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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
CA
251
Cetera Advisors
Colorado
$3.42M -$1.13M -20,495 -25%
RC
252
Reik & Co
New York
$3.39M -$23.2K -420 -0.7%
SPIA
253
Steward Partners Investment Advisory
New York
$3.39M +$504K +9,148 +18%
BCCM
254
Bridge Creek Capital Management
Massachusetts
$3.36M -$33.5K -608 -1%
State Street
255
State Street
Massachusetts
$3.31M -$638K -11,576 -17%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$3.29M +$752K +13,645 +31%
YC
257
Yarbrough Capital
Tennessee
$3.28M
BWM
258
Bulltick Wealth Management
Florida
$3.27M -$108K -1,964 -3%
CCMINC
259
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.22M -$24.2K -439 -0.8%
NEAM
260
New England Asset Management
Connecticut
$3.19M -$16.8K -305 -0.5%
BCI
261
Brinker Capital Investments
Pennsylvania
$3.18M -$429K -7,781 -12%
CWM
262
Concentric Wealth Management
California
$3.17M -$19.3K -350 -0.6%
CSPAM
263
Cary Street Partners Asset Management
Virginia
$3.14M +$472K +8,563 +18%
CA
264
Continental Advisors
Utah
$3.13M
CWG
265
Cornerstone Wealth Group
North Carolina
$3.13M +$53.9K +977 +2%
CT
266
Chicago Trust
Illinois
$3.1M -$153K -2,782 -5%
FTDI
267
First Trust Direct Indexing
Massachusetts
$3.05M +$41.5K +752 +1%
Barclays
268
Barclays
United Kingdom
$2.97M +$76.1K +1,380 +3%
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$2.93M +$218K +3,953 +8%
JFL
270
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.93M -$127K -2,303 -4%
VPIM
271
Vanguard Personalized Indexing Management
California
$2.93M +$233K +4,232 +9%
AWS
272
Atria Wealth Solutions
New York
$2.9M +$100K +1,814 +4%
RJT
273
Raymond James Trust
Florida
$2.84M +$162K +2,931 +6%
AMI
274
Amica Mutual Insurance
Rhode Island
$2.84M
SWM
275
SeaCrest Wealth Management
New York
$2.82M -$112K -2,039 -4%

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.