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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
CCM
726
Coldstream Capital Management
Washington
$329K +$24.6K +437 +7%
CWS
727
Confluence Wealth Services
Pennsylvania
$328K -$12.9K -230 -4%
WDC
728
Woodward Diversified Capital
California
$327K -$59.4K -1,058 -14%
FWP
729
FAS Wealth Partners
Kansas
$326K +$6.85K +122 +2%
BCP
730
Berkeley Capital Partners
Georgia
$321K +$21.5K +383 +7%
1WA
731
180 Wealth Advisors
Washington
$321K +$32.5K +579 +10%
PWLP
732
Prio Wealth Limited Partnership
Massachusetts
$321K
WG
733
Welch Group
Alabama
$320K -$49.8K -887 -13%
HCA
734
Harbour Capital Advisors
Virginia
$319K +$343K +6,105 New
HA
735
Hamel Associates
New Jersey
$317K +$22.5K +400 +7%
IAMOG
736
Investors Asset Management of Georgia
Georgia
$316K
AAIM
737
Asset Advisors Investment Management
Georgia
$314K
PP
738
Patten & Patten
Tennessee
$314K
ARMT
739
Amica Retiree Medical Trust
Rhode Island
$313K -$423K -7,534 -56%
SDAM
740
Shulman DeMeo Asset Management
New York
$311K
TCB
741
Texas Capital Bancshares
Texas
$311K +$334K +5,948 New
MNBTD
742
Moody National Bank Trust Division
Texas
$310K +$333K +5,934 New
CAM
743
Cresset Asset Management
Illinois
$309K -$103K -1,826 -24%
AssetMark Inc
744
AssetMark Inc
California
$309K +$313K +5,571 +1,673%
HH
745
Hilltop Holdings
Texas
$308K +$21.6K +385 +7%
FHA
746
Flagship Harbor Advisors
Massachusetts
$308K +$331K +5,896 New
AF
747
Allworth Financial
California
$305K +$44.3K +789 +16%
SC
748
Sawyer & Company
Massachusetts
$304K -$27K -480 -8%
RCC
749
Red Cedar Capital
Nebraska
$304K -$17.2K -306 -5%
HJGA
750
Hardman Johnston Global Advisors
Connecticut
$303K

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.