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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
TWC
176
TD Waterhouse Canada
Ontario, Canada
$5.85M -$52K -1,010 -1%
CFB
177
Cullen/Frost Bankers
Texas
$5.78M -$130K -2,522 -2%
EGA
178
Eagle Global Advisors
Texas
$5.75M -$174K -3,384 -3%
BFA
179
Bragg Financial Advisors
North Carolina
$5.72M +$430K +8,341 +8%
SMI
180
Shelter Mutual Insurance
Missouri
$5.66M
Bank of Nova Scotia
181
Bank of Nova Scotia
Ontario, Canada
$5.59M +$5.79M +112,450 New
WC
182
Woodstock Corp
Massachusetts
$5.56M +$169K +3,276 +3%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$5.55M -$266K -5,158 -4%
RG
184
Renaissance Group
Kentucky
$5.52M -$428K -8,301 -7%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$5.46M +$632K +12,264 +12%
ECG
186
Edge Capital Group
Georgia
$5.42M +$5.6M +108,599 +25,981%
EIA
187
Edgemoor Investment Advisors
Maryland
$5.39M +$3.48M +67,568 +166%
HIMC
188
Heritage Investors Management Corp
Maryland
$5.34M +$7.83K +152 +0.1%
BS
189
Banco Santander
Spain
$5.32M -$3.09M -59,955 -36%
AAM
190
Augustine Asset Management
Florida
$5.32M +$126K +2,454 +2%
KFC
191
Klingenstein Fields & Co
New York
$5.3M -$778K -15,092 -12%
Comerica Bank
192
Comerica Bank
Texas
$5.28M -$1.65K -32 -0%
EIA
193
Eastover Investment Advisors
North Carolina
$5.27M +$1.69M +32,887 +48%
TNBTD
194
Trustmark National Bank Trust Department
Mississippi
$5.25M -$487K -9,459 -8%
TIM
195
Thornburg Investment Management
New Mexico
$5.22M +$4.74M +92,050 +712%
YCM
196
Yaupon Capital Management
New York
$5.17M +$5.35M +103,850 New
CAM
197
Claret Asset Management
Quebec, Canada
$5.12M +$69.5K +1,349 +1%
FMAEN1
198
Fund Management at Engine No 1
California
$5.05M -$140K -2,715 -3%
GT
199
Glenmede Trust
Pennsylvania
$5.05M +$138K +2,685 +3%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$5.01M +$879K +17,057 +20%

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.