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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
WB
401
WesBanco Bank
West Virginia
$1.28M +$324K +5,873 +35%
KLWA
402
Kelly Lawrence W & Associates
California
$1.28M -$182K -3,301 -13%
EHC
403
Everett Harris & Co
California
$1.27M -$49.6K -900 -4%
AssetMark Inc
404
AssetMark Inc
California
$1.27M +$242K +4,386 +24%
AP
405
Americana Partners
Texas
$1.26M -$2.39M -43,332 -66%
Dimensional Fund Advisors
406
Dimensional Fund Advisors
Texas
$1.26M +$110M +1,992,903 +10%
HA
407
Herold Advisors
New York
$1.25M +$55.7K +1,010 +5%
IIM
408
Ipswich Investment Management
Massachusetts
$1.24M
SW
409
SVB Wealth
Massachusetts
$1.23M +$24.4K +443 +2%
MCM
410
McKinley Capital Management
Alaska
$1.22M +$305K +5,541 +35%
FTUS
411
Flow Traders U.S.
New York
$1.22M +$1.18M +21,457 New
JIC
412
Johnson Investment Counsel
Ohio
$1.22M +$4.41K +80 +0.4%
SCM
413
SOL Capital Management
Maryland
$1.22M -$13.8K -250 -1%
GC
414
Guggenheim Capital
Illinois
$1.19M -$203K -3,687 -15%
Prudential Financial
415
Prudential Financial
New Jersey
$1.19M -$200K -3,627 -15%
EM
416
Excalibur Management
Massachusetts
$1.18M +$441 +8 +0%
WSCM
417
Wellington Shields Capital Management
New York
$1.16M
AHC
418
Adell Harriman & Carpenter
Texas
$1.15M +$402K +7,285 +56%
CAS
419
Coppell Advisory Solutions
Texas
$1.15M +$1.11M +20,206 New
CASC
420
Coppell Advisory Solutions Corp
Texas
$1.15M +$1.11M +20,206 New
GFS
421
GYL Financial Synergies
Connecticut
$1.15M +$1.11M +20,194 New
BFIM
422
Beese Fulmer Investment Management
Ohio
$1.15M -$19.3K -351 -2%
SRC
423
Shufro Rose & Co
New York
$1.15M +$5.51K +100 +0.5%
FA
424
FDx Advisors
Illinois
$1.14M -$253K -4,584 -19%
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$1.14M -$27.5K -499 -2%

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.