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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
CWM
1151
Chemistry Wealth Management
New York
-$207K -3,955 Closed
JG
1152
Jefferies Group
New York
-$206K -3,944 Closed
RFN
1153
RDA Financial Network
Iowa
-$206K -3,943 Closed
PHS
1154
Pekin Hardy Strauss
Illinois
-$206K -3,938 Closed
SWA
1155
Sax Wealth Advisors
New Jersey
-$205K -3,924 Closed
DAM
1156
Delta Asset Management
Tennessee
-$204K -3,903 Closed
WI
1157
Wedgewood Investors
Pennsylvania
-$204K -3,900 Closed
TT
1158
TI-Trust
Illinois
-$203K -3,874 Closed
ESB
1159
Essex Savings Bank
Connecticut
-$203K -3,870 Closed
RMDI
1160
R.M. Davis Inc
Maine
-$202K -3,867 Closed
CHP
1161
Cable Hill Partners
Oregon
-$201K -3,853 Closed
BTW
1162
Boston Trust Walden
Massachusetts
-$201K -3,848 Closed
FFWM
1163
Future Financial Wealth Management
Ohio
-$203K -3,700 Closed
ACM
1164
Aquatic Capital Management
Illinois
-$183K -3,500 Closed
CIA
1165
Cascade Investment Advisors
Oregon
-$178K -3,400 Closed
AP
1166
Arlington Partners
Alabama
-$140K -2,672 Closed
AAP
1167
Ardsley Advisory Partners
Connecticut
-$105K -2,000 Closed
PFGIA
1168
Patriot Financial Group Insurance Agency
Massachusetts
-$80K -1,527 Closed
MS
1169
Marshall & Sullivan
Washington
-$79K -1,517 Closed
VRM
1170
Vectors Research Management
New York
-$35K -669 Closed
CWP
1171
Concord Wealth Partners
Virginia
-$35K -664 Closed
MCM
1172
McMillion Capital Management
North Carolina
-$30K -570 Closed
MFC
1173
Mechanics Financial Corp
Ohio
-$16K -311 Closed
LS
1174
Leelyn Smith
Illinois
-$14K -272 Closed
CI
1175
CX Institutional
Indiana
-$13K -250 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.