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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
MSAM
826
Moloney Securities Asset Management
Missouri
$230K -$15.4K -275 -6%
OPS
827
Orion Portfolio Solutions
Nebraska
$230K +$13.5K +240 +6%
MWM
828
Mattern Wealth Management
Kansas
$230K +$247K +4,400 New
GLA
829
Good Life Advisors
Pennsylvania
$230K +$247K +4,403 New
WT
830
Washington Trust
Rhode Island
$230K +$248K +4,407 New
GEA
831
Glen Eagle Advisors
New Jersey
$230K +$27.5K +489 +13%
SF
832
Symphony Financial
Texas
$229K -$94.6K -1,684 -28%
PS
833
Planned Solutions
California
$229K -$44.9K -800 -15%
FFN
834
Focus Financial Network
Minnesota
$228K +$9.55K +170 +4%
WPC
835
White Pine Capital
Minnesota
$228K -$16.9K -300 -6%
IAP
836
Indie Asset Partners
Indiana
$228K
WQ
837
Wealth Quarterback
New Jersey
$227K +$244K +4,338 New
PCIA
838
Prime Capital Investment Advisors
Kansas
$226K +$243K +4,317 New
BCM
839
Brookstone Capital Management
Illinois
$225K +$258K +4,586 New
SWMP
840
Signature Wealth Management Partners
New Jersey
$223K
SGCA
841
Steel Grove Capital Advisors
Tennessee
$223K
PP
842
PDS Planning
Ohio
$222K +$239K +4,251 New
CFS
843
CRA Financial Services
New Jersey
$222K +$239K +4,255 New
TH
844
TCTC Holdings
Texas
$221K
EWM
845
EPG Wealth Management
Georgia
$221K +$1.01K +18 +0.4%
WA
846
Wambolt & Associates
Colorado
$221K +$238K +4,230 New
BCV
847
Banque Cantonale Vaudoise
Switzerland
$220K
SWA
848
SFMG Wealth Advisors
Texas
$220K
ACP
849
Ashfield Capital Partners
California
$219K -$17.3K -308 -7%
BA
850
Ballew Advisors
Mississippi
$219K +$266K +4,740 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.