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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
AIA
151
Allied Investment Advisors
Montana
$8.89M +$56.2K +1,000 +0.6%
DADC
152
D.A. Davidson & Co
Montana
$8.84M +$869K +15,469 +10%
LIP
153
Liontrust Investment Partners
United Kingdom
$8.8M +$9.45M +168,240 New
BS
154
Banco Santander
Spain
$8.72M -$268K -4,772 -3%
CIP
155
Chartwell Investment Partners
Pennsylvania
$8.65M -$1.13M -20,198 -11%
PAMS
156
Pictet Asset Management (Switzerland)
Switzerland
$8.38M +$9M +160,237 New
MNG
157
Manning & Napier Group
New York
$7.98M -$3.45M -61,431 -29%
CGH
158
Crossmark Global Holdings
Texas
$7.79M -$33.7K -600 -0.4%
AIA
159
Avalon Investment & Advisory
Texas
$7.72M -$1.1M -19,625 -12%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$7.66M +$8.14M +144,859 New
EWA
161
Exencial Wealth Advisors
Oklahoma
$7.34M +$254K +4,516 +3%
NEI
162
Northwest & Ethical Investments
Ontario, Canada
$7.32M -$232K -4,134 -3%
IWA
163
IBEX Wealth Advisors
New Jersey
$7.29M +$7.83M +139,425 New
JCM
164
Janney Capital Management
Pennsylvania
$7.23M +$7.77M +138,287 New
IM
165
Islet Management
New York
$7.12M -$781K -13,900 -9%
TI
166
tru Independence
Oregon
$6.97M +$7.49M +133,309 New
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$6.95M +$2.78M +49,424 +59%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$6.87M +$33.6K +598 +0.5%
LG
169
Leuthold Group
Minnesota
$6.71M +$1.59M +28,272 +28%
PA
170
Pinnacle Associates
New York
$6.57M -$297K -5,284 -4%
NRS
171
Neville Rodie & Shaw
New York
$6.56M +$129K +2,300 +2%
PAG
172
Private Advisor Group
New Jersey
$6.46M +$6.94M +123,584 New
KFC
173
Klingenstein Fields & Co
New York
$6.36M -$604K -10,748 -8%
TC
174
TownSquare Capital
Utah
$6.35M -$1.32M -23,571 -16%
TWI
175
Thomas White International
Illinois
$6.23M +$6.7M +119,220 New

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.