
$14K -$1.75K -34 -11%
AWM
1034
Atticus Wealth Management
Florida
$14K
HWM
1035
HighMark Wealth Management
Minnesota
$14K +$12.8K +248 +636%
EIP
1036
Ellis Investment Partners
Pennsylvania
$12K
HFM
1037
Hartford Financial Management
Connecticut
$12K
PPWM
1038
PFG Private Wealth Management
Florida
$12K
CWM
1039
Cedar Wealth Management
California
$11K
CBT
1040
Central Bank & Trust
Kentucky
$11K
CBT
1041
CoreFirst Bank & Trust
Kansas
$11K
HR
1042
Howe & Rusling
New York
$10K -$10.6K -205 -52%
EI
1043
Ellevest Inc
New York
$10K -$1.55K -30 -13%
CAM
1044
Costello Asset Management
Pennsylvania
$10K
CCM
1045
Cribstone Capital Management
Maine
$10K
DWP
1046
Destiny Wealth Partners
Florida
$10K
EWM
1047
Evermay Wealth Management
Virginia
$10K
FNBOSM
1048
First National Bank of South Miami
Florida
$10K
MAWCM
1049
Mine & Arao Wealth Creation & Management
California
$10K
PWMG
1050
Prestige Wealth Management Group
New Jersey
$10K

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.