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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
KLWA
376
Kelly Lawrence W & Associates
California
$1.35M +$1.85K +33 +0.1%
HIM
377
Harbour Investment Management
Washington
$1.34M -$59.6K -1,060 -4%
FCI
378
Financial Counselors Inc
Kansas
$1.33M -$1.69K -30 -0.1%
AP
379
Advisor Partners
California
$1.3M +$291K +5,181 +26%
GWI
380
Grace & White Inc
New York
$1.3M
CL
381
COWA LLC
Oklahoma
$1.29M +$479K +8,531 +53%
LIM
382
Leavell Investment Management
Alabama
$1.29M +$1.38M +24,609 New
CCI
383
Credit Capital Investments
New Jersey
$1.28M +$562K +10,000 +69%
RWA
384
Roberts Wealth Advisors
California
$1.28M +$24.2K +431 +2%
GVAG
385
Great Valley Advisor Group
Delaware
$1.27M +$1.37M +24,382 New
RG
386
Rathbones Group
United Kingdom
$1.27M
EHC
387
Everett Harris & Co
California
$1.23M -$191K -3,400 -13%
FA
388
FDx Advisors
Illinois
$1.23M +$103K +1,827 +8%
CCB
389
Cutter & Co Brokerage
Missouri
$1.23M -$20.6K -367 -2%
JIC
390
Johnson Investment Counsel
Ohio
$1.22M +$315K +5,613 +32%
IF
391
Intrua Financial
Texas
$1.22M -$14.1K -251 -1%
HT
392
HAP Trading
New York
$1.21M +$314K +5,589 +32%
BB
393
Busey Bank
Illinois
$1.2M -$494K -8,784 -28%
LWCFA
394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.2M +$1.29M +22,936 New
MP
395
McDonald Partners
Ohio
$1.18M +$426K +7,590 +51%
P
396
Pitcairn
Pennsylvania
$1.18M +$11K +195 +0.9%
WB
397
WesBanco Bank
West Virginia
$1.18M -$24.4K -434 -2%
IIM
398
Ipswich Investment Management
Massachusetts
$1.18M +$11.2K +200 +0.9%
SC
399
Solstein Capital
California
$1.17M +$49K +873 +4%
QCG
400
Quadrant Capital Group
Ohio
$1.17M +$53.9K +959 +4%

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.