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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
BBW
876
Blue Barn Wealth
Utah
$206K -$63K -1,121 -22%
PHS
877
Pekin Hardy Strauss
Illinois
$206K
RBFC
878
Roman Butler Fullerton & Co
Missouri
$206K +$225 +4 +0.1%
HIA
879
Harbor Investment Advisory
Maryland
$206K +$449 +8 +0.2%
GIA
880
Gladstone Institutional Advisory
Florida
$206K +$221K +3,940 New
WAP
881
Wealthcare Advisory Partners
Pennsylvania
$206K +$221K +3,942 New
RFN
882
RDA Financial Network
Iowa
$206K +$222K +3,943 New
SWA
883
Sax Wealth Advisors
New Jersey
$205K
GRP
884
Global Retirement Partners
California
$205K +$3.93K +70 +2%
EDRH
885
Edmond de Rothschild Holding
Switzerland
$205K +$221K +3,925 New
DAM
886
Delta Asset Management
Tennessee
$204K -$2.53K -45 -1%
WI
887
Wedgewood Investors
Pennsylvania
$204K
BAM
888
Belpointe Asset Management
Nevada
$204K +$52.5K +934 +31%
Mitsubishi UFJ Asset Management
889
Mitsubishi UFJ Asset Management
Japan
$203K -$110K -1,962 -34%
ESB
890
Essex Savings Bank
Connecticut
$203K -$4.21K -75 -2%
FFWM
891
Future Financial Wealth Management
Ohio
$203K
TT
892
TI-Trust
Illinois
$203K +$218K +3,874 New
RMDI
893
R.M. Davis Inc
Maine
$202K -$10.3K -183 -5%
BTW
894
Boston Trust Walden
Massachusetts
$201K -$8.26K -147 -4%
WTA
895
Washington Trust Advisors
Massachusetts
$201K +$4.78K +85 +2%
CHP
896
Cable Hill Partners
Oregon
$201K +$5.79K +103 +3%
BTI
897
Blue Trust Inc
Georgia
$194K +$198K +3,531 New
TFS
898
TrustCore Financial Services
Tennessee
$187K +$12.4K +221 +7%
ACM
899
Aquatic Capital Management
Illinois
$183K +$197K +3,500 New
CIA
900
Cascade Investment Advisors
Oregon
$178K -$5.62K -100 -3%

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.