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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
ST
201
SAL Trading
Pennsylvania
$5.06M +$5.44M +96,800 New
NCM
202
Nelson Capital Management
California
$5.05M +$2.64M +46,946 +95%
LHC
203
Lodge Hill Capital
New York
$4.97M +$5.34M +95,000 New
IAN
204
Integrated Advisors Network
Texas
$4.94M +$741K +13,194 +16%
Comerica Bank
205
Comerica Bank
Texas
$4.94M +$5.6M +99,720 New
ClearBridge Investments
206
ClearBridge Investments
New York
$4.74M -$233K -4,147 -4%
Mirae Asset Global Investments
207
Mirae Asset Global Investments
South Korea
$4.72M +$78.6K +1,399 +2%
EVM
208
Eaton Vance Management
Massachusetts
$4.67M +$62K +1,104 +1%
AWAG
209
ARS Wealth Advisors Group
Florida
$4.65M +$5M +88,962 New
IUHSA
210
Itau Unibanco Holding S.A.
Brazil
$4.59M +$4.93M +87,836 New
KCM
211
Kempner Capital Management
Texas
$4.53M +$143K +2,540 +3%
ACIM
212
Azimuth Capital Investment Management
Michigan
$4.43M +$4.76M +84,725 New
State Street
213
State Street
Massachusetts
$4.42M -$5.19M -92,334 -52%
USCWA
214
U.S. Capital Wealth Advisors
Texas
$4.38M -$77.5K -1,379 -2%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$4.37M +$1.21M +21,456 +34%
UCFA
216
United Capital Financial Advisors
Texas
$4.37M +$43.1K +768 +0.9%
HCP
217
Hiddenite Capital Partners
New York
$4.24M
CA
218
Cetera Advisors
Colorado
$4.22M +$179K +3,194 +4%
GHA
219
GW Henssler & Associates
Georgia
$4.09M -$38.9M -691,598 -90%
BBHC
220
Brown Brothers Harriman & Co
New York
$4.08M +$29.7K +529 +0.7%
PFS
221
Prospera Financial Services
Texas
$4.06M +$303K +5,388 +7%
FT
222
Fiduciary Trust
Massachusetts
$3.93M -$16.2K -289 -0.4%
IWC
223
Integrated Wealth Concepts
Massachusetts
$3.89M +$3.26M +58,024 +353%
HAM
224
Hedges Asset Management
Nevada
$3.85M
SC
225
SouthState Corp
Florida
$3.83M +$4.05M +72,162 +7,047%

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.