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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
EWA
501
EP Wealth Advisors
California
$708K -$280K -4,984 -27%
QI
502
Qtron Investments
Massachusetts
$708K +$184K +3,272 +32%
CA
503
Clearstead Advisors
Ohio
$705K -$1.24K -22 -0.2%
AGA
504
Arkos Global Advisors
Texas
$704K +$9.61K +171 +1%
CA
505
Crewe Advisors
Utah
$702K +$393K +7,000 +109%
CTC
506
Central Trust Company
Missouri
$702K +$754K +13,422 New
WA
507
WealthTrust Axiom
Pennsylvania
$701K +$618 +11 +0.1%
WWM
508
Western Wealth Management
Colorado
$699K +$747K +13,303 New
ICA
509
Infrastructure Capital Advisors
New York
$698K +$300K +5,346 +67%
NA
510
Navellier & Associates
Nevada
$696K +$748K +13,319 New
EOCM
511
Energy Opportunities Capital Management
Texas
$694K -$65.2K -1,160 -8%
HPM
512
Hudson Portfolio Management
New York
$688K -$7.02K -125 -0.9%
BEAM
513
Baker Ellis Asset Management
Washington
$685K -$11.2K -200 -2%
TCOV
514
Trust Company of Vermont
Vermont
$685K -$2.98K -53 -0.4%
CL
515
CPWM LLC
Washington
$681K +$39.3K +699 +6%
KA
516
Kovack Advisors
Florida
$681K +$58.7K +1,045 +9%
TIM
517
Thornburg Investment Management
New Mexico
$676K -$111K -1,984 -13%
KPWS
518
Kestra Private Wealth Services
Texas
$667K +$202K +3,589 +39%
PGIM
519
Pacific Global Investment Management
California
$665K +$52.6K +936 +8%
RPCONE
520
Retirement Planning Company of New England
Rhode Island
$662K +$8.48K +151 +1%
SRC
521
Sage Rhino Capital
California
$662K +$26.2K +467 +4%
NL
522
NVWM LLC
Pennsylvania
$660K +$705K +12,551 +17,432%
BCM
523
Birmingham Capital Management
Alabama
$659K
OA
524
Oxbow Advisors
Texas
$657K +$140K +2,500 +25%
AMIM
525
Aull & Monroe Investment Management
Alabama
$652K -$5.73K -102 -0.8%

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.