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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
TCM
451
Tandem Capital Management
New Jersey
$1.04M +$171K +3,105 +21%
PF
452
Phoenix Financial
Israel
$1.03M +$32.8K +595 +3%
BOH
453
Bank of Hawaii
Hawaii
$1.03M +$60K +1,088 +6%
NHC
454
Nicholas Hoffman & Company
Georgia
$1.03M -$9.65K -175 -1%
FNBOO
455
First National Bank of Omaha
Nebraska
$1.03M -$1.03M -18,677 -51%
GT
456
Glenview Trust
Kentucky
$1.01M
SWP
457
Stratos Wealth Partners
Ohio
$1.01M -$5.62K -102 -0.6%
WA
458
Wealth Alliance
New York
$1M -$41.3K -750 -4%
AAM
459
Auxier Asset Management
Oregon
$996K
SCA
460
Snowden Capital Advisors
New York
$996K +$107K +1,946 +13%
GT
461
Greenleaf Trust
Michigan
$992K +$52K +944 +6%
GI
462
GAMCO Investors
Connecticut
$991K +$223K +4,050 +30%
PA
463
Profund Advisors
Maryland
$988K +$237K +4,305 +33%
MWM
464
Meridian Wealth Management
Kentucky
$983K -$146K -2,640 -13%
BB
465
Busey Bank
Illinois
$982K -$73K -1,325 -7%
EIP
466
Epoch Investment Partners
New York
$978K
ISL
467
Ingalls & Snyder LLC
New York
$976K
CI
468
Clal Insurance
Israel
$968K -$276K -5,000 -23%
NLP
469
Next Level Private
New York
$965K +$1.16K +21 +0.1%
WANY
470
Wealthspire Advisors (New York)
New York
$962K +$336K +6,104 +57%
RG
471
Rathbones Group
United Kingdom
$951K
Bessemer Group
472
Bessemer Group
New Jersey
$950K -$61.9K -1,122 -6%
VT
473
Vise Technologies
New York
$950K +$113K +2,051 +14%
RCM
474
Radnor Capital Management
Pennsylvania
$948K -$16.5K -300 -2%
HAG
475
HF Advisory Group
Maryland
$941K +$911K +16,520 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.