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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
FIM
576
Fruth Investment Management
Texas
$532K
BAM
577
Blueshift Asset Management
New Jersey
$525K +$564K +10,046 New
EW
578
Evoke Wealth
California
$523K
NCM
579
Northwest Capital Management
Oregon
$523K
SCM
580
Shelton Capital Management
Colorado
$523K
WI
581
WrapManager Inc
California
$522K -$618 -11 -0.1%
SC
582
Saturna Capital
Washington
$520K
JGUA
583
John G. Ullman & Associates
New York
$518K +$556K +9,900 New
IAS
584
Investment Advisory Services
Texas
$517K
WAL
585
W Advisors LLC
Tennessee
$516K
NB
586
NBT Bank
New York
$515K +$553K +9,850 New
CSS
587
Cubist Systematic Strategies
Connecticut
$513K -$195K -3,474 -26%
IFG
588
Independent Financial Group
California
$510K -$11K -196 -2%
ECM
589
Estabrook Capital Management
New York
$509K
MHR
590
Matthew Hamilton Rosenberg
$506K +$112 +2 +0%
MWM
591
Meridian Wealth Management
Kentucky
$506K +$8.93K +159 +2%
EAM
592
Evanson Asset Management
California
$506K +$544K +9,680 New
SI
593
Saxon Interests
Texas
$505K +$543K +9,665 New
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$504K +$541K +9,630 New
Janus Henderson Group
595
Janus Henderson Group
United Kingdom
$503K
SC
596
Schulhoff & Co
Ohio
$500K +$538K +9,567 New
RHDIC
597
R.H. Dinel Investment Counsel
California
$498K
LWAC
598
Laurel Wealth Advisors (California)
California
$498K +$25.3K +450 +5%
GI
599
Gradient Investments
Minnesota
$497K -$3.71K -66 -0.7%
BFO
600
Boston Family Office
Massachusetts
$489K

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.