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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.11B -$2.24M -39,784 -0.2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.06B +$37M +659,109 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$982M +$25.7M +456,902 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$652M +$7.53M +134,034 +1%
Norges Bank
5
Norges Bank
Norway
$604M -$34.5M -614,754 -5%
Morgan Stanley
6
Morgan Stanley
New York
$488M +$256M +4,563,123 +96%
OAG
7
Orbis Allan Gray
Bermuda
$478M +$347M +6,182,748 +209%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$472M -$54.5M -970,456 -10%
Goldman Sachs
9
Goldman Sachs
New York
$414M -$51M -907,830 -10%
Franklin Resources
10
Franklin Resources
California
$394M -$28.4M -505,025 -6%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$374M -$75.8M -1,348,902 -16%
Bank of America
12
Bank of America
North Carolina
$336M +$32.7M +582,326 +10%
BlackRock
13
BlackRock
New York
$296M +$140M +2,489,058 +78%
PG
14
Pendal Group
Australia
$238M +$51M +907,223 +11%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$234M -$22.4M -398,885 -8%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$209M -$1.34M -23,833 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$192M +$4.57M +81,252 +2%
Millennium Management
18
Millennium Management
New York
$174M +$110M +1,958,577 +143%
JP Morgan Chase
19
JP Morgan Chase
New York
$164M -$5.7M -101,462 -3%
Capital Research Global Investors
20
Capital Research Global Investors
California
$162M -$94.6M -1,684,448 -35%
HL
21
Harding Loevner
New Jersey
$161M -$4.1M -73,003 -2%
PC
22
PointState Capital
New York
$161M +$71.2M +1,266,847 +70%
Pzena Investment Management
23
Pzena Investment Management
New York
$155M -$18.8M -334,852 -10%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$155M +$166M +2,958,407 New
Holocene Advisors
25
Holocene Advisors
New York
$151M -$1.47M -26,121 -0.9%

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.