We are live on ! Find out more

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
PO
926
Private Ocean
California
$115K -$674 -12 -0.5%
AA
927
Addison Advisors
Vermont
$114K -$15.4K -275 -11%
CAL
928
Capital Analysts LLC
Pennsylvania
$114K
CIM
929
Contravisory Investment Management
Massachusetts
$114K +$122K +2,174 New
SIC
930
Salem Investment Counselors
North Carolina
$113K +$29.3K +522 +32%
CWM
931
Castle Wealth Management
Florida
$111K +$119K +2,121 New
BFPW
932
BOK Financial Private Wealth
Colorado
$107K +$115K +2,041 New
NIC
933
Northwest Investment Counselors
Oregon
$105K +$107K +1,900 +1,624%
AAP
934
Ardsley Advisory Partners
Connecticut
$105K +$112K +2,000 New
Parallax Volatility Advisers
935
Parallax Volatility Advisers
California
$102K -$743K -13,222 -87%
SSC
936
Syverson Strege & Co
Iowa
$102K +$109K +1,943 New
BCA
937
Bray Capital Advisors
Florida
$102K +$110K +1,950 New
SG Americas Securities
938
SG Americas Securities
New York
$101K -$31.8M -566,463 -100%
RTC
939
Riverview Trust Company
Washington
$99K +$106K +1,889 New
MRCM
940
M&R Capital Management
New Jersey
$96K
CFN
941
Cordasco Financial Network
Florida
$96K +$103K +1,829 New
AF
942
Advisornet Financial
Minnesota
$95K -$48.2K -858 -32%
AA
943
Ancora Advisors
Ohio
$93K
SC
944
Schubert & Co
Texas
$93K +$27.4K +488 +38%
CT
945
Caldwell Trust
Florida
$92.7K +$30.1K +536 +43%
ETI
946
Enterprise Trust & Investment
California
$90K +$96.6K +1,720 New
DEM
947
Disciplined Equity Management
Florida
$90K +$97.2K +1,730 New
FF
948
FourThought Financial
Florida
$89K -$1.97K -35 -2%
SWM
949
Sugarloaf Wealth Management
Georgia
$89K +$96.1K +1,710 New
AA
950
AlphaMark Advisors
Kentucky
$86K +$1.69K +30 +2%

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.