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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
SCA
901
Stonebridge Capital Advisors
Minnesota
$174K -$5.45K -97 -3%
GWS
902
Glassman Wealth Services
Virginia
$171K +$183K +3,263 New
Toronto Dominion Bank
903
Toronto Dominion Bank
Ontario, Canada
$170K -$28.1K -500 -13%
FMP
904
Financial Management Professionals
Texas
$170K -$5.56K -99 -3%
PFSC
905
Peoples Financial Services Corp
Pennsylvania
$170K
Jones Financial Companies
906
Jones Financial Companies
Missouri
$170K +$183K +3,249 New
AW
907
Avion Wealth
Texas
$169K +$4.94K +88 +3%
TF
908
Tompkins Financial
New York
$169K +$181K +3,230 New
JWA
909
JFS Wealth Advisors
Pennsylvania
$164K +$13.7K +244 +8%
UCB
910
United Community Bank
South Carolina
$157K -$98.3K -1,750 -37%
VCM
911
Vigilant Capital Management
Maine
$157K
PCG
912
Private Capital Group
Connecticut
$152K -$5.79K -103 -3%
DAC
913
Dividend Assets Capital
South Carolina
$152K
EWA
914
EverSource Wealth Advisors
Alabama
$152K +$131K +2,340 +406%
HS
915
Horan Securities
United States
$146K +$24.6K +438 +17%
AP
916
Arlington Partners
Alabama
$140K +$150K +2,672 New
FPB
917
First PREMIER Bank
South Dakota
$139K +$149K +2,653 New
RMC
918
Resources Management Corp
Connecticut
$135K +$146K +2,590 New
HCP
919
Hexagon Capital Partners
Arkansas
$132K +$23.7K +421 +20%
WSC
920
Wellington Shields & Co
New York
$128K -$67.3K -1,197 -33%
EWM
921
Endurance Wealth Management
Rhode Island
$127K
TWM
922
Tradition Wealth Management
Minnesota
$127K
CF
923
Centaurus Financial
California
$124K -$1.24K -22 -0.9%
TAM
924
Tucker Asset Management
Colorado
$124K -$47.8K -851 -26%
HPC
925
HM Payson & Co
Maine
$121K

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.