We are live on ! Find out more

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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
851
Schubert & Co
Texas
$71K +$68.6K +1,293 New
TCCM
852
Timber Creek Capital Management
Massachusetts
$71K +$69K +1,300 New
WBC
853
West Branch Capital
Massachusetts
$71K +$69K +1,300 New
GFPC
854
Global Financial Private Client
Florida
$68.9K +$65.6K +1,235 New
ME
855
McIlrath & Eck
Washington
$68K +$65.7K +1,238 New
CT
856
Caldwell Trust
Florida
$67.9K +$65.7K +1,237 New
BWM
857
Baystate Wealth Management
Massachusetts
$67K +$64.5K +1,215 New
PGAM
858
Princeton Global Asset Management
New Jersey
$66K +$64.1K +1,208 New
PAM
859
Paradigm Asset Management
New York
$64.2K +$62K +1,168 New
MIP
860
Mondrian Investment Partners
United Kingdom
$64K +$62.3K +1,173 New
WWM
861
Wolff Wiese Magana
California
$60K +$58.7K +1,106 New
PSB
862
Piscataqua Savings Bank
New Hampshire
$58K +$56K +1,054 New
HNWAG
863
High Net Worth Advisory Group
Florida
$57K +$54.8K +1,032 New
SC
864
SouthState Corp
Florida
$56K +$54.4K +1,024 New
AIM
865
Arcadia Investment Management
Michigan
$54K +$52.2K +984 New
AWM
866
Accel Wealth Management
Iowa
$53K +$50.3K +948 New
LWANC
867
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K +$50K +942 New
FPFS
868
First Personal Financial Services
North Carolina
$48K +$46.2K +870 New
SWA
869
Sutton Wealth Advisors
Florida
$46.1K +$44.6K +840 New
HBW
870
Hazlett, Burt & Watson
West Virginia
$45K +$44.4K +837 New
HCM
871
Highlander Capital Management
New Jersey
$44K +$42.5K +800 New
SWA
872
SOA Wealth Advisors
New York
$44K +$42.9K +809 New
SWM
873
Selective Wealth Management
Virginia
$42K +$40.9K +771 New
TAIM
874
TD Ameritrade Investment Management
Nebraska
$41K +$39.5K +744 New
AWM
875
Avior Wealth Management
Nebraska
$41K +$40.4K +761 New

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.