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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
Osaic Holdings
126
Osaic Holdings
Arizona
$12.8M +$7.09M +126,138 +106%
SEI Investments
127
SEI Investments
Pennsylvania
$12.7M +$1.24M +22,086 +10%
GD
128
Grandfield & Dodd
New York
$12.5M +$648K +11,537 +5%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$12.5M +$6.57M +117,026 +97%
ECM
130
Evergreen Capital Management
Washington
$12.3M -$655K -11,654 -5%
QOP
131
Quinn Opportunity Partners
Virginia
$11.7M +$12.6M +224,620 New
OAM
132
Oppenheimer Asset Management
New York
$11.7M +$3.64M +64,808 +41%
CCB
133
Country Club Bank
Missouri
$11.5M -$949K -16,898 -7%
Mariner
134
Mariner
Kansas
$11.5M +$61.5K +1,095 +0.5%
Sumitomo Mitsui Trust Group
135
Sumitomo Mitsui Trust Group
Japan
$11.3M +$12.1M +215,864 New
CK
136
Cohen Klingenstein
New York
$11.2M -$56.7K -1,010 -0.5%
Citigroup
137
Citigroup
New York
$11M -$136M -2,416,940 -92%
Grantham, Mayo, Van Otterloo & Co (GMO)
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11M -$2.98M -53,100 -20%
NAMA
139
Nikko Asset Management Americas
New York
$11M +$1.77M +31,527 +17%
SCP
140
Stamos Capital Partners
California
$10.5M +$11.2M +199,900 New
AAS
141
Avantax Advisory Services
Texas
$10.4M -$108K -1,930 -1%
M&T Bank
142
M&T Bank
New York
$10.4M +$11.5M +205,105 New
SC
143
Scotia Capital
Ontario, Canada
$10M -$1.12M -19,866 -9%
CCM
144
Causeway Capital Management
California
$10M -$24.2M -430,435 -69%
TAM
145
Tocqueville Asset Management
New York
$10M -$88.9K -1,582 -0.8%
KACA
146
Kayne Anderson Capital Advisors
California
$9.79M
FNBT
147
FineMark National Bank & Trust
Florida
$9.73M +$702K +12,493 +7%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$9.69M +$634K +11,291 +6%
WJA
149
Willis Johnson & Associates
Texas
$9.15M +$9.83M +175,010 New
AAIM
150
American Assets Investment Management
California
$8.94M -$12.1M -215,000 -56%

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.