We are live on ! Find out more

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
CG
326
Colony Group
Massachusetts
$1.86M +$362K +6,447 +22%
CQS
327
Credential Qtrade Securities
$1.83M +$98.2K +1,747 +5%
SC
328
Stolper & Co
Oklahoma
$1.78M +$71.9K +1,279 +4%
V
329
Veritable
Delaware
$1.78M +$125K +2,224 +7%
AAM
330
Advisors Asset Management
Colorado
$1.78M +$162K +2,876 +9%
OWA
331
Octavia Wealth Advisors
Ohio
$1.77M -$16.4K -292 -0.9%
SI
332
Stephens Inc
Arkansas
$1.77M -$221K -3,928 -10%
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$1.75M +$217K +3,863 +13%
ASN
334
Advisory Services Network
Georgia
$1.72M +$132K +2,347 +8%
EARNEST Partners
335
EARNEST Partners
Georgia
$1.71M +$1.84M +32,696 New
NW
336
Naviter Wealth
Arkansas
$1.68M +$1.8M +32,039 New
MA
337
MUFG Americas
New York
$1.66M -$39.8K -709 -2%
AWM
338
Altium Wealth Management
New York
$1.65M +$1.21M +21,475 +213%
FFM
339
Forum Financial Management
Illinois
$1.63M -$622K -11,071 -26%
S
340
SignatureFD
Georgia
$1.6M +$90.1K +1,604 +6%
AWM
341
Absher Wealth Management
North Carolina
$1.6M -$499K -8,889 -23%
VFA
342
Valeo Financial Advisors
Indiana
$1.6M +$276K +4,908 +19%
RWM
343
Ritholtz Wealth Management
New York
$1.59M +$1.71M +30,431 New
MCM
344
Mitchell Capital Management
Kansas
$1.58M +$200K +3,553 +13%
VA
345
Verdad Advisers
Massachusetts
$1.57M +$1.69M +30,000 New
FSA
346
Fort Sheridan Advisors
Illinois
$1.55M +$40.1K +714 +2%
SYBT
347
Stock Yards Bank & Trust
Kentucky
$1.55M +$1.66M +29,602 New
BC
348
Burney Company
Virginia
$1.54M +$458K +8,155 +38%
HCMT
349
Highland Capital Management (Tennessee)
Tennessee
$1.53M
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53M -$123K -2,186 -7%

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.