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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
WA
451
WealthTrust Axiom
Pennsylvania
$736K +$712K +13,408 New
AGA
452
Arkos Global Advisors
Texas
$731K +$706K +13,300 New
BEAM
453
Baker Ellis Asset Management
Washington
$731K +$706K +13,300 New
CSS
454
Cubist Systematic Strategies
Connecticut
$730K +$705K +13,281 New
HPM
455
Hudson Portfolio Management
New York
$729K +$705K +13,280 New
TCOV
456
Trust Company of Vermont
Vermont
$723K +$699K +13,169 New
FWP
457
Falcon Wealth Planning
California
$717K +$693K +13,048 New
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$715K +$691K +13,013 New
CI
459
Clal Insurance
Israel
$714K +$690K +13,000 New
BCM
460
Birmingham Capital Management
Alabama
$692K +$669K +12,600 New
AMIM
461
Aull & Monroe Investment Management
Alabama
$689K +$666K +12,552 New
RPCONE
462
Retirement Planning Company of New England
Rhode Island
$687K +$665K +12,523 New
CC
463
Cadinha & Co
Hawaii
$683K +$660K +12,427 New
PTC
464
Private Trust Company
Ohio
$683K +$660K +12,433 New
CCA
465
Checchi Capital Advisers
California
$679K +$656K +12,366 New
CL
466
CPWM LLC
Washington
$677K +$654K +12,327 New
ONB
467
Old National Bancorp
Indiana
$677K +$655K +12,329 New
WIM
468
Waverton Investment Management
United Kingdom
$673K +$650K +12,248 New
PM
469
Penbrook Management
New York
$671K +$648K +12,210 New
SRC
470
Sage Rhino Capital
California
$670K +$648K +12,202 New
FWSM
471
First Wilshire Securities Management
California
$669K +$646K +12,174 New
TG
472
TCW Group
California
$667K +$645K +12,146 New
TI
473
Telemetry Investments
New York
$659K +$637K +12,000 New
SW
474
SVB Wealth
Massachusetts
$658K +$636K +11,978 New
SGA
475
Strategic Global Advisors
California
$657K +$635K +11,966 New
17 18
19
20 21

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.