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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
AWA
676
Arkadios Wealth Advisors
Georgia
$376K +$27.1K +483 +7%
AIM
677
Anchor Investment Management
South Carolina
$376K -$4.21K -75 -1%
CPA
678
Cardiff Park Advisors
California
$373K +$401K +7,136 New
SFWA
679
Summit Financial Wealth Advisors
Louisiana
$372K +$116K +2,057 +38%
SFG
680
StrategIQ Financial Group
Indiana
$372K +$167K +2,977 +72%
SFG
681
Summit Financial Group
West Virginia
$371K
GIA
682
Guyasuta Investment Advisors
Pennsylvania
$371K +$399K +7,100 New
AIP
683
Ahrens Investment Partners
Louisiana
$369K +$255K +4,535 +180%
SJIM
684
St. Johns Investment Management
Florida
$368K +$96K +1,709 +32%
RPC
685
Rossmore Private Capital
Connecticut
$367K
AWM
686
Apollon Wealth Management
South Carolina
$367K +$12.2K +218 +3%
BCMLT
687
Beacon Capital Management LLC (Tennessee)
Tennessee
$366K
CAM
688
Cubic Asset Management
Massachusetts
$366K
FNT
689
First National Trust
Pennsylvania
$364K +$5.96K +106 +2%
I2I
690
Insight 2811 Inc
Illinois
$364K +$391K +6,955 New
RCAG
691
Rehmann Capital Advisory Group
Michigan
$362K -$17.9K -318 -4%
WDL
692
Well Done LLC
Michigan
$362K +$112 +2 +0%
Credit Agricole
693
Credit Agricole
France
$361K -$253K -4,495 -39%
AC
694
Avant Capital
Louisiana
$360K
WP
695
WealthSource Partners
California
$359K -$78.1K -1,390 -17%
RSWM
696
Robertson Stephens Wealth Management
California
$358K +$4.21K +75 +1%
CAMG
697
CWA Asset Management Group
Florida
$356K -$2.53K -45 -0.7%
OWA
698
One Wealth Advisors
California
$355K +$382K +6,795 New
CIAS
699
Capital Investment Advisory Services
North Carolina
$354K +$9.49K +169 +3%
BL
700
Balentine LLC
Georgia
$351K +$39.1K +696 +12%

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.