We are live on ! Find out more

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
ATC
526
Argent Trust Co
Tennessee
$651K +$699K +12,446 New
PTC
527
Private Trust Company
Ohio
$650K
LWM
528
Laidlaw Wealth Management
New York
$649K +$54.1K +963 +8%
CS
529
Comerica Securities
Michigan
$645K +$214K +3,803 +45%
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$641K -$42.1K -750 -6%
WIM
531
Waverton Investment Management
United Kingdom
$640K
EAM
532
Eagle Asset Management
Florida
$639K +$687K +12,226 New
MSFP
533
Mark Sheptoff Financial Planning
Connecticut
$638K +$685K +12,200 New
FWSM
534
First Wilshire Securities Management
California
$637K
TG
535
TCW Group
California
$635K
PM
536
Penbrook Management
New York
$633K -$6.18K -110 -0.9%
VT
537
Vise Technologies
New York
$633K +$267K +4,744 +64%
TI
538
Telemetry Investments
New York
$627K
PWPS
539
Pinnacle Wealth Planning Services
Ohio
$621K -$263K -4,684 -28%
SCM
540
Schnieders Capital Management
California
$619K
SGA
541
Strategic Global Advisors
California
$618K -$8.71K -155 -1%
WIC
542
Woodmont Investment Counsel
Tennessee
$618K
Financial Engines Advisors
543
Financial Engines Advisors
California
$618K +$664K +11,827 New
DWM
544
Dorchester Wealth Management
Quebec, Canada
$617K -$1.41K -25 -0.2%
MG
545
Mather Group
Illinois
$614K +$7.19K +128 +1%
LSAG
546
Lake Street Advisors Group
New Hampshire
$611K +$27K +481 +4%
VVP
547
Venture Visionary Partners
Ohio
$607K
SIP
548
Stoneridge Investment Partners
Pennsylvania
$607K
DT
549
Diversified Trust
Tennessee
$601K +$73.7K +1,312 +13%
IRC
550
Investors Research Corp
Georgia
$600K +$645K +11,483 New

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.