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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
CC
1126
Carlson Capital
Texas
-$1.92M -35,000 Closed
ANRF
1127
Adams Natural Resources Fund
Maryland
-$1.57M -28,600 Closed
ZDA
1128
Zweig-DiMenna Associates
New York
-$1.54M -28,000 Closed
HCM
1129
Hollencrest Capital Management
California
-$1.29M -23,433 Closed
SEC
1130
Seven Eight Capital
New York
-$1.24M -22,633 Closed
SSI
1131
Scott & Selber Inc
Texas
-$1.12M -20,347 Closed
HA
1132
Herold Advisors
New York
-$1.13M -20,057 Closed
CIBC Asset Management
1133
CIBC Asset Management
Ontario, Canada
-$932K -16,973 Closed
FAIM
1134
Financial Advocates Investment Management
Washington
-$855K -15,560 Closed
FWP
1135
Falcon Wealth Planning
California
-$717K -13,048 Closed
CG
1136
Cutler Group
California
-$644K -11,458 Closed
SIC
1137
Samalin Investment Counsel
New York
-$619K -11,267 Closed
ER
1138
Enlightenment Research
Florida
-$560K -10,200 Closed
Acadian Asset Management
1139
Acadian Asset Management
Massachusetts
-$443K -8,058 Closed
PCM
1140
Prelude Capital Management
New York
-$426K -7,747 Closed
LB
1141
Leo Brokerage
Texas
-$422K -7,685 Closed
NWM
1142
Northcape Wealth Management
New York
-$298K -5,430 Closed
IFO
1143
Independent Family Office
New York
-$278K -5,060 Closed
EIP
1144
Easterly Investment Partners
Massachusetts
-$275K -5,000 Closed
OPWM
1145
Oxinas Partners Wealth Management
Indiana
-$273K -4,964 Closed
1WM
1146
1900 Wealth Management
Texas
-$265K -4,826 Closed
D.E. Shaw & Co
1147
D.E. Shaw & Co
New York
-$259K -4,723 Closed
FWM
1148
Frontier Wealth Management
Missouri
-$253K -4,518 Closed
Bank of Nova Scotia
1149
Bank of Nova Scotia
Ontario, Canada
-$240K -4,374 Closed
PPW
1150
Pinnacle Private Wealth
Massachusetts
-$239K -4,349 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.