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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
GIA
1026
GHP Investment Advisors
Colorado
$21K
TIM
1027
Tortoise Investment Management
New York
$21K
HR
1028
Howe & Rusling
New York
$21K +$9.27K +165 +71%
TSWM
1029
Tyler-Stone Wealth Management
Ohio
$20K +$21.1K +376 New
FFC
1030
First Financial Corp
Indiana
$18K
PMFA
1031
Plante Moran Financial Advisors
Michigan
$17K -$15.2K -271 -46%
Nisa Investment Advisors
1032
Nisa Investment Advisors
Missouri
$17K -$562 -10 -3%
AP
1033
Atwood & Palmer
Missouri
$17K
AWM
1034
AllSquare Wealth Management
New York
$16K
ACM
1035
Antonetti Capital Management
Florida
$16K
HC
1036
Hoese & Co
Minnesota
$16K
UIA
1037
Ulland Investment Advisors
Minnesota
$16K
RCM
1038
Raleigh Capital Management
North Carolina
$16K +$17.4K +310 New
MFC
1039
Mechanics Financial Corp
Ohio
$16K +$17.5K +311 New
KFS
1040
Kelly Financial Services
Massachusetts
$15.8K +$112 +2 +0.7%
SC
1041
Stephens Consulting
Michigan
$15.7K
FSWA
1042
Financial Synergies Wealth Advisors
Texas
$15.7K +$16.9K +300 New
JFGIW
1043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
STCOSD
1044
Sageworth Trust Company of South Dakota
South Dakota
$15K +$8.71K +155 +124%
AWM
1045
Atticus Wealth Management
Florida
$14K
CB
1046
Community Bank
New York
$14K
LS
1047
Leelyn Smith
Illinois
$14K +$14.8K +264 +3,300%
HF
1048
Halpern Financial
Virginia
$13.5K +$8.88K +158 +158%
TAIM
1049
TD Ameritrade Investment Management
Nebraska
$13K -$27.6K -491 -66%
EIP
1050
Ellis Investment Partners
Pennsylvania
$13K

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.