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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
1101
Goodwin Investment Advisory
Georgia
$2.62K
MFT
1102
Moisand Fitzgerald Tamayo
Florida
$2K -$2.19K -39 -52%
AIP
1103
Ameritas Investment Partners
Nebraska
$2K
FEG
1104
Financial Enhancement Group
Indiana
$2K
GC
1105
Gould Capital
Washington
$2K
HWM
1106
HighMark Wealth Management
Minnesota
$2K +$2.19K +39 New
ANBT
1107
American National Bank & Trust
Texas
$2K +$2.64K +47 New
QPBE
1108
Quintet Private Bank (Europe)
Luxembourg
$1.92K +$1.8K +32 New
HT
1109
HighTower Trust
Texas
$1.08K +$129K +2,290 +12%
MCC
1110
Money Concepts Capital
Florida
$1K -$161K -2,870 -99%
RG
1111
Retirement Group
California
$1K -$10K -178 -90%
FA
1112
Fortis Advisors
Pennsylvania
$1K
TCWA
1113
Ten Capital Wealth Advisors
Washington
$1K
C
1114
Covestor
United Kingdom
$1K +$562 +10 New
BRWM
1115
B. Riley Wealth Management
Tennessee
$623 +$269K +4,783 +67%
IAIM
1116
International Assets Investment Management
Florida
$522 -$18.6K -331 -3%
BIM
1117
Baldwin Investment Management
Pennsylvania
$385 +$112K +2,000 +37%
AWA
1118
Artemis Wealth Advisors
New York
$366 +$393 +7 New
1832 Asset Management
1119
1832 Asset Management
Ontario, Canada
-$15.7M -289,700 Closed
Capital World Investors
1120
Capital World Investors
California
-$8.33M -151,581 Closed
SFM
1121
Soros Fund Management
New York
-$5.49M -100,000 Closed
WMSA
1122
Weiss Multi-Strategy Advisers
New York
-$5.33M -97,105 Closed
YCM
1123
Yaupon Capital Management
New York
-$2.43M -44,297 Closed
RBA
1124
Richard Bernstein Advisors
New York
-$2.23M -40,504 Closed
AWA
1125
Aaron Wealth Advisors
Illinois
-$650K -35,704 Closed

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.