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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
HSBC Holdings
576
HSBC Holdings
United Kingdom
$608K -$4.52K -82 -0.8%
FWM
577
Forefront Wealth Management
Pennsylvania
$605K +$276 +5 +0%
EW
578
Evoke Wealth
California
$604K +$34.2K +620 +6%
PCA
579
Personal Capital Advisors
California
$604K +$38.8K +703 +7%
DI
580
DFPG Investments
Utah
$594K +$555K +10,077 New
VIA
581
Vident Investment Advisory
Georgia
$593K +$574K +10,415 New
Kayne Anderson Rudnick Investment Management
582
Kayne Anderson Rudnick Investment Management
California
$593K -$217K -3,941 -27%
SSG
583
Summit Securities Group
New York
$592K -$750K -13,600 -57%
NSIM
584
North Star Investment Management
Illinois
$589K -$5.51K -100 -1%
PBT
585
Pictet Bank & Trust
Bahamas
$587K
Lido Advisors
586
Lido Advisors
California
$586K +$122K +2,216 +27%
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
$584K +$72.8K +1,320 +15%
SW
588
SteelPeak Wealth
California
$583K -$12.8K -232 -2%
WF
589
Welch & Forbes
Massachusetts
$583K +$104K +1,883 +23%
WI
590
WrapManager Inc
California
$582K +$35.6K +645 +7%
VVP
591
Venture Visionary Partners
Ohio
$580K -$106K -1,922 -16%
CG
592
Caprock Group
Idaho
$578K +$6.67K +121 +1%
SWS
593
SYSTM Wealth Solutions
Illinois
$578K +$559K +10,143 New
PM
594
Penbrook Management
New York
$575K -$110K -2,000 -17%
JGUA
595
John G. Ullman & Associates
New York
$575K +$11K +200 +2%
LFA
596
Legacy Financial Advisors
Kentucky
$570K +$62.9K +1,141 +13%
NCM
597
Northwest Capital Management
Oregon
$570K
SCM
598
Shelton Capital Management
Colorado
$570K
DG
599
DMC Group
Alabama
$568K +$10.7K +195 +2%
SC
600
Saturna Capital
Washington
$567K

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.