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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
HHGA
1151
Halbert Hargrove Global Advisors
California
-$233K -4,241 Closed
HIC
1152
Holderness Investments Company
North Carolina
-$228K -4,155 Closed
GA
1153
Geller Advisors
New York
-$226K -4,114 Closed
XF
1154
XML Financial
Maryland
-$225K -4,099 Closed
IFWM
1155
Institute for Wealth Management
Colorado
-$225K -4,096 Closed
ACP
1156
Aveo Capital Partners
Colorado
-$223K -4,054 Closed
Wealth Enhancement Advisory Services
1157
Wealth Enhancement Advisory Services
Minnesota
-$226K -4,050 Closed
DHFB
1158
Dixon Hubard Feinour & Brown
Virginia
-$217K -3,949 Closed
IIA
1159
IPG Investment Advisors
California
-$214K -3,895 Closed
TCM
1160
Tufton Capital Management
Maryland
-$213K -3,883 Closed
GIP
1161
Greatmark Investment Partners
Georgia
-$212K -3,865 Closed
AP
1162
Appleton Partners
Massachusetts
-$208K -3,787 Closed
SI
1163
Sprott Inc
Ontario, Canada
-$206K -3,750 Closed
GQG Partners
1164
GQG Partners
Florida
-$205K -3,735 Closed
MA
1165
MKT Advisors
California
-$202K -3,725 Closed
CA
1166
Cullinan Associates
Kentucky
-$203K -3,700 Closed
BP
1167
Ballentine Partners
Massachusetts
-$202K -3,688 Closed
FG
1168
Fiduciary Group
Georgia
-$206K -3,686 Closed
SBWIC
1169
Schaper Benz & Wise Investment Counsel
Wisconsin
-$201K -3,665 Closed
AA
1170
Argent Advisors
Louisiana
-$201K -3,663 Closed
YAL
1171
Your Advocates Ltd
Texas
-$198K -3,607 Closed
CRWM
1172
Castle Rock Wealth Management
California
-$201K -3,462 Closed
RFWA
1173
RPg Family Wealth Advisory
Massachusetts
-$163K -2,960 Closed
FAG
1174
Fortitude Advisory Group
Washington
-$135K -2,462 Closed
T
1175
TCWP
Ohio
-$124K -2,264 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.