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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
OMC
326
Old Mission Capital
Illinois
$2.09M +$2.02M +36,632 New
SB
327
Simmons Bank
Arkansas
$2.06M -$162K -2,940 -8%
WPC
328
Waters Parkerson & Co
Louisiana
$1.99M -$24.3K -440 -1%
ASN
329
Advisory Services Network
Georgia
$1.97M +$52.3K +948 +3%
AWM
330
AE Wealth Management
Kansas
$1.97M -$163K -2,962 -8%
Artisan Partners
331
Artisan Partners
Wisconsin
$1.97M -$39.2M -710,373 -95%
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$1.96M +$669K +12,132 +54%
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$1.95M +$359K +6,512 +23%
OWA
334
Octavia Wealth Advisors
Ohio
$1.94M +$7.55K +137 +0.4%
BMA
335
Brooks Moore & Associates
Tennessee
$1.94M +$470K +8,535 +34%
LIP
336
Lighthouse Investment Partners
Florida
$1.93M +$1.87M +33,878 New
AWE
337
Avidian Wealth Enterprises
Texas
$1.91M +$328K +5,957 +22%
V
338
Veritable
Delaware
$1.9M +$52.4K +951 +3%
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$1.89M -$12.6K -228 -0.7%
CL
340
CSS LLC
Illinois
$1.82M +$882K +16,000 +100%
HTC
341
Haverford Trust Company
Pennsylvania
$1.82M -$338K -6,135 -16%
BC
342
Burney Company
Virginia
$1.78M -$12.1K -220 -0.7%
FFM
343
Forum Financial Management
Illinois
$1.78M -$496 -9 -0%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$1.74M +$232K +4,203 +16%
MCM
345
Mitchell Capital Management
Kansas
$1.73M +$14.6K +264 +0.9%
VFA
346
Valeo Financial Advisors
Indiana
$1.71M +$1.32K +24 +0.1%
IM
347
Islet Management
New York
$1.71M -$1.1M -20,000 -40%
GG
348
Gofen & Glossberg
Illinois
$1.69M -$161K -2,920 -9%
SC
349
Stolper & Co
Oklahoma
$1.69M -$379K -6,880 -19%
LSA
350
Leonteq Securities AG
Switzerland
$1.68M -$374K -6,790 -19%

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.