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1,181 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 364 increasing their positions, 418 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 66

54% more call options, than puts

Call options by funds: $830M | Put options by funds: $539M

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

8% more funds holding

Funds holding: 1,0981,181 (+83)

8% more capital invested

Capital invested by funds: $14.1B → $15.2B (+$1.06B)

0.02% more ownership

Funds ownership: 4.05%4.07% (+0.02%)

13% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 418

Holders
1,181
Holders Change
+83
Holders Change %
+7.56%
% of All Funds
18.98%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
364
Reduced
418
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$4.44M -$109K -1,982 -2%
IWC
227
Integrated Wealth Concepts
Massachusetts
$4.28M -$61.1K -1,108 -1%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$4.26M -$193K -3,503 -4%
AG
229
Advocate Group
Minnesota
$4.23M +$538K +9,761 +15%
HAM
230
Hedges Asset Management
Nevada
$4.19M
CCM
231
Cutler Capital Management
Massachusetts
$4.18M +$914K +16,574 +29%
EPAM
232
Euro Pacific Asset Management
Puerto Rico
$4.17M -$9.9M -179,511 -71%
VOYA Investment Management
233
VOYA Investment Management
Georgia
$4.07M -$483K -8,755 -11%
FT
234
Fiduciary Trust
Massachusetts
$4.07M -$120K -2,168 -3%
BCM
235
Brookmont Capital Management
Texas
$4.01M +$360K +6,526 +10%
Adage Capital Partners
236
Adage Capital Partners
Massachusetts
$3.99M -$28.4M -515,000 -88%
GAM
237
Griffin Asset Management
New York
$3.9M +$8.32K +151 +0.2%
MML Investors Services
238
MML Investors Services
Massachusetts
$3.83M +$341K +6,189 +10%
KAS
239
Kestra Advisory Services
Texas
$3.79M -$42.7K -774 -1%
AI
240
Atria Investments
North Carolina
$3.76M -$54.2K -983 -1%
MAM
241
Madison Asset Management
Wisconsin
$3.69M -$725K -13,154 -17%
Dodge & Cox
242
Dodge & Cox
California
$3.68M -$92.3K -1,675 -3%
RPSA
243
Richard P. Slaughter Associates
Texas
$3.68M +$1.32M +23,880 +59%
PI
244
Putnam Investments
Massachusetts
$3.66M
RA
245
Royce & Associates
New York
$3.64M
WAM
246
Weatherly Asset Management
California
$3.62M -$35.1K -637 -1%
BCM
247
Beddow Capital Management
Wyoming
$3.61M +$27.6K +500 +0.8%
OC
248
Oppenheimer & Co
New York
$3.52M +$39.5K +717 +1%
YCM
249
Yousif Capital Management
Michigan
$3.5M
BFS
250
Bard Financial Services
Connecticut
$3.49M +$393K +7,125 +13%

SHEL Hedge Fund Activity: Q4 2022 in Review

1,181 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2022, worth a combined $15.2B — up 7.5% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new SHEL positions and 66 closed out — a net gain of 98 holders — while 364 added to existing stakes and 418 trimmed.

The largest buyer was Jane Street, adding an estimated $141M. The largest seller was Orbis Allan Gray, cutting an estimated $238M.

  • 1,181 institutional investors held Shell (SHEL) as of Q4 2022, up from 1,098 in Q3 2022.
  • Funds reported $15.2B of Shell stock for Q4 2022, up 7.5% quarter-over-quarter.
  • 164 funds opened new Shell positions in Q4 2022 and 66 closed out, a net change of +98 holders.
  • The largest Shell buyer in Q4 2022 was Jane Street, an estimated $141M added.
  • The largest Shell seller in Q4 2022 was Orbis Allan Gray, an estimated $238M sold.

Based on aggregated 13F filings for Q4 2022.