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
SMG
1051
Spectrum Management Group
Indiana
$10K
TC
1052
Truvestments Capital
Florida
$10K
AIM
1053
Axiom Investment Management
New York
$10K +$11.1K +215 New
CM
1054
Cornerstone Management
Georgia
$9.95K
MAM
1055
Meeder Asset Management
Ohio
$9K +$1.24K +24 +16%
JWM
1056
Janiczek Wealth Management
Colorado
$9K +$1.29K +25 +16%
STCOSD
1057
Sageworth Trust Company of South Dakota
South Dakota
$8K -$6.44K -125 -45%
PP
1058
Pacifica Partners
Canada
$8K
TF
1059
TimeScale Financial
Massachusetts
$7K
VNA
1060
Valley National Advisers
Pennsylvania
$7K
OLVIG
1061
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$7.01K +136 New
CWC
1062
Carolinas Wealth Consulting
North Carolina
$7K +$7.73K +150 New
GTAM
1063
Global Trust Asset Management
Florida
$7K +$7.73K +150 New
SPWG
1064
Sage Private Wealth Group
Illinois
$6K -$52 -1 -0.9%
CPA
1065
Cowen Prime Advisors
New York
$6K
CC
1066
Corsicana & Co
Texas
$6K +$6.6K +128 New
Federated Hermes
1067
Federated Hermes
Pennsylvania
$5K -$1.34K -26 -20%
BCM
1068
Blume Capital Management
California
$5K
CB
1069
CNB Bank
Pennsylvania
$5K
PA
1070
PSI Advisors
Florida
$5K
QC
1071
Quent Capital
New York
$5K
TAIM
1072
TD Ameritrade Investment Management
Nebraska
$4K -$8.91K -173 -68%
CFFP
1073
Center for Financial Planning
Michigan
$4K
BSB
1074
Bangor Savings Bank
Maine
$3K
EAM
1075
Eukles Asset Management
Ohio
$3K

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.