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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
EW
701
Element Wealth
Mississippi
$350K +$2.02K +36 +0.5%
BWM
702
Buckley Wealth Management
Nevada
$348K +$6.07K +108 +2%
HW
703
Hancock Whitney
Mississippi
$347K -$2.08K -37 -0.6%
BIM
704
Bridges Investment Management
Nebraska
$347K
GS
705
Gagnon Securities
New York
$345K +$9.83K +175 +3%
LC
706
Lindbrook Capital
California
$345K +$116K +2,073 +46%
GW
707
GW & Wade
Massachusetts
$343K +$41.4K +737 +13%
AOWM
708
Alpha Omega Wealth Management
Virginia
$342K -$5.62K -100 -2%
AIA
709
AIMZ Investment Advisors
California
$342K
EGA
710
E&G Advisors
Texas
$342K
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$341K +$27.3K +486 +8%
BHIA
712
Birch Hill Investment Advisors
Massachusetts
$340K +$365K +6,500 New
BMC
713
Beaton Management Company
Massachusetts
$337K -$9.16K -163 -2%
JWCA
714
J.W. Cole Advisors
Florida
$337K -$5.73K -102 -2%
NAM
715
NTV Asset Management
West Virginia
$337K +$28.1K +500 +8%
IIM
716
InTrack Investment Management
Vermont
$337K +$362K +6,452 New
SMC
717
Smith, Moore & Co
Missouri
$336K +$19.7K +351 +6%
KC
718
Kenfarb & Co
Kentucky
$335K
PFBT
719
Parkside Financial Bank & Trust
Missouri
$334K -$7.3K -130 -2%
BBI
720
Baxter Bros Inc
Connecticut
$334K
LCS
721
Levin Capital Strategies
New York
$333K +$358K +6,365 New
QTM
722
qPULA Trading Management
New York
$333K +$358K +6,377 New
HVIA
723
Hudson Valley Investment Advisors
New York
$331K +$30.9K +550 +10%
KIA
724
KCM Investment Advisors
California
$329K -$792K -14,093 -69%
SAMC
725
Spectrum Asset Management (California)
California
$329K

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.