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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
ACA
501
Anchor Capital Advisors
Massachusetts
$586K +$567K +10,676 New
PBT
502
Pictet Bank & Trust
Bahamas
$582K +$563K +10,600 New
BFS
503
Bradley Foster & Sargent
Connecticut
$582K +$563K +10,603 New
FWM
504
Forefront Wealth Management
Pennsylvania
$582K +$563K +10,604 New
SP
505
Successful Portfolios
Florida
$580K +$561K +10,561 New
Lazard Asset Management
506
Lazard Asset Management
New York
$580K +$562K +10,577 New
HJIM
507
Henry James International Management
New York
$577K +$558K +10,513 New
SA
508
Strategic Advisors
New York
$571K +$552K +10,400 New
KA
509
Kozak & Associates
Colorado
$569K +$584K +11,001 New
IAIM
510
International Assets Investment Management
Florida
$567K +$548K +10,323 New
SS
511
Sunbelt Securities
Texas
$565K +$539K +10,157 New
QI
512
Qtron Investments
Massachusetts
$564K +$545K +10,261 New
ER
513
Enlightenment Research
Florida
$560K +$542K +10,200 New
DT
514
Diversified Trust
Tennessee
$559K +$540K +10,179 New
OA
515
Oxbow Advisors
Texas
$553K +$535K +10,070 New
AWM
516
Altium Wealth Management
New York
$553K +$535K +10,076 New
Thrivent Financial for Lutherans
517
Thrivent Financial for Lutherans
Minnesota
$550K +$531K +10,001 New
WI
518
WrapManager Inc
California
$549K +$530K +9,991 New
EW
519
Evoke Wealth
California
$549K +$531K +9,994 New
NCM
520
Northwest Capital Management
Oregon
$549K +$531K +10,000 New
SCM
521
Shelton Capital Management
Colorado
$549K +$531K +10,000 New
IFG
522
Independent Financial Group
California
$547K +$529K +9,956 New
SC
523
Saturna Capital
Washington
$546K +$528K +9,949 New
IAS
524
Investment Advisory Services
Texas
$543K +$525K +9,885 New
WAL
525
W Advisors LLC
Tennessee
$542K +$524K +9,864 New
19 20
21
22 23

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.