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Shell
SHEL

985 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q1 according to their latest regulatory filings, with 985 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $596M | Put options by funds: $493M

3.74% more ownership

Funds ownership: 0% → 3.74% (+3.7%)

Holders
985
Holders Change
+985
Holders Change %
–
% of All Funds
15.54%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
% of All Funds
0.32%
New
985
Increased
–
Reduced
–
Closed
–
Calls
$596M
Puts
$493M
Net Calls
+$103M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.13B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$1.04B
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$972M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$655M
5
Norges Bank
Norges Bank
Norway
+$646M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.17B +$1.13B +21,289,255 New
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.08B +$1.04B +19,596,216 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.01B +$972M +18,315,111 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$678M +$655M +12,338,226 New
Norges Bank
5
Norges Bank
Norway
$668M +$646M +12,168,641 New
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$549M +$531M +10,000,840 New
Goldman Sachs
7
Goldman Sachs
New York
$484M +$468M +8,819,856 New
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$467M +$452M +8,510,434 New
Franklin Resources
9
Franklin Resources
California
$441M +$426M +8,032,262 New
Bank of America
10
Bank of America
North Carolina
$321M +$310M +5,844,470 New
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$268M +$259M +4,875,112 New
Capital Research Global Investors
12
Capital Research Global Investors
California
$262M +$253M +4,774,704 New
Morgan Stanley
13
Morgan Stanley
New York
$262M +$253M +4,762,346 New
PG
14
Pendal Group
Australia
$229M +$437M +8,238,155 New
PPA
15
Parametric Portfolio Associates
Washington
$226M +$218M +4,108,679 New
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$221M +$213M +4,019,440 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$197M +$191M +3,594,099 New
Pzena Investment Management
18
Pzena Investment Management
New York
$181M +$175M +3,298,328 New
JP Morgan Chase
19
JP Morgan Chase
New York
$177M +$171M +3,228,820 New
BlackRock
20
BlackRock
New York
$175M +$169M +3,179,890 New
HL
21
Harding Loevner
New Jersey
$173M +$168M +3,156,146 New
OAG
22
Orbis Allan Gray
Bermuda
$162M +$157M +2,954,965 New
Holocene Advisors
23
Holocene Advisors
New York
$160M +$155M +2,916,733 New
Citadel Advisors
24
Citadel Advisors
Florida
$159M +$154M +2,898,838 New
Northern Trust
25
Northern Trust
Illinois
$154M +$149M +2,799,067 New
1
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SHEL Hedge Fund Activity: Q1 2022 in Review

985 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2022, worth a combined $15.2B.

Buyers outnumbered sellers: 985 funds opened new SHEL positions and 0 closed out — a net gain of 985 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $1.13B.

  • 985 institutional investors held Shell (SHEL) as of Q1 2022, up from 0 in Q4 2021.
  • Funds reported $15.2B of Shell stock for Q1 2022.
  • 985 funds opened new Shell positions in Q1 2022 and 0 closed out, a net change of +985 holders.
  • The largest Shell buyer in Q1 2022 was Fidelity Investments, an estimated $1.13B added.

Based on aggregated 13F filings for Q1 2022.