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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
JGIA
1076
Jackson Grant Investment Advisers
Connecticut
$3K
MWM
1077
Mascoma Wealth Management
New Hampshire
$3K
WAS
1078
Winch Advisory Services
Wisconsin
$3K
TCM
1079
Tradewinds Capital Management
Washington
$2K -$7.73K -150 -78%
ANBT
1080
American National Bank & Trust
Texas
$2K
AIP
1081
Ameritas Investment Partners
Nebraska
$2K
FEG
1082
Financial Enhancement Group
Indiana
$2K
GIA
1083
Goodwin Investment Advisory
Georgia
$2K
MCC
1084
Money Concepts Capital
Florida
$2K +$412 +8 +29%
C
1085
Covestor
United Kingdom
$1K
FA
1086
Fortis Advisors
Pennsylvania
$1K
GC
1087
Gould Capital
Washington
$1K
TCWA
1088
Ten Capital Wealth Advisors
Washington
$1K
SCP
1089
SailingStone Capital Partners
Texas
$1K +$1.13K +22 New
BIM
1090
Baldwin Investment Management
Pennsylvania
$350 -$16.8K -326 -4%
MOS
1091
MGO One Seven
Ohio
$340 +$17K +330 +7%
PWP
1092
Principle Wealth Partners
Connecticut
$272 +$13.9K +270 +5%
MIP
1093
Mondrian Investment Partners
United Kingdom
$51
FGAM
1094
Financial Gravity Asset Management
Texas
$24 +$2.58K +50 New
JMF
1095
Johnson Midwest Financial
Iowa
$10
PC
1096
PointState Capital
New York
-$161M -3,082,429 Closed
SIG
1097
Senator Investment Group
New York
-$70.3M -1,345,000 Closed
Renaissance Technologies
1098
Renaissance Technologies
New York
-$41.9M -801,486 Closed
Qube Research & Technologies (QRT)
1099
Qube Research & Technologies (QRT)
United Kingdom
-$21.3M -407,865 Closed
OMC
1100
Old Mission Capital
Illinois
-$20.8M -397,712 Closed

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.