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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 %
JWM
1051
Janiczek Wealth Management
Colorado
$9K +$1.23K +25 +16%
STCOSD
1052
Sageworth Trust Company of South Dakota
South Dakota
$8K -$6.45K -125 -45%
PP
1053
Pacifica Partners
Canada
$8K – – –
TF
1054
TimeScale Financial
Massachusetts
$7K – – –
VNA
1055
Valley National Advisers
Pennsylvania
$7K – – –
OLVIG
1056
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$7K +136 New
CWC
1057
Carolinas Wealth Consulting
North Carolina
$7K +$7K +150 New
GTAM
1058
Global Trust Asset Management
Florida
$7K +$7K +150 New
SPWG
1059
Sage Private Wealth Group
Illinois
$6K -$54 -1 -0.9%
CPA
1060
Cowen Prime Advisors
New York
$6K – – –
CC
1061
Corsicana & Co
Texas
$6K +$6K +128 New
Federated Hermes
1062
Federated Hermes
Pennsylvania
$5K -$1.26K -26 -20%
QC
1063
Quent Capital
New York
$5K – – –
CB
1064
CNB Bank
Pennsylvania
$5K – – –
BCM
1065
Blume Capital Management
California
$5K – – –
PA
1066
PSI Advisors
Florida
$5K – – –
TAIM
1067
TD Ameritrade Investment Management
Nebraska
$4K -$8.65K -173 -68%
CFFP
1068
Center for Financial Planning
Michigan
$4K – – –
EAM
1069
Eukles Asset Management
Ohio
$3K – – –
JGIA
1070
Jackson Grant Investment Advisers
Connecticut
$3K – – –
MWM
1071
Mascoma Wealth Management
New Hampshire
$3K – – –
BSB
1072
Bangor Savings Bank
Maine
$3K – – –
WAS
1073
Winch Advisory Services
Wisconsin
$3K – – –
TCM
1074
Tradewinds Capital Management
Washington
$2K -$6.98K -150 -78%
FEG
1075
Financial Enhancement Group
Indiana
$2K – – –
41 42
43
44 45