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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
CG
476
Clarus Group
Texas
$801K -$95.1K -1,692 -10%
POIA
477
Pin Oak Investment Advisors
Texas
$795K -$19.9K -355 -2%
PF
478
Phoenix Financial
Israel
$787K +$838K +14,907 New
TIM
479
Total Investment Management
Arizona
$785K +$281 +5 +0%
MWM
480
Mission Wealth Management
California
$784K -$32.4K -576 -4%
RC
481
RBF Capital
California
$784K +$843K +15,000 New
SSG
482
Summit Securities Group
New York
$779K -$388K -6,900 -32%
HC
483
Henshaw Capital
Massachusetts
$777K
IC
484
IEQ Capital
California
$771K +$175K +3,121 +27%
PA
485
Profund Advisors
Maryland
$758K -$88.2K -1,569 -10%
GI
486
GAMCO Investors
Connecticut
$758K -$11.2K -200 -1%
AFG
487
American Financial Group
Ohio
$758K
MJP
488
Michael J. Puzo
$755K -$64.6K -1,150 -7%
CTA
489
Chesley Taft & Associates
Illinois
$755K
Vontobel Holding
490
Vontobel Holding
Switzerland
$753K
Kayne Anderson Rudnick Investment Management
491
Kayne Anderson Rudnick Investment Management
California
$748K -$13K -232 -2%
TF
492
TIAA FSB
Florida
$745K -$112 -2 -0%
DI
493
Diligent Investors
California
$739K
CCA
494
Checchi Capital Advisers
California
$739K +$82.7K +1,472 +12%
HKIM
495
Hayek Kallen Investment Management
Alabama
$735K +$15.8K +281 +2%
GC
496
GFG Capital
Florida
$733K +$29.8K +531 +4%
KWM
497
Kingsview Wealth Management
Oregon
$728K +$162K +2,884 +26%
FHA
498
First Horizon Advisors
Tennessee
$726K +$112K +1,999 +17%
AAS
499
Ameritas Advisory Services
Nebraska
$710K -$113K -2,009 -13%
BRWA
500
B. Riley Wealth Advisors
Florida
$709K -$143K -2,541 -16%

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.