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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
CGL
551
Clarius Group LLC
Washington
$597K +$641K +11,415 New
9WM
552
9258 Wealth Management
Ohio
$594K -$10.6K -189 -2%
Lazard Asset Management
553
Lazard Asset Management
New York
$594K +$44.6K +793 +7%
HJIM
554
Henry James International Management
New York
$589K +$42.7K +760 +7%
IAA
555
Ironsides Asset Advisors
North Carolina
$581K
CIA
556
Capital Investment Advisors
Georgia
$576K +$9.33K +166 +2%
EL
557
Envoi LLC
Minnesota
$575K +$618K +11,000 New
KA
558
Kozak & Associates
Colorado
$575K
FBFS
559
First Business Financial Services
Wisconsin
$574K +$617K +10,974 New
WJWM
560
Williams Jones Wealth Management
New York
$574K +$617K +10,980 New
SBH
561
Segall Bryant & Hamill
Illinois
$572K +$2.87K +51 +0.5%
BHB
562
Bank Hapoalim BM
Israel
$572K +$68.5K +1,219 +13%
MCM
563
MAI Capital Management
Ohio
$563K -$317K -5,643 -34%
MGWM
564
Marks Group Wealth Management
Minnesota
$562K +$86.1K +1,533 +17%
PCM
565
Parsons Capital Management
Rhode Island
$556K -$18.7K -332 -3%
PBT
566
Pictet Bank & Trust
Bahamas
$555K +$1.12K +20 +0.2%
BFS
567
Bradley Foster & Sargent
Connecticut
$554K
FWM
568
Forefront Wealth Management
Pennsylvania
$554K +$281 +5 +0%
SS
569
Sunbelt Securities
Texas
$547K +$16.7K +298 +3%
NSIM
570
North Star Investment Management
Illinois
$546K -$31.2K -555 -5%
KTC
571
Kistler-Tiffany Companies
Pennsylvania
$546K +$364K +6,473 +163%
TRCT
572
Tower Research Capital (TRC)
New York
$546K +$586K +10,434 +1,043,400%
RMAM
573
Raab & Moskowitz Asset Management
New Jersey
$544K +$82K +1,459 +16%
SA
574
Strategic Advisors
New York
$543K
MYIA
575
Mount Yale Investment Advisors
Colorado
$540K +$269K +4,794 +87%

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.