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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
SCM
551
Schnieders Capital Management
California
$674K -$551 -10 -0.1%
CFGS
552
Concourse Financial Group Securities
Alabama
$672K +$122K +2,210 +23%
EAM
553
Eagle Asset Management
Florida
$669K -$11.8K -214 -2%
Vontobel Holding
554
Vontobel Holding
Switzerland
$662K
EOCM
555
Energy Opportunities Capital Management
Texas
$660K -$33.6K -610 -5%
AWA
556
Arkadios Wealth Advisors
Georgia
$659K +$157K +2,840 +33%
MGWM
557
Marks Group Wealth Management
Minnesota
$655K -$44.8K -812 -7%
JFG
558
Jefferies Financial Group
New York
$649K +$629K +11,404 New
IRC
559
Investors Research Corp
Georgia
$648K -$8.27K -150 -1%
GW
560
GW & Wade
Massachusetts
$646K +$196K +3,564 +46%
HJIM
561
Henry James International Management
New York
$642K -$55 -1 -0%
NA
562
NewEdge Advisors
Louisiana
$641K +$292K +5,297 +15%
MG
563
Mather Group
Illinois
$639K -$20K -363 -3%
BFS
564
Bradley Foster & Sargent
Connecticut
$634K
OA
565
Oxbow Advisors
Texas
$632K -$41.3K -750 -6%
ECA
566
Elevated Capital Advisors
Utah
$630K +$19.5K +353 +3%
9WM
567
9258 Wealth Management
Ohio
$627K -$15.8K -287 -3%
SBH
568
Segall Bryant & Hamill
Illinois
$627K -$33K -599 -5%
IAA
569
Ironsides Asset Advisors
North Carolina
$627K -$5.51K -100 -0.9%
KA
570
Kozak & Associates
Colorado
$627K
ES
571
ETF Store
Kansas
$624K +$52.3K +948 +10%
EWA
572
EP Wealth Advisors
California
$620K -$80.5K -1,460 -12%
Connor, Clark & Lunn Investment Management (CC&L)
573
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$619K -$28.3M -512,494 -98%
BL
574
Balentine LLC
Georgia
$618K -$56.7K -1,029 -9%
Lazard Asset Management
575
Lazard Asset Management
New York
$616K -$29.4K -534 -5%

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.