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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
IC
476
IEQ Capital
California
$931K -$192K -3,474 -18%
WT
477
Whittier Trust
California
$931K -$21.3K -387 -2%
BMO
478
Beck Mack & Oliver
New York
$930K
QCM
479
Quantinno Capital Management
New York
$924K +$894K +16,223 New
BEAM
480
Baker Ellis Asset Management
Washington
$923K
F
481
F3Logic
Minnesota
$922K -$113K -2,050 -11%
GBS
482
Gallagher Benefit Services
Illinois
$922K +$892K +16,187 New
DP
483
Dearborn Partners
Illinois
$921K -$12.2K -222 -1%
MIP
484
Marietta Investment Partners
Wisconsin
$907K -$6.89K -125 -0.8%
SLAM
485
Swiss Life Asset Management
$899K -$101K -1,830 -10%
CIM
486
Confluence Investment Management
Missouri
$890K -$29.7K -539 -3%
SWM
487
Sendero Wealth Management
Texas
$883K +$214K +3,882 +33%
TSW
488
Thompson Siegel & Walmsley
Virginia
$881K +$21.5K +390 +3%
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$878K -$62.6K -1,135 -7%
CSIC
490
Clifford Swan Investment Counsel
California
$872K
IWM
491
Iams Wealth Management
Nebraska
$866K +$838K +15,207 New
CWP
492
Cyndeo Wealth Partners
Florida
$854K +$827K +14,994 New
QT
493
Quantbot Technologies
New York
$853K +$826K +14,976 New
SGI
494
Summit Global Investments
Utah
$837K +$273K +4,948 +51%
Charles Schwab
495
Charles Schwab
California
$835K +$808K +14,665 New
MYIA
496
Mount Yale Investment Advisors
Colorado
$831K -$231K -4,184 -22%
MGIA
497
Moneta Group Investment Advisors
Missouri
$830K -$45.1K -818 -5%
SIC
498
Shoker Investment Counsel
Ohio
$830K -$56.8K -1,030 -7%
AFG
499
American Financial Group
Ohio
$826K
CTA
500
Chesley Taft & Associates
Illinois
$822K

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.