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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
GL
101
Gemsstock Ltd
United Kingdom
$15.7M -$149K -2,900 -0.9%
SAM
102
Stansberry Asset Management
Texas
$15.6M +$1.13M +21,968 +8%
OCAM
103
Onex Canada Asset Management
Ontario, Canada
$15.6M -$8.85M -171,740 -22%
Mariner
104
Mariner
Kansas
$14.9M +$4.14M +80,279 +37%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$14.8M +$2.4M +46,668 +19%
SDIC
106
South Dakota Investment Council
South Dakota
$14.7M
LCM
107
Logan Capital Management
Pennsylvania
$14.6M +$487K +9,457 +3%
JC
108
JBF Capital
Colorado
$14.2M
CS
109
Credit Suisse
Switzerland
$14M -$10.5M -204,008 -42%
BCM
110
Becker Capital Management
Oregon
$14M -$379K -7,362 -3%
ERSOT
111
Employees Retirement System of Texas
Texas
$13.7M +$791K +15,356 +6%
GCM
112
Gabalex Capital Management
New York
$13.7M +$1.29M +25,000 +10%
TNB
113
Thomasville National Bank
Georgia
$13.6M +$865K +16,785 +7%
FWIA
114
Fort Washington Investment Advisors
Ohio
$13.3M -$106K -2,057 -0.8%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$13.3M +$1.46M +28,328 +12%
DC
116
Davenport & Co
Virginia
$13.2M -$323K -6,272 -2%
GG
117
Greenwood Gearhart
Arkansas
$13.1M +$336K +6,513 +3%
EPAM
118
Euro Pacific Asset Management
Puerto Rico
$13M -$701K -13,611 -5%
IUHSA
119
Itau Unibanco Holding S.A.
Brazil
$12.9M +$8.85M +171,779 +196%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$12.7M -$1.77M -34,318 -12%
Truist Financial
121
Truist Financial
North Carolina
$12.5M +$305K +5,922 +2%
GD
122
Grandfield & Dodd
New York
$12.2M +$263K +5,110 +2%
ACA
123
Anchor Capital Advisors
Massachusetts
$12M -$3.15M -61,170 -20%
Osaic Holdings
124
Osaic Holdings
Arizona
$12M -$198K -3,850 -2%
ECM
125
Evergreen Capital Management
Washington
$11.8M +$141K +2,737 +1%

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.