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
GIA
1126
Guyasuta Investment Advisors
Pennsylvania
-$371K -7,100 Closed
AIP
1127
Ahrens Investment Partners
Louisiana
-$369K -7,053 Closed
CAMG
1128
CWA Asset Management Group
Florida
-$356K -6,800 Closed
BWM
1129
Buckley Wealth Management
Nevada
-$348K -6,655 Closed
QTM
1130
qPULA Trading Management
New York
-$333K -6,377 Closed
LCS
1131
Levin Capital Strategies
New York
-$333K -6,365 Closed
FTUS
1132
Flow Traders U.S.
New York
-$298K -5,699 Closed
CP
1133
Covenant Partners
Tennessee
-$265K -5,059 Closed
CIAS
1134
CFS Investment Advisory Services
New Jersey
-$256K -4,900 Closed
SC
1135
Shay Capital
New York
-$243K -4,639 Closed
SS
1136
Simplicity Solutions
Minnesota
-$240K -4,586 Closed
AIM
1137
Avity Investment Management
Connecticut
-$239K -4,576 Closed
QC
1138
QCM Cayman
Texas
-$238K -4,543 Closed
WPC
1139
White Pine Capital
Minnesota
-$228K -4,368 Closed
FFN
1140
Focus Financial Network
Minnesota
-$228K -4,363 Closed
QCM
1141
Quantinno Capital Management
New York
-$217K -4,150 Closed
NB
1142
Northwest Bancshares
Pennsylvania
-$215K -4,115 Closed
AT
1143
Arden Trust
Delaware
-$213K -4,080 Closed
WSTAM
1144
Wilbanks Smith & Thomas Asset Management
Virginia
-$211K -4,036 Closed
TBA
1145
Tower Bridge Advisors
Pennsylvania
-$210K -4,007 Closed
NCM
1146
Noesis Capital Mangement
Florida
-$209K -4,005 Closed
FPAS
1147
Focus Partners Advisor Solutions
Missouri
-$208K -3,985 Closed
BPWM
1148
Badgley Phelps Wealth Managers
Washington
-$208K -3,984 Closed
FM
1149
Family Management
New York
-$207K -3,964 Closed
CBA
1150
Coastal Bridge Advisors
Connecticut
-$207K -3,958 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.