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Shell
SHEL

985 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q1 according to their latest regulatory filings, with 985 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $596M | Put options by funds: $493M

3.74% more ownership

Funds ownership: 0% → 3.74% (+3.7%)

Holders
985
Holders Change
+985
Holders Change %
–
% of All Funds
15.54%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
% of All Funds
0.32%
New
985
Increased
–
Reduced
–
Closed
–
Calls
$596M
Puts
$493M
Net Calls
+$103M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.13B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$1.04B
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$972M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$655M
5
Norges Bank
Norges Bank
Norway
+$646M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
401
Auxier Asset Management
Oregon
$912K +$881K +16,596 New
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$910K +$880K +16,569 New
NLP
403
Next Level Private
New York
$909K +$879K +16,556 New
CIM
404
Confluence Investment Management
Missouri
$905K +$875K +16,481 New
IWC
405
Integrated Wealth Concepts
Massachusetts
$904K +$873K +16,450 New
MCM
406
MAI Capital Management
Ohio
$902K +$872K +16,418 New
AWS
407
Atria Wealth Solutions
New York
$901K +$870K +16,393 New
MIP
408
Marietta Investment Partners
Wisconsin
$897K +$867K +16,323 New
LI
409
LMCG Investments
Massachusetts
$890K +$860K +16,203 New
BRWA
410
B. Riley Wealth Advisors
Florida
$885K +$854K +16,079 New
CL
411
COWA LLC
Oklahoma
$885K +$855K +16,110 New
PA
412
Profund Advisors
Maryland
$883K +$853K +16,070 New
MCM
413
McKinley Capital Management
Alaska
$874K +$845K +15,916 New
WA
414
Wealth Alliance
New York
$872K +$842K +15,868 New
DWT
415
Dorsey & Whitney Trust
South Dakota
$869K +$839K +15,808 New
AAS
416
Ameritas Advisory Services
Nebraska
$857K +$828K +15,596 New
MJP
417
Michael J. Puzo
$857K +$828K +15,600 New
FAIM
418
Financial Advocates Investment Management
Washington
$855K +$826K +15,560 New
MWM
419
Mission Wealth Management
California
$855K +$826K +15,560 New
POIA
420
Pin Oak Investment Advisors
Texas
$855K +$826K +15,565 New
Prudential Financial
421
Prudential Financial
New Jersey
$843K +$814K +15,338 New
Parallax Volatility Advisers
422
Parallax Volatility Advisers
California
$833K +$805K +15,169 New
MP
423
McDonald Partners
Ohio
$825K +$797K +15,016 New
TIM
424
Total Investment Management
Arizona
$824K +$796K +15,000 New
TIM
425
Thornburg Investment Management
New Mexico
$819K +$791K +14,904 New
15 16
17
18 19

SHEL Hedge Fund Activity: Q1 2022 in Review

985 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2022, worth a combined $15.2B.

Buyers outnumbered sellers: 985 funds opened new SHEL positions and 0 closed out — a net gain of 985 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $1.13B.

  • 985 institutional investors held Shell (SHEL) as of Q1 2022, up from 0 in Q4 2021.
  • Funds reported $15.2B of Shell stock for Q1 2022.
  • 985 funds opened new Shell positions in Q1 2022 and 0 closed out, a net change of +985 holders.
  • The largest Shell buyer in Q1 2022 was Fidelity Investments, an estimated $1.13B added.

Based on aggregated 13F filings for Q1 2022.