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
COPPSERS
1101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$17.2M -329,078 Closed
ORIO
1102
Old Republic International (ORI)
Illinois
-$17M -325,500 Closed
CCM
1103
Causeway Capital Management
California
-$10M -191,452 Closed
VI
1104
Vestcor Inc
New Brunswick, Canada
-$2.59M -49,503 Closed
Allianz Asset Management
1105
Allianz Asset Management
Germany
-$2.46M -47,116 Closed
JGC
1106
J. Goldman & Co
New York
-$2.45M -46,899 Closed
CFM
1107
Capricorn Fund Managers
United Kingdom
-$2.06M -39,494 Closed
CA
1108
CoreCap Advisors
Michigan
-$1.02M -19,574 Closed
HSA
1109
HBK Sorce Advisory
Pennsylvania
-$843K -16,130 Closed
TIM
1110
Total Investment Management
Arizona
-$785K -15,005 Closed
AAS
1111
Ameritas Advisory Services
Nebraska
-$710K -13,587 Closed
PTC
1112
Private Trust Company
Ohio
-$650K -12,433 Closed
CS
1113
Comerica Securities
Michigan
-$645K -12,328 Closed
EL
1114
Envoi LLC
Minnesota
-$575K -11,000 Closed
TRCT
1115
Tower Research Capital (TRC)
New York
-$546K -10,435 Closed
BAM
1116
Blueshift Asset Management
New Jersey
-$525K -10,046 Closed
IAS
1117
Investment Advisory Services
Texas
-$517K -9,885 Closed
EAM
1118
Evanson Asset Management
California
-$506K -9,680 Closed
CPC
1119
Congress Park Capital
New York
-$447K -8,551 Closed
BAS
1120
Brown Advisory Securities
Maryland
-$435K -8,325 Closed
BCM
1121
Bluefin Capital Management
New York
-$421K -8,000 Closed
CCM
1122
Corsair Capital Management
New York
-$418K -8,000 Closed
SCA
1123
Salient Capital Advisors
Texas
-$399K -7,633 Closed
RL
1124
Ruffer LLP
United Kingdom
-$392K -7,500 Closed
B
1125
Bellecapital
Switzerland
-$376K -7,197 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.