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1,123 hedge funds and large institutions have $15.3B invested in Shell in 2022 Q2 according to their latest regulatory filings, with 224 funds opening new positions, 362 increasing their positions, 332 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 69

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

55% more call options, than puts

Call options by funds: $507M | Put options by funds: $328M

14% more funds holding

Funds holding: 9851,123 (+138)

9% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 332

0% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$66.5M)

0.31% more ownership

Funds ownership: 3.74%4.05% (+0.31%)

Holders
1,123
Holders Change
+138
Holders Change %
+14.01%
% of All Funds
18.92%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.52%
New
224
Increased
362
Reduced
332
Closed
69
Calls
$507M
Puts
$328M
Net Calls
+$179M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
276
Portland Global Advisors
Maine
$2.58M -$24.6K -438 -0.9%
CCP
277
Corient Capital Partners
California
$2.58M +$246K +4,374 +10%
UOC
278
UBS O'Connor
Illinois
$2.53M +$2.71M +48,315 New
MHIC
279
Marble Harbor Investment Counsel
Massachusetts
$2.51M +$3.15K +56 +0.1%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$2.47M +$9.16K +163 +0.3%
Allianz Asset Management
281
Allianz Asset Management
Germany
$2.46M -$298K -5,309 -10%
JGC
282
J. Goldman & Co
New York
$2.45M -$944K -16,809 -26%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$2.44M -$6.33M -112,633 -71%
IMOV
284
Investment Management of Virginia
Virginia
$2.44M +$1.35K +24 +0.1%
OPCM
285
Osborne Partners Capital Management
California
$2.42M +$1.54M +27,434 +146%
UFG
286
United Fire Group
Iowa
$2.4M
VFM
287
Viking Fund Management
North Dakota
$2.4M +$2.58M +46,000 New
FHB
288
First Hawaiian Bank
Hawaii
$2.39M +$2.57M +45,785 New
Barclays
289
Barclays
United Kingdom
$2.39M -$780K -13,879 -23%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$2.35M +$15.8K +282 +0.6%
RJT
291
Raymond James Trust
Florida
$2.35M +$85.7K +1,525 +4%
BF
292
BOK Financial
Oklahoma
$2.35M -$158K -2,810 -6%
AMG
293
Advisors Management Group
Wisconsin
$2.34M -$4.16K -74 -0.2%
FTDI
294
First Trust Direct Indexing
Massachusetts
$2.34M +$389K +6,920 +18%
CSPAM
295
Cary Street Partners Asset Management
Virginia
$2.31M +$78.4K +1,395 +3%
CJFS
296
Coulter & Justus Financial Services
Tennessee
$2.29M +$2.46M +43,869 New
William Blair & Company
297
William Blair & Company
Illinois
$2.28M +$315K +5,599 +15%
VPIM
298
Vanguard Personalized Indexing Management
California
$2.25M +$416K +7,401 +21%
CAM
299
Columbia Asset Management
Michigan
$2.2M +$2.36M +42,094 New
CB
300
Commerce Bank
Missouri
$2.2M +$6.91K +123 +0.3%

SHEL Hedge Fund Activity: Q2 2022 in Review

1,123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q2 2022, worth a combined $15.3B — up 0.44% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new SHEL positions and 69 closed out — a net gain of 155 holders — while 362 added to existing stakes and 332 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $347M. The largest seller was Citigroup, cutting an estimated $136M.

  • 1,123 institutional investors held Shell (SHEL) as of Q2 2022, up from 985 in Q1 2022.
  • Funds reported $15.3B of Shell stock for Q2 2022, up 0.44% quarter-over-quarter.
  • 224 funds opened new Shell positions in Q2 2022 and 69 closed out, a net change of +155 holders.
  • The largest Shell buyer in Q2 2022 was Orbis Allan Gray, an estimated $347M added.
  • The largest Shell seller in Q2 2022 was Citigroup, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2022.