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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
MHIC
276
Marble Harbor Investment Counsel
Massachusetts
$2.79M +$226K +4,100 +9%
CQS
277
Credential Qtrade Securities
$2.78M +$707K +12,824 +36%
KCM
278
Kanawha Capital Management
Virginia
$2.77M -$28.3K -513 -1%
JAM
279
JCIC Asset Management
Ontario, Canada
$2.76M -$67.3K -1,220 -2%
XC
280
XY Capital
Hong Kong
$2.75M +$2.66M +48,275 New
RFC
281
Regions Financial Corp
Alabama
$2.75M +$20.5K +372 +0.8%
Brown Advisory
282
Brown Advisory
Maryland
$2.74M -$215K -3,893 -7%
SC
283
Shay Capital
New York
$2.71M +$2.62M +47,500 New
GAG
284
GM Advisory Group
New York
$2.68M -$309K -5,600 -11%
IUHSA
285
Itau Unibanco Holding S.A.
Brazil
$2.66M -$11.7M -212,597 -82%
MMA
286
Miracle Mile Advisors
California
$2.65M +$2.56M +46,483 New
HF
287
HRT Financial
New York
$2.64M +$2.56M +46,398 New
William Blair & Company
288
William Blair & Company
Illinois
$2.64M -$54.8K -994 -2%
CB
289
Commerce Bank
Missouri
$2.63M -$11.6K -210 -0.5%
UFG
290
United Fire Group
Iowa
$2.62M
PGA
291
Portland Global Advisors
Maine
$2.62M -$72.2K -1,310 -3%
CG
292
Colony Group
Massachusetts
$2.61M +$326K +5,916 +15%
IMOV
293
Investment Management of Virginia
Virginia
$2.6M -$47.5K -861 -2%
MC
294
Moors & Cabot
Massachusetts
$2.56M +$22.2K +403 +0.9%
AMG
295
Advisors Management Group
Wisconsin
$2.53M -$5.46K -99 -0.2%
YIA
296
YHB Investment Advisors
Connecticut
$2.5M +$531K +9,639 +28%
HNB
297
Huntington National Bank
Ohio
$2.48M -$186K -3,366 -7%
GHAM
298
Gilman Hill Asset Management
Connecticut
$2.47M +$127K +2,305 +6%
BS
299
Banco Santander
Spain
$2.45M -$3.52M -63,888 -60%
S
300
SignatureFD
Georgia
$2.44M +$398K +7,229 +20%

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.