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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
PSB
976
Piscataqua Savings Bank
New Hampshire
$55K
MIP
977
Mondrian Investment Partners
United Kingdom
$54K -$8.09K -144 -12%
BWP
978
Baldwin Wealth Partners
Massachusetts
$54K +$57.5K +1,024 New
AIM
979
Arcadia Investment Management
Michigan
$51K
LWANC
980
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K
OIA
981
Optimum Investment Advisors
Illinois
$47K +$50.6K +900 New
FCA
982
FinTrust Capital Advisors
South Carolina
$46K +$29.2K +520 +125%
AWM
983
Accel Wealth Management
Iowa
$45K
FPFS
984
First Personal Financial Services
North Carolina
$45K
OCM
985
Orion Capital Management
California
$45K +$28.1K +500 +138%
SWA
986
Sutton Wealth Advisors
Florida
$43.9K
HBW
987
Hazlett, Burt & Watson
West Virginia
$43K +$169 +3 +0.4%
HCM
988
Highlander Capital Management
New Jersey
$42K
SWA
989
SOA Wealth Advisors
New York
$42K
CA
990
Centerpoint Advisors
Massachusetts
$42K +$28.1K +500 +167%
SWM
991
Selective Wealth Management
Virginia
$40K
BG
992
Bollard Group
Massachusetts
$40K +$43K +766 +10,943%
AWM
993
Avior Wealth Management
Nebraska
$39K -$337 -6 -0.8%
WA
994
Win Advisors
Florida
$37K +$14.4K +257 +56%
HWA
995
HHM Wealth Advisors
Tennessee
$36K +$22K +391 +130%
VRM
996
Vectors Research Management
New York
$35K +$2.81K +50 +8%
CWP
997
Concord Wealth Partners
Virginia
$35K +$37.3K +664 New
CFO
998
CVA Family Office
Colorado
$34K
LFG
999
Larson Financial Group
Missouri
$34K
FWM
1000
Focused Wealth Management
New York
$34K +$281 +5 +0.8%

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.