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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
SFS
351
Sowell Financial Services
Arkansas
$1.68M +$364K +6,602 +29%
FSA
352
Fort Sheridan Advisors
Illinois
$1.68M -$121K -2,193 -7%
LIM
353
Leavell Investment Management
Alabama
$1.68M +$295K +5,350 +22%
QCG
354
Quadrant Capital Group
Ohio
$1.66M +$71.6K +1,298 +5%
PAS
355
Park Avenue Securities
New York
$1.66M +$109K +1,985 +7%
NW
356
NewEdge Wealth
Pennsylvania
$1.65M -$162K -2,942 -9%
PCM
357
Penserra Capital Management
California
$1.64M +$1.55M +28,076 +3,899%
CL
358
COWA LLC
Oklahoma
$1.6M +$103K +1,874 +7%
AWM
359
Absher Wealth Management
North Carolina
$1.59M +$298K +5,410 +24%
SYBT
360
Stock Yards Bank & Trust
Kentucky
$1.56M -$43K -780 -3%
RCG
361
Regatta Capital Group
California
$1.55M -$22.9K -416 -2%
SCI
362
Stableford Capital II
Arizona
$1.55M -$11.1K -202 -0.8%
LBC
363
Lowe Brockenbrough & Co
Virginia
$1.54M -$48.5K -880 -3%
CCC
364
Chelsea Counsel Company
California
$1.53M
HWM
365
HB Wealth Management
Georgia
$1.53M +$203K +3,690 +16%
BG
366
Bahl & Gaynor
Ohio
$1.53M
FCI
367
Financial Counselors Inc
Kansas
$1.53M +$118K +2,135 +9%
RWA
368
Roberts Wealth Advisors
California
$1.51M +$39.4K +714 +3%
S
369
SimplyRich
California
$1.51M +$16.9K +307 +1%
CCI
370
Credit Capital Investments
New Jersey
$1.51M
HCMT
371
Highland Capital Management (Tennessee)
Tennessee
$1.51M
BS
372
Boenning & Scattergood
Pennsylvania
$1.5M +$6.56K +119 +0.4%
CS
373
Candriam SCA
Luxembourg
$1.48M +$1.44M +26,075 New
UB
374
UMB Bank
Missouri
$1.47M -$262K -4,747 -16%
ONB
375
Old National Bancorp
Indiana
$1.47M +$201K +3,654 +17%

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.