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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
POIA
526
Pin Oak Investment Advisors
Texas
$738K -$50.1K -908 -7%
MWM
527
Mission Wealth Management
California
$737K -$111K -2,018 -13%
SRC
528
Sage Rhino Capital
California
$736K +$19.2K +349 +3%
LSAG
529
Lake Street Advisors Group
New Hampshire
$735K -$58K -1,053 -8%
BCM
530
Birmingham Capital Management
Alabama
$734K +$15.2K +275 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
531
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$729K +$347K +6,300 +97%
ICA
532
Infrastructure Capital Advisors
New York
$729K -$18.3K -332 -3%
RPCONE
533
Retirement Planning Company of New England
Rhode Island
$728K -$8.16K -148 -1%
SW
534
SlateStone Wealth
Florida
$725K +$702K +12,730 New
SS
535
Sunbelt Securities
Texas
$724K +$109K +1,982 +18%
NL
536
NVWM LLC
Pennsylvania
$723K +$4.19K +76 +0.6%
SGA
537
Strategic Global Advisors
California
$721K -$661 -12 -0.1%
FHA
538
First Horizon Advisors
Tennessee
$719K -$3.53K -64 -0.5%
AMIM
539
Aull & Monroe Investment Management
Alabama
$709K
FBFS
540
First Business Financial Services
Wisconsin
$709K +$17K +308 +3%
HW
541
Hancock Whitney
Mississippi
$702K +$29.2K +530 +4%
PAG
542
Private Advisor Group
New Jersey
$700K +$81.2K +1,473 +4%
WIM
543
Waverton Investment Management
United Kingdom
$698K
TCOV
544
Trust Company of Vermont
Vermont
$695K +$5.51K +100 +0.8%
WIC
545
Woodmont Investment Counsel
Tennessee
$693K
TG
546
TCW Group
California
$692K
First Manhattan
547
First Manhattan
New York
$685K -$23.6K -428 -3%
CIA
548
Capital Investment Advisors
Georgia
$684K +$66K +1,198 +11%
PCIA
549
Prime Capital Investment Advisors
Kansas
$682K +$67.5K +1,225 +11%
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K -$7.22K -131 -1%

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.