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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
MOS
801
MGO One Seven
Ohio
$249K +$268K +4,765 New
MFG
802
Merit Financial Group
Georgia
$248K +$267K +4,744 New
TC
803
Titleist Capital
Texas
$246K -$25.7K -457 -9%
CC
804
Chicago Capital
Illinois
$246K
LNC
805
Lincoln National Corp
Pennsylvania
$244K +$38.9K +693 +17%
SC
806
Shay Capital
New York
$243K -$48.4K -861 -16%
GIP
807
Granite Investment Partners
California
$243K
PCS
808
Personal CFO Solutions
New Jersey
$241K -$27.6K -492 -10%
SBIA
809
Sheaff Brock Investment Advisors
Indiana
$241K -$22.5K -400 -8%
HI
810
Hudock Inc
Pennsylvania
$240K +$4.61K +82 +2%
SS
811
Simplicity Solutions
Minnesota
$240K +$5.22K +93 +2%
BFA
812
Bill Few Associates
Pennsylvania
$240K +$258K +4,593 New
RWA
813
Ropes Wealth Advisors
Massachusetts
$239K -$11.2K -200 -4%
AIM
814
Avity Investment Management
Connecticut
$239K
AWAP
815
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$239K +$256K +4,561 New
4WM
816
44 Wealth Management
Oregon
$239K +$257K +4,567 New
MWM
817
Modera Wealth Management
New Jersey
$238K -$1.85K -33 -0.7%
QC
818
QCM Cayman
Texas
$238K +$255K +4,543 New
CAM
819
Carret Asset Management
New York
$237K
KP
820
Keel Point
Alabama
$237K +$19K +338 +8%
NAG
821
Northstar Advisory Group
New Jersey
$235K
TIM
822
Tevis Investment Management
Texas
$234K +$6.69K +119 +3%
Schroder Investment Management Group
823
Schroder Investment Management Group
United Kingdom
$234K +$250K +4,446 New
WPC
824
Wedmont Private Capital
Pennsylvania
$233K +$250K +4,447 New
APG
825
Abacus Planning Group
South Carolina
$232K +$249K +4,428 New

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.