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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
HIM
376
Harbour Investment Management
Washington
$1.46M
CCM
377
Cohen Capital Management
California
$1.46M
BIA
378
Barry Investment Advisors
Massachusetts
$1.46M -$89.9K -1,631 -6%
PNC
379
Park National Corp
Ohio
$1.45M -$43.8K -794 -3%
PWM
380
Perigon Wealth Management
California
$1.45M +$186K +3,373 +15%
SFA
381
Sequoia Financial Advisors
Ohio
$1.44M +$392K +7,117 +39%
HAIM
382
Hunter Associates Investment Management
Pennsylvania
$1.43M
GWI
383
Grace & White Inc
New York
$1.41M
WS
384
Wedbush Securities
California
$1.4M -$110K -1,991 -8%
BW
385
Bison Wealth
Georgia
$1.39M +$202K +3,673 +18%
GVAG
386
Great Valley Advisor Group
Delaware
$1.39M +$57.1K +1,035 +4%
HCM
387
Howland Capital Management
Massachusetts
$1.38M +$88.2K +1,600 +7%
CCM
388
Chilton Capital Management
Texas
$1.37M +$134K +2,428 +11%
Marshall Wace
389
Marshall Wace
United Kingdom
$1.37M +$1.33M +24,121 New
BRWA
390
B. Riley Wealth Advisors
Florida
$1.36M +$44.7K +811 +4%
KPWS
391
Kestra Private Wealth Services
Texas
$1.35M +$559K +10,137 +75%
IA
392
IFP Advisors
Florida
$1.33M -$1.13M -20,521 -45%
P
393
Pitcairn
Pennsylvania
$1.33M +$41K +743 +3%
Luther King Capital Management (LKCM)
394
Luther King Capital Management (LKCM)
Texas
$1.32M -$61.5K -1,116 -5%
Manulife (Manufacturers Life Insurance)
395
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.32M -$47K -853 -4%
CCB
396
Cutter & Co Brokerage
Missouri
$1.32M -$25.9K -470 -2%
HT
397
HighTower Trust
Texas
$1.3M +$27.2K +493 +2%
SC
398
Solstein Capital
California
$1.3M +$54.8K +994 +5%
PFO
399
Pathstone Family Office
New Jersey
$1.29M +$729K +13,227 +50%
CS
400
Crescent Sterling
Louisiana
$1.28M +$1.24M +22,563 New

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.