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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
CT
651
Cambridge Trust
Massachusetts
$411K +$441K +7,857 New
FTC
652
Farmers Trust Company
Ohio
$409K -$61.8K -1,100 -12%
IGWM
653
ICA Group Wealth Management
Colorado
$407K -$28.3K -504 -6%
MA
654
MBA Advisors
Pennsylvania
$405K -$3.37K -60 -0.8%
SCM
655
Stonebridge Capital Management
California
$404K
SN
656
Sittner & Nelson
Oregon
$401K -$8.99K -160 -2%
SCA
657
Salient Capital Advisors
Texas
$399K +$429K +7,633 New
IC
658
Intersect Capital
California
$398K -$84.4K -1,502 -16%
AIM
659
Alhambra Investment Management
Florida
$395K
SFO
660
Stokes Family Office
Louisiana
$395K +$6.57K +117 +2%
DAS
661
Dynamic Advisor Solutions
Arizona
$395K +$425K +7,562 New
YIA
662
YHB Investment Advisors
Connecticut
$393K +$422K +7,507 New
RL
663
Ruffer LLP
United Kingdom
$392K -$1.49M -26,500 -78%
SP
664
Successful Portfolios
Florida
$386K -$178K -3,175 -30%
BAM
665
Berkshire Asset Management
Pennsylvania
$384K -$2.81K -50 -0.7%
LFA
666
Legacy Financial Advisors
Kentucky
$384K +$19.3K +343 +5%
WOC
667
West Oak Capital
California
$382K -$28.1K -500 -6%
BPCE
668
Bank Pictet & Cie (Europe)
Germany
$382K
SIG
669
Stonegate Investment Group
Alabama
$382K +$86.4K +1,538 +27%
SW
670
SteelPeak Wealth
California
$381K
SWM
671
Spire Wealth Management
Virginia
$381K +$409K +7,286 New
NFC
672
Northeast Financial Consultants
Connecticut
$379K
SQA
673
Simon Quick Advisors
New Jersey
$379K +$411K +7,309 New
B
674
Bellecapital
Switzerland
$376K -$78.7K -1,400 -16%
LNB
675
Ledyard National Bank
$376K -$11.2K -200 -3%

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.