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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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$8.4M +$5.8M +112,477 +199%
CIP
152
Chartwell Investment Partners
Pennsylvania
$8.31M +$76.7K +1,489 +0.9%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$7.73M +$538K +10,438 +7%
CSS
154
Cubist Systematic Strategies
Connecticut
$7.56M +$7.33M +142,150 +1,449%
MNG
155
Manning & Napier Group
New York
$7.52M -$76.3K -1,480 -1%
MHI
156
Miller Howard Investments
New York
$7.46M +$4.64M +90,000 +150%
NEI
157
Northwest & Ethical Investments
Ontario, Canada
$7.2M +$243K +4,710 +3%
AIA
158
Avalon Investment & Advisory
Texas
$7.16M -$189K -3,665 -2%
Capital Fund Management (CFM)
159
Capital Fund Management (CFM)
France
$7.1M -$15.9M -309,254 -68%
IWA
160
IBEX Wealth Advisors
New Jersey
$6.93M -$5.77K -112 -0.1%
JCM
161
Janney Capital Management
Pennsylvania
$6.91M +$24.7K +480 +0.3%
Creative Planning
162
Creative Planning
Kansas
$6.77M +$1.04M +20,118 +17%
First Eagle Investment Management
163
First Eagle Investment Management
New York
$6.57M +$1.79M +34,670 +36%
SIA
164
Sit Investment Associates
Minnesota
$6.39M +$3.42M +66,425 +107%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$6.39M -$153K -2,972 -2%
TI
166
tru Independence
Oregon
$6.38M -$263K -5,098 -4%
RCM
167
Regency Capital Management
Hawaii
$6.3M +$733K +14,223 +13%
LG
168
Leuthold Group
Minnesota
$6.26M -$122K -2,367 -2%
BIC
169
Beach Investment Counsel
Pennsylvania
$6.23M -$6.25M -121,235 -49%
PA
170
Pinnacle Associates
New York
$6.14M -$120K -2,325 -2%
TC
171
TownSquare Capital
Utah
$6.13M +$85.8K +1,666 +1%
NRS
172
Neville Rodie & Shaw
New York
$6.09M -$155K -3,000 -2%
Calamos Advisors
173
Calamos Advisors
Illinois
$5.92M
Optiver Holding
174
Optiver Holding
Netherlands
$5.87M -$94M -1,824,104 -94%
TI
175
Tidal Investments
Wisconsin
$5.85M +$323K +6,262 +6%

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.