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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
KA
476
Kovack Advisors
Florida
$657K +$636K +11,974 New
FHA
477
First Horizon Advisors
Tennessee
$654K +$632K +11,904 New
SCM
478
Schnieders Capital Management
California
$651K +$629K +11,845 New
WIC
479
Woodmont Investment Counsel
Tennessee
$650K +$628K +11,825 New
AWA
480
Aaron Wealth Advisors
Illinois
$650K +$1.9M +35,704 New
MGIA
481
Matthew Goff Investment Advisor
Texas
$649K +$627K +11,810 New
PGIM
482
Pacific Global Investment Management
California
$647K +$625K +11,777 New
IC
483
IEQ Capital
California
$639K +$617K +11,631 New
MG
484
Mather Group
Illinois
$638K +$616K +11,609 New
VVP
485
Venture Visionary Partners
Ohio
$638K +$617K +11,615 New
SIP
486
Stoneridge Investment Partners
Pennsylvania
$637K +$616K +11,600 New
9WM
487
9258 Wealth Management
Ohio
$635K +$613K +11,552 New
LWM
488
Laidlaw Wealth Management
New York
$629K +$608K +11,444 New
CG
489
Cutler Group
California
$629K +$608K +11,458 New
Credit Agricole
490
Credit Agricole
France
$626K +$605K +11,395 New
SIC
491
Samalin Investment Counsel
New York
$619K +$598K +11,267 New
LSAG
492
Lake Street Advisors Group
New Hampshire
$616K +$595K +11,211 New
IAA
493
Ironsides Asset Advisors
North Carolina
$610K +$589K +11,102 New
KWM
494
Kingsview Wealth Management
Oregon
$607K +$586K +11,046 New
NSIM
495
North Star Investment Management
Illinois
$605K +$584K +11,005 New
PCM
496
Parsons Capital Management
Rhode Island
$602K +$582K +10,968 New
SBH
497
Segall Bryant & Hamill
Illinois
$597K +$578K +10,884 New
CIA
498
Capital Investment Advisors
Georgia
$596K +$576K +10,858 New
PP
499
Palladium Partners
Virginia
$590K +$570K +10,733 New
ECA
500
Elevated Capital Advisors
Utah
$588K +$568K +10,706 New
18 19
20
21 22

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.