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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
CCM
301
Coerente Capital Management
Ontario, Canada
$2.17M -$146K -2,595 -6%
ST
302
Sentinel Trust
Texas
$2.17M -$112K -2,000 -5%
MCM
303
Mill Capital Management
North Carolina
$2.14M
SB
304
Simmons Bank
Arkansas
$2.14M +$2.3M +40,865 New
EIA
305
Edgemoor Investment Advisors
Maryland
$2.13M +$2.28M +40,667 New
MC
306
Moors & Cabot
Massachusetts
$2.1M -$143K -2,537 -6%
HNB
307
Huntington National Bank
Ohio
$2.09M -$32.6K -581 -1%
RA
308
Royce & Associates
New York
$2.09M +$787K +14,000 +54%
CCM
309
Cutler Capital Management
Massachusetts
$2.09M +$1.85M +32,983 +471%
CFM
310
Capricorn Fund Managers
United Kingdom
$2.06M -$11M -195,507 -83%
BFS
311
Bard Financial Services
Connecticut
$2.06M +$1.94M +34,575 +709%
IA
312
IFP Advisors
Florida
$2.06M
SSB
313
Sandy Spring Bank
Maryland
$2.06M +$840K +14,957 +61%
Brown Advisory
314
Brown Advisory
Maryland
$2.05M +$132K +2,355 +6%
GHAM
315
Gilman Hill Asset Management
Connecticut
$2.02M +$157K +2,800 +8%
HCA
316
Horan Capital Advisors
Ohio
$2.01M +$66.8K +1,189 +3%
NA
317
NewEdge Advisors
Louisiana
$2.01M +$2.16M +38,392 New
CC
318
Cannell & Co
New York
$2M
HTC
319
Haverford Trust Company
Pennsylvania
$1.99M +$26.7K +475 +1%
CCM
320
Covington Capital Management
California
$1.99M +$1.04M +18,422 +94%
DMC
321
Drexel Morgan & Co
Pennsylvania
$1.96M +$38.8K +690 +2%
LSA
322
Leonteq Securities AG
Switzerland
$1.95M +$56.2K +1,000 +3%
SC
323
Sierra Capital
Florida
$1.95M +$5.79K +103 +0.3%
WPC
324
Waters Parkerson & Co
Louisiana
$1.94M -$253K -4,500 -11%
Connor, Clark & Lunn Investment Management (CC&L)
325
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.91M -$4.08M -72,613 -67%

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.