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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
PP
1076
Pacifica Partners
Canada
$8K -$2.81K -50 -24%
BBPWM
1077
Blue Bell Private Wealth Management
Pennsylvania
$7K -$9.55K -170 -57%
BDWM
1078
Brewin Dolphin Wealth Management
Ireland
$7K -$6.18K -110 -46%
Federated Hermes
1079
Federated Hermes
Pennsylvania
$7K -$2.81K -50 -28%
TF
1080
TimeScale Financial
Massachusetts
$7K
CPA
1081
Cowen Prime Advisors
New York
$6K
QC
1082
Quent Capital
New York
$6K
VNA
1083
Valley National Advisers
Pennsylvania
$6K
SPWG
1084
Sage Private Wealth Group
Illinois
$6K +$56 +1 +0.9%
CB
1085
CNB Bank
Pennsylvania
$6K +$6.07K +108 New
TWP
1086
TFO Wealth Partners
Ohio
$6K +$6.41K +114 New
BCM
1087
Blume Capital Management
California
$5K
BMD
1088
Better Money Decisions
New Mexico
$5K +$5.62K +100 New
PA
1089
PSI Advisors
Florida
$5K +$5.73K +102 New
CFFP
1090
Center for Financial Planning
Michigan
$4K
ACK
1091
Andrew C. Karlinski
$4K +$3.93K +70 New
EAM
1092
Eukles Asset Management
Ohio
$4K +$3.93K +70 New
FBC
1093
Fairfield, Bush & Co
Connecticut
$4K +$4.27K +76 New
RIM
1094
Rockbridge Investment Management
New York
$3.24K
MWM
1095
Mascoma Wealth Management
New Hampshire
$3K
WAS
1096
Winch Advisory Services
Wisconsin
$3K
BSB
1097
Bangor Savings Bank
Maine
$3K +$2.98K +53 New
FMB
1098
Field & Main Bank
Kentucky
$3K +$3.09K +55 New
JGIA
1099
Jackson Grant Investment Advisers
Connecticut
$3K +$3.26K +58 New
AR
1100
Apeiron RIA
Texas
$2.68K +$7.08K +126 +3%

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.