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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
SSB
201
Sandy Spring Bank
Maryland
$5.01M +$3.16M +61,373 +156%
HWM
202
Hohimer Wealth Management
Washington
$4.99M -$14.8K -287 -0.3%
JSC
203
Jackson Square Capital
California
$4.89M -$1.07M -20,680 -17%
First Trust Advisors
204
First Trust Advisors
Illinois
$4.88M -$307K -5,950 -6%
Two Sigma Investments
205
Two Sigma Investments
New York
$4.84M -$46.1M -894,703 -90%
EVM
206
Eaton Vance Management
Massachusetts
$4.77M +$345K +6,690 +7%
EWA
207
Exencial Wealth Advisors
Oklahoma
$4.71M -$2.36M -45,796 -33%
NCM
208
Nelson Capital Management
California
$4.7M -$109K -2,124 -2%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$4.54M +$43.4K +843 +0.9%
KeyBank National Association
210
KeyBank National Association
Ohio
$4.53M -$433K -8,408 -8%
AWAG
211
ARS Wealth Advisors Group
Florida
$4.53M +$105K +2,045 +2%
ClearBridge Investments
212
ClearBridge Investments
New York
$4.44M -$73.2K -1,420 -2%
Deutsche Bank
213
Deutsche Bank
Germany
$4.4M -$546K -10,598 -11%
KCM
214
Kempner Capital Management
Texas
$4.31M
ST
215
SAL Trading
Pennsylvania
$4.22M -$613K -11,900 -12%
PFS
216
Prospera Financial Services
Texas
$4.22M +$371K +7,204 +9%
ACIM
217
Azimuth Capital Investment Management
Michigan
$4.2M -$18.3K -355 -0.4%
UCFA
218
United Capital Financial Advisors
Texas
$4.04M -$119K -2,301 -3%
HCP
219
Hiddenite Capital Partners
New York
$4.03M
CA
220
Cetera Advisors
Colorado
$4.01M -$2.63K -51 -0.1%
VOYA Investment Management
221
VOYA Investment Management
Georgia
$3.99M +$638K +12,380 +18%
BBHC
222
Brown Brothers Harriman & Co
New York
$3.98M +$100K +1,946 +2%
USCWA
223
U.S. Capital Wealth Advisors
Texas
$3.94M -$234K -4,542 -5%
Cerity Partners
224
Cerity Partners
New York
$3.92M +$4.05M +78,688 New
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$3.9M +$440K +8,539 +12%

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.