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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
Amundi
26
Amundi
France
$139M +$90.2M +1,635,590 +224%
Wells Fargo
27
Wells Fargo
California
$139M +$8.4M +152,328 +7%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$131M -$13.1M -237,257 -9%
JP Morgan Chase
29
JP Morgan Chase
New York
$117M -$17.6M -318,660 -13%
Millennium Management
30
Millennium Management
New York
$115M +$7.48M +135,725 +7%
Capital Research Global Investors
31
Capital Research Global Investors
California
$114M +$1.2M +21,764 +1%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$108M +$3.19M +57,799 +3%
State Farm Mutual Automobile Insurance
33
State Farm Mutual Automobile Insurance
Illinois
$106M
Invesco
34
Invesco
Georgia
$98.8M -$2.63M -47,791 -3%
Wolverine Trading
35
Wolverine Trading
Illinois
$92.5M +$86.1M +1,561,880 +2,485%
Stifel Financial
36
Stifel Financial
Missouri
$92.1M +$6.81M +123,557 +8%
TAM
37
Todd Asset Management
Kentucky
$85M +$204K +3,704 +0.2%
UBS Group
38
UBS Group
Switzerland
$78.6M +$4.82M +87,375 +7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$71.1M +$3.4M +61,737 +5%
DLA
40
Douglas Lane & Associates
New York
$69M -$4.03M -73,093 -6%
MIM
41
Merewether Investment Management
Texas
$67.7M +$24.2M +439,398 +59%
WGI
42
Westwood Global Investments
Massachusetts
$65.4M
ECA
43
Encompass Capital Advisors
New York
$64.1M +$62.1M +1,126,230 New
Boston Partners
44
Boston Partners
Massachusetts
$62.8M -$3.15M -57,204 -5%
Optiver Holding
45
Optiver Holding
Netherlands
$61M +$52.6M +953,749 +808%
Macquarie Group
46
Macquarie Group
Australia
$60.9M -$10.8M -195,345 -15%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$60.3M +$3.27M +59,253 +6%
SAM
48
Silvercrest Asset Management
New York
$59.4M +$7.1M +128,744 +14%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$59.2M -$1.94M -35,232 -3%
CCM
50
Cullen Capital Management
New York
$56M -$342K -6,210 -0.6%

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.