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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
MHR
601
Matthew Hamilton Rosenberg
$563K +$110 +2 +0%
MGIA
602
Matthew Goff Investment Advisor
Texas
$561K +$265K +4,808 +95%
NB
603
NBT Bank
New York
$561K +$165 +3 +0%
ACM
604
Advisors Capital Management
New Jersey
$559K +$541K +9,809 New
WAL
605
W Advisors LLC
Tennessee
$556K -$5.51K -100 -1%
ST
606
Smithfield Trust
Pennsylvania
$556K -$96K -1,741 -15%
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$556K -$49.6K -900 -8%
NL
608
NWAM LLC
Washington
$553K +$176K +3,186 +49%
DI
609
Diligent Investors
California
$553K -$125K -2,276 -19%
TW
610
TrinityPoint Wealth
Connecticut
$551K +$6.72K +122 +1%
SC
611
Schulhoff & Co
Ohio
$551K
ATC
612
Argent Trust Co
Tennessee
$549K -$39.1K -709 -7%
DWM
613
Dorchester Wealth Management
Quebec, Canada
$548K -$66.2K -1,200 -11%
RBC
614
Romano Brothers & Co
Illinois
$545K -$104K -1,890 -16%
FIM
615
Fruth Investment Management
Texas
$545K
Janus Henderson Group
616
Janus Henderson Group
United Kingdom
$542K -$4.8K -87 -0.9%
RHDIC
617
R.H. Dinel Investment Counsel
California
$542K
SG
618
StoneX Group
New York
$541K +$524K +9,502 New
BTWM
619
Baker Tilly Wealth Management
Wisconsin
$540K -$26.4K -479 -5%
IFG
620
Independent Financial Group
California
$539K -$10.5K -190 -2%
CG
621
Clarus Group
Texas
$537K -$326K -5,905 -39%
ADMI
622
Albert D. Mason Inc
Massachusetts
$536K +$51.8K +940 +11%
WJWM
623
Williams Jones Wealth Management
New York
$533K +$10.3K +186 +2%
PCM
624
Parsons Capital Management
Rhode Island
$529K -$38.8K -704 -7%
WA
625
Wambolt & Associates
Colorado
$527K +$171K +3,095 +50%

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.