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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
QIM
426
Quest Investment Management
Oregon
$1.14M
Rafferty Asset Management
427
Rafferty Asset Management
New York
$1.14M +$1.1M +19,973 New
GFG
428
Greystone Financial Group
Michigan
$1.13M +$405K +7,353 +59%
APWM
429
Atlas Private Wealth Management
New York
$1.13M +$52.7K +956 +5%
BPA
430
Beacon Pointe Advisors
California
$1.13M +$174K +3,164 +19%
RSC
431
Red Spruce Capital
Pennsylvania
$1.12M +$27.6K +500 +3%
LFAS
432
Level Four Advisory Services
Texas
$1.12M +$23K +418 +2%
BWL
433
Bogart Wealth LLC
Virginia
$1.12M -$30.8K -559 -3%
MCM
434
MAI Capital Management
Ohio
$1.12M +$118K +2,134 +12%
IDBONY
435
Israel Discount Bank of New York
New York
$1.11M -$1.98K -36 -0.2%
HFS
436
Hantz Financial Services
Michigan
$1.1M +$10.4K +189 +1%
WTC
437
WhitTier Trust Company
Nevada
$1.1M -$53.5K -970 -5%
AAS
438
Ameritas Advisory Services
Nebraska
$1.1M +$1.06M +19,264 New
WA
439
WealthTrust Axiom
Pennsylvania
$1.1M +$165 +3 +0%
LDB
440
Lee, Danner & Bass
Tennessee
$1.09M -$43.2K -783 -4%
ERIC
441
Eagle Rock Investment Company
Georgia
$1.09M +$4.13K +75 +0.4%
WFI
442
West Family Investments
California
$1.09M
TCM
443
Traynor Capital Management
Pennsylvania
$1.08M -$165K -2,989 -14%
XT
444
XTX Topco
Cayman Islands
$1.08M +$1.04M +18,887 New
IF
445
Intrua Financial
Texas
$1.07M -$73.8K -1,338 -7%
CCIA
446
Campbell & Co Investment Adviser
Maryland
$1.06M +$1.03M +18,673 New
BCM
447
BTC Capital Management
Iowa
$1.06M -$115K -2,090 -10%
SPC
448
Sigma Planning Corp
Michigan
$1.05M +$167K +3,035 +20%
DWT
449
Dorsey & Whitney Trust
South Dakota
$1.04M +$186K +3,377 +23%
OPCM
450
Osborne Partners Capital Management
California
$1.04M +$2.37K +43 +0.2%

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.