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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
TWM
826
Tradition Wealth Management
Minnesota
$133K +$129K +2,425 New
CF
827
Centaurus Financial
California
$131K +$127K +2,388 New
HPC
828
HM Payson & Co
Maine
$127K +$123K +2,311 New
T
829
TCWP
Ohio
$124K +$120K +2,264 New
AAP
830
Arax Advisory Partners
Colorado
$122K +$118K +2,218 New
PO
831
Private Ocean
California
$122K +$118K +2,226 New
CAL
832
Capital Analysts LLC
Pennsylvania
$120K +$116K +2,187 New
HCP
833
Hexagon Capital Partners
Arkansas
$116K +$112K +2,112 New
DHGWA
834
Dixon Hughes Goodman Wealth Advisors
North Carolina
$114K +$110K +2,072 New
LWA
835
Lenox Wealth Advisors
New York
$107K +$102K +1,915 New
MRCM
836
M&R Capital Management
New Jersey
$101K +$98.4K +1,853 New
PFGIA
837
Patriot Financial Group Insurance Agency
Massachusetts
$100K +$96.4K +1,816 New
BWA
838
BDO Wealth Advisors
Florida
$99K +$95.7K +1,802 New
AA
839
Ancora Advisors
Ohio
$98K +$94.3K +1,777 New
FF
840
FourThought Financial
Florida
$95K +$91.9K +1,731 New
SIC
841
Salem Investment Counselors
North Carolina
$90K +$87.3K +1,644 New
AA
842
AlphaMark Advisors
Kentucky
$89K +$85.9K +1,618 New
CMBA
843
C.M. Bidwell & Associates
Hawaii
$89K +$86.1K +1,622 New
LB
844
Legacy Bridge
Iowa
$88K +$84.9K +1,600 New
CWA
845
Clearview Wealth Advisors
Oregon
$83K +$79.8K +1,503 New
Macquarie Group
846
Macquarie Group
Australia
$81.4K +$78.7M +1,482,582 New
ARMC
847
American Research & Management Company
Massachusetts
$80K +$77K +1,450 New
CHA
848
Carmichael Hill & Associates
Maryland
$80K +$77.2K +1,455 New
AIC
849
Archer Investment Corporation
Indiana
$77.7K +$74.6K +1,405 New
SGAM
850
Smith Group Asset Management
Texas
$74K +$71.6K +1,348 New
32 33
34
35 36

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.