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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
HL
626
HeadInvest LLC
Maine
$447K
CPC
627
Congress Park Capital
New York
$447K +$480K +8,551 New
WF
628
Welch & Forbes
Massachusetts
$447K +$481K +8,558 New
HDIM
629
Hanson & Doremus Investment Management
Vermont
$445K -$39.2K -698 -8%
RC
630
RegentAtlantic Capital
New Jersey
$442K +$2.02K +36 +0.4%
JCM
631
Jacobi Capital Management
Pennsylvania
$442K +$475K +8,447 New
BBA
632
BLB&B Advisors
Pennsylvania
$438K -$43.1K -767 -8%
VCA
633
Verdence Capital Advisors
Maryland
$438K -$5.39K -96 -1%
CC
634
Courier Capital
New York
$438K
YWP
635
YorkBridge Wealth Partners
New York
$435K -$24.4K -434 -5%
BAS
636
Brown Advisory Securities
Maryland
$435K
GC
637
Grimes & Company
Massachusetts
$435K +$117K +2,078 +33%
ADMI
638
Albert D. Mason Inc
Massachusetts
$434K +$4.5K +80 +1%
DG
639
DMC Group
Alabama
$432K +$132K +2,341 +39%
S
640
SimplyRich
California
$431K +$112 +2 +0%
WANY
641
Wealthspire Advisors (New York)
New York
$431K +$108K +1,915 +30%
RIL
642
Rothschild Investment LLC
Illinois
$425K -$12.6K -225 -3%
WHG
643
Westwood Holdings Group
Texas
$425K +$11.2K +200 +3%
BCM
644
Bluefin Capital Management
New York
$421K -$893K -15,900 -67%
VDI
645
Vaughan David Investments
Illinois
$419K -$59.8K -1,065 -12%
CCM
646
Corsair Capital Management
New York
$418K +$449K +8,000 New
PTC
647
Philadelphia Trust Company
Pennsylvania
$417K
ES
648
ETF Store
Kansas
$417K +$35.2K +627 +8%
CAM
649
Cozad Asset Management
Illinois
$416K +$87.6K +1,560 +24%
CCFCSB
650
Cape Cod Five Cents Savings Bank
Massachusetts
$412K -$101K -1,800 -19%

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.