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SHLX

Shell Midstream Partners, L.P.

Delisted

SHLX was delisted on the 18th of October, 2022.

125 hedge funds and large institutions have $795M invested in Shell Midstream Partners, L.P. in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $4.34M

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 127125 (-2)

8% less capital invested

Capital invested by funds: $860M → $795M (-$65.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
45
Reduced
38
Closed
16
Calls
$12.8M
Puts
$4.34M
Net Calls
+$8.49M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$132K
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$130K +$566 +48 +0.4%
PI
103
PEAK6 Investments
Illinois
$129K +$132K +11,198 New
FWIA
104
Fort Washington Investment Advisors
Ohio
$127K
PPW
105
Pinnacle Private Wealth
Massachusetts
$127K +$130K +11,000 New
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$120K +$2.36K +200 +2%
RIG
107
Roosevelt Investment Group
New York
$116K +$118K +10,040 New
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$94K +$471 +40 +0.5%
BG
109
Bollard Group
Massachusetts
$70K +$1.7K +144 +2%
VI
110
Vestcor Inc
New Brunswick, Canada
$51K -$26.1K -2,211 -33%
S
111
SignatureFD
Georgia
$50K
CWA
112
Clearview Wealth Advisors
Oregon
$47K +$1.13K +96 +2%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$36K +$36.5K +3,100 New
IA
114
IFP Advisors
Florida
$33K
PFA
115
Professional Financial Advisors
Nebraska
$32K
SWM
116
Spire Wealth Management
Virginia
$18K +$118 +10 +0.7%
CAL
117
Capital Advisors Ltd
Ohio
$14K +$342 +29 +2%
TWM
118
Tradition Wealth Management
Minnesota
$12K
TRCT
119
Tower Research Capital (TRC)
New York
$10K +$9.49K +805 +1,006%
CA
120
CoreCap Advisors
Michigan
$10K +$10.6K +903 New
UB
121
UMB Bank
Missouri
$6K +$5.89K +500 New
CQS
122
Credential Qtrade Securities
$4.38K
FHA
123
First Horizon Advisors
Tennessee
$2K
BA
124
Bivin & Associates
Oklahoma
$1K +$1.18K +100 New
Marshall Wace
125
Marshall Wace
United Kingdom
-$2.46M -208,587 Closed

SHLX Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shell Midstream Partners, L.P. (SHLX) for Q4 2021, worth a combined $795M — down 7.6% from $860M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SHLX and 15 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 45 added.

The largest buyer was Invesco, adding an estimated $12.5M. The largest seller was Tortoise Capital Advisors, cutting an estimated $23.6M.

  • 125 institutional investors held Shell Midstream Partners, L.P. (SHLX) as of Q4 2021, down from 127 in Q3 2021.
  • Funds reported $795M of Shell Midstream Partners, L.P. stock for Q4 2021, down 7.6% quarter-over-quarter.
  • 15 funds opened new Shell Midstream Partners, L.P. positions in Q4 2021 and 16 closed out, a net change of -1 holder.
  • The largest Shell Midstream Partners, L.P. buyer in Q4 2021 was Invesco, an estimated $12.5M added.
  • The largest Shell Midstream Partners, L.P. seller in Q4 2021 was Tortoise Capital Advisors, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2021.