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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
Bank of Montreal
951
Bank of Montreal
Ontario, Canada
$86K +$49.6M +883,497 +121%
CMBA
952
C.M. Bidwell & Associates
Hawaii
$85K -$225 -4 -0.2%
BWA
953
BDO Wealth Advisors
Florida
$84K -$11.1K -198 -11%
LB
954
Legacy Bridge
Iowa
$84K
WB
955
Webster Bank
Connecticut
$81K +$86.5K +1,539 New
EBA
956
Eagle Bay Advisors
New York
$80K +$86K +1,530 New
PFGIA
957
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$16.2K -289 -16%
CWA
958
Clearview Wealth Advisors
Oregon
$79K +$618 +11 +0.7%
MS
959
Marshall & Sullivan
Washington
$79K +$85.2K +1,517 New
ARMC
960
American Research & Management Company
Massachusetts
$76K
CHA
961
Carmichael Hill & Associates
Maryland
$76K
AIC
962
Archer Investment Corporation
Indiana
$73.8K +$337 +6 +0.4%
CNBTD
963
Citizens National Bank Trust Department
Mississippi
$73K +$78.5K +1,397 New
AAP
964
Arax Advisory Partners
Colorado
$70K -$49.5K -881 -40%
WBC
965
West Branch Capital
Massachusetts
$70K +$1.74K +31 +2%
NFSG
966
Newbridge Financial Services Group
Florida
$68K -$175K -3,112 -71%
TCCM
967
Timber Creek Capital Management
Massachusetts
$67K
ME
968
McIlrath & Eck
Washington
$65K
BWM
969
Baystate Wealth Management
Massachusetts
$64K
GFPC
970
Global Financial Private Client
Florida
$63.1K -$1.12K -20 -2%
PGAM
971
Princeton Global Asset Management
New Jersey
$63K
TFA
972
Transamerica Financial Advisors
Florida
$62K +$66.6K +1,185 New
PAM
973
Paradigm Asset Management
New York
$61.1K
ETC
974
Exchange Traded Concepts
Oklahoma
$59K +$36.9K +657 +139%
WWM
975
Wolff Wiese Magana
California
$56K -$2.36K -42 -4%

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.