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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
HFM
1051
Hartford Financial Management
Connecticut
$13K
PPWM
1052
PFG Private Wealth Management
Florida
$13K
BONH
1053
Bank of New Hampshire
New Hampshire
$13K +$13.5K +240 New
CI
1054
CX Institutional
Indiana
$13K +$14K +250 New
ECG
1055
Edge Capital Group
Georgia
$12K -$6.07M -108,011 -100%
CBT
1056
Central Bank & Trust
Kentucky
$12K
EI
1057
Ellevest Inc
New York
$12K +$13.1K +233 New
CWM
1058
Cedar Wealth Management
California
$11K
SMG
1059
Spectrum Management Group
Indiana
$11K
DWP
1060
Destiny Wealth Partners
Florida
$11K +$11.4K +203 New
TC
1061
Truvestments Capital
Florida
$11K +$11.6K +207 New
CBT
1062
CoreFirst Bank & Trust
Kansas
$11K +$12.2K +217 New
CM
1063
Cornerstone Management
Georgia
$10.5K
TCM
1064
Tradewinds Capital Management
Washington
$10K -$10.5K -187 -49%
CAM
1065
Costello Asset Management
Pennsylvania
$10K
CCM
1066
Cribstone Capital Management
Maine
$10K
EWM
1067
Evermay Wealth Management
Virginia
$10K
MAWCM
1068
Mine & Arao Wealth Creation & Management
California
$10K
PWMG
1069
Prestige Wealth Management Group
New Jersey
$10K
SIAP
1070
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
JMF
1071
Johnson Midwest Financial
Iowa
$10K +$11.1K +198 New
FNBOSM
1072
First National Bank of South Miami
Florida
$10K +$11.2K +200 New
HFS
1073
Heritage Financial Services
Massachusetts
$9K +$10.7K +190 New
MAM
1074
Meeder Asset Management
Ohio
$8K -$17.2K -307 -68%
JWM
1075
Janiczek Wealth Management
Colorado
$8K -$4.27K -76 -32%

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.