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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
CRC
601
Curi RMB Capital
Illinois
$483K +$132K +2,355 +34%
CWP
602
Curated Wealth Partners
California
$483K +$519K +9,245 New
MCA
603
MSH Capital Advisors
Arizona
$479K +$28.1K +500 +6%
CFGS
604
Concourse Financial Group Securities
Alabama
$478K -$8.15K -145 -2%
EP
605
Eudaimonia Partners
Tennessee
$477K +$20.5K +365 +4%
ACA
606
Atlas Capital Advisors
Wyoming
$476K -$322K -5,738 -39%
FMTC
607
Farmers & Merchants Trust Company
California
$475K
TCM
608
Tandem Capital Management
New Jersey
$471K +$115K +2,050 +29%
CG
609
Caprock Group
Idaho
$470K +$166K +2,959 +49%
CW
610
CreativeOne Wealth
Kansas
$469K -$33K -588 -6%
ACM
611
Argyle Capital Management
Pennsylvania
$469K
MA
612
Montag & Associates
Georgia
$469K
TPCW
613
TD Private Client Wealth
New York
$468K +$201K +3,579 +67%
PL
614
Plancorp LLC
Missouri
$465K +$499K +8,886 New
KS
615
Karpas Strategies
Connecticut
$463K
RSVP
616
Ramsay Stattman Vela & Price
Colorado
$462K
NL
617
NWAM LLC
Washington
$462K +$147K +2,621 +40%
SAMT
618
Select Asset Management & Trust
Pennsylvania
$461K
RIM
619
Reynolds Investment Management
South Carolina
$459K -$5.73K -102 -1%
GCM
620
Gables Capital Management
Florida
$457K -$56.2K -1,000 -10%
AFP
621
Ausdal Financial Partners
Iowa
$455K -$52.1K -928 -10%
HIP
622
Harrell Investment Partners
Texas
$455K +$4.55K +81 +0.9%
AC
623
Avestar Capital
New York
$450K -$1.42M -25,238 -75%
BWAM
624
Boyd Watterson Asset Management
Ohio
$450K
TW
625
Transform Wealth
Colorado
$447K -$34.3K -610 -7%

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.