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Shell
SHEL

985 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q1 according to their latest regulatory filings, with 985 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $596M | Put options by funds: $493M

3.74% more ownership

Funds ownership: 0% → 3.74% (+3.7%)

Holders
985
Holders Change
+985
Holders Change %
–
% of All Funds
15.54%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
% of All Funds
0.32%
New
985
Increased
–
Reduced
–
Closed
–
Calls
$596M
Puts
$493M
Net Calls
+$103M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.13B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$1.04B
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$972M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$655M
5
Norges Bank
Norges Bank
Norway
+$646M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
Argent Advisors
Louisiana
$201K +$194K +3,663 New
SBWIC
802
Schaper Benz & Wise Investment Counsel
Wisconsin
$201K +$195K +3,665 New
WSC
803
Wellington Shields & Co
New York
$200K +$194K +3,648 New
YAL
804
Your Advocates Ltd
Texas
$198K +$191K +3,607 New
CIA
805
Cascade Investment Advisors
Oregon
$192K +$186K +3,500 New
SCA
806
Stonebridge Capital Advisors
Minnesota
$188K +$182K +3,431 New
FMP
807
Financial Management Professionals
Texas
$184K +$178K +3,349 New
TFS
808
TrustCore Financial Services
Tennessee
$184K +$178K +3,350 New
PFSC
809
Peoples Financial Services Corp
Pennsylvania
$179K +$173K +3,250 New
TAM
810
Tucker Asset Management
Colorado
$176K +$171K +3,213 New
AW
811
Avion Wealth
Texas
$172K +$166K +3,136 New
VCM
812
Vigilant Capital Management
Maine
$165K +$159K +3,000 New
PCG
813
Private Capital Group
Connecticut
$165K +$160K +3,009 New
BAM
814
Belpointe Asset Management
Nevada
$164K +$158K +2,974 New
RFWA
815
RPg Family Wealth Advisory
Massachusetts
$163K +$157K +2,960 New
JG
816
Jefferies Group
New York
$162K +$157K +2,956 New
DAC
817
Dividend Assets Capital
South Carolina
$160K +$155K +2,913 New
JWA
818
JFS Wealth Advisors
Pennsylvania
$159K +$153K +2,886 New
MCC
819
Money Concepts Capital
Florida
$159K +$154K +2,898 New
AF
820
Advisornet Financial
Minnesota
$147K +$142K +2,684 New
HS
821
Horan Securities
United States
$144K +$139K +2,626 New
AIP
822
Ahrens Investment Partners
Louisiana
$138K +$134K +2,518 New
AA
823
Addison Advisors
Vermont
$135K +$130K +2,452 New
FAG
824
Fortitude Advisory Group
Washington
$135K +$131K +2,462 New
EWM
825
Endurance Wealth Management
Rhode Island
$134K +$129K +2,436 New
31 32
33
34 35

SHEL Hedge Fund Activity: Q1 2022 in Review

985 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2022, worth a combined $15.2B.

Buyers outnumbered sellers: 985 funds opened new SHEL positions and 0 closed out — a net gain of 985 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $1.13B.

  • 985 institutional investors held Shell (SHEL) as of Q1 2022, up from 0 in Q4 2021.
  • Funds reported $15.2B of Shell stock for Q1 2022.
  • 985 funds opened new Shell positions in Q1 2022 and 0 closed out, a net change of +985 holders.
  • The largest Shell buyer in Q1 2022 was Fidelity Investments, an estimated $1.13B added.

Based on aggregated 13F filings for Q1 2022.