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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 %
DAM
1151
Delta Asset Management
Tennessee
– -$204K -3,903 Closed
WI
1152
Wedgewood Investors
Pennsylvania
– -$204K -3,900 Closed
TT
1153
TI-Trust
Illinois
– -$203K -3,874 Closed
ESB
1154
Essex Savings Bank
Connecticut
– -$203K -3,870 Closed
RMDI
1155
R.M. Davis Inc
Maine
– -$202K -3,867 Closed
CHP
1156
Cable Hill Partners
Oregon
– -$201K -3,853 Closed
BTW
1157
Boston Trust Walden
Massachusetts
– -$201K -3,848 Closed
FFWM
1158
Future Financial Wealth Management
Ohio
– -$203K -3,700 Closed
ACM
1159
Aquatic Capital Management
Illinois
– -$183K -3,500 Closed
CIA
1160
Cascade Investment Advisors
Oregon
– -$178K -3,400 Closed
AP
1161
Arlington Partners
Alabama
– -$140K -2,672 Closed
AAP
1162
Ardsley Advisory Partners
Connecticut
– -$105K -2,000 Closed
PFGIA
1163
Patriot Financial Group Insurance Agency
Massachusetts
– -$80K -1,527 Closed
MS
1164
Marshall & Sullivan
Washington
– -$79K -1,517 Closed
VRM
1165
Vectors Research Management
New York
– -$35K -669 Closed
CWP
1166
Concord Wealth Partners
Virginia
– -$35K -664 Closed
MCM
1167
McMillion Capital Management
North Carolina
– -$30K -570 Closed
MFC
1168
Mechanics Financial Corp
Ohio
– -$16K -311 Closed
LS
1169
Leelyn Smith
Illinois
– -$14K -272 Closed
CI
1170
CX Institutional
Indiana
– -$13K -250 Closed
SIAP
1171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$10K -200 Closed
HFS
1172
Heritage Financial Services
Massachusetts
– -$9K -190 Closed
BBPWM
1173
Blue Bell Private Wealth Management
Pennsylvania
– -$7K -130 Closed
TWP
1174
TFO Wealth Partners
Ohio
– -$6K -114 Closed
BMD
1175
Better Money Decisions
New Mexico
– -$5K -100 Closed
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