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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
SPIA
351
Steward Partners Investment Advisory
New York
$1.53M -$211K -3,756 -11%
LWAM
352
Legacy Wealth Asset Management
Minnesota
$1.52M +$166K +2,947 +11%
GG
353
Gofen & Glossberg
Illinois
$1.5M -$56.2K -1,000 -3%
SIA
354
Schechter Investment Advisors
Michigan
$1.48M -$60.5K -1,076 -4%
BIA
355
Barry Investment Advisors
Massachusetts
$1.47M +$8.48K +151 +0.5%
Luther King Capital Management (LKCM)
356
Luther King Capital Management (LKCM)
Texas
$1.47M +$801K +14,259 +103%
GC
357
Guggenheim Capital
Illinois
$1.47M -$270K -4,807 -15%
WS
358
Wedbush Securities
California
$1.46M +$1.57M +27,994 New
BS
359
Boenning & Scattergood
Pennsylvania
$1.46M +$24.9K +443 +2%
RIG
360
Roosevelt Investment Group
New York
$1.46M
DF
361
Donoghue Forlines
Massachusetts
$1.44M +$361K +6,432 +31%
SCI
362
Stableford Capital II
Arizona
$1.44M +$1.56M +27,679 New
RCG
363
Regatta Capital Group
California
$1.43M -$86.8K -1,545 -5%
PNC
364
Park National Corp
Ohio
$1.42M -$230K -4,099 -13%
LBC
365
Lowe Brockenbrough & Co
Virginia
$1.42M +$44.9K +800 +3%
NW
366
NewEdge Wealth
Pennsylvania
$1.42M +$1.03M +18,309 +206%
AWE
367
Avidian Wealth Enterprises
Texas
$1.42M +$352K +6,259 +30%
CCM
368
Cohen Capital Management
California
$1.41M
PAS
369
Park Avenue Securities
New York
$1.41M +$166K +2,953 +12%
CCC
370
Chelsea Counsel Company
California
$1.41M
BG
371
Bahl & Gaynor
Ohio
$1.4M
AP
372
Americana Partners
Texas
$1.39M +$501K +8,913 +48%
FM
373
Foster & Motley
Ohio
$1.37M +$236K +4,204 +19%
HAIM
374
Hunter Associates Investment Management
Pennsylvania
$1.37M +$716K +12,740 +94%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$1.47M +26,119 New

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.