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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
CGL
501
Clarius Group LLC
Washington
$822K -$98.1K -1,780 -11%
TF
502
TIAA FSB
Florida
$816K -$131K -2,380 -14%
MJP
503
Michael J. Puzo
$812K
CCA
504
Checchi Capital Advisers
California
$811K +$24.9K +451 +3%
RB
505
Rodgers Brothers
Pennsylvania
$809K -$141K -2,550 -15%
BDS
506
Banco de Sabadell
Florida
$804K +$15.3K +278 +2%
TPCW
507
TD Private Client Wealth
New York
$802K -$48.1K -873 -6%
KWM
508
Kingsview Wealth Management
Oregon
$800K -$15.7K -284 -2%
SIP
509
Stoneridge Investment Partners
Pennsylvania
$797K +$294K +5,339 +62%
HKIM
510
Hayek Kallen Investment Management
Alabama
$796K -$1.76K -32 -0.2%
MPI
511
Mairs & Power Inc
Minnesota
$793K
TWD
512
True Wealth Design
Ohio
$786K +$761K +13,808 New
PGIM
513
Pacific Global Investment Management
California
$779K +$12.2K +221 +2%
TYCC
514
Texas Yale Capital Corp
Florida
$777K +$480K +8,700 +176%
CA
515
Clearstead Advisors
Ohio
$776K +$5.51K +100 +0.7%
GHA
516
GW Henssler & Associates
Georgia
$775K -$61.3K -1,112 -8%
CTC
517
Central Trust Company
Missouri
$772K -$2.48K -45 -0.3%
NA
518
Navellier & Associates
Nevada
$770K +$22.2K +402 +3%
CA
519
Crewe Advisors
Utah
$764K
AGA
520
Arkos Global Advisors
Texas
$757K
IAIM
521
International Assets Investment Management
Florida
$749K +$121K +2,189 +20%
PWW
522
Pettyjohn Wood & White
Virginia
$748K +$115K +2,085 +19%
HPM
523
Hudson Portfolio Management
New York
$743K -$5.51K -100 -0.8%
KA
524
Kovack Advisors
Florida
$742K -$9.37K -170 -1%
GC
525
GFG Capital
Florida
$739K -$61.7K -1,120 -8%

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.