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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
DT
626
Diversified Trust
Tennessee
$525K
CGA
627
Crescent Grove Advisors
Illinois
$524K +$105K +1,901 +26%
FWSM
628
First Wilshire Securities Management
California
$522K
PTC
629
Private Trust Company
Ohio
$522K +$505K +9,162 New
RMAM
630
Raab & Moskowitz Asset Management
New Jersey
$522K +$62.5K +1,133 +14%
1WA
631
180 Wealth Advisors
Washington
$519K -$2.48K -45 -0.5%
FMTC
632
Farmers & Merchants Trust Company
California
$518K
ACM
633
Argyle Capital Management
Pennsylvania
$517K
BFEC
634
Benjamin F. Edwards & Company
Missouri
$516K +$180K +3,270 +56%
SWM
635
Seed Wealth Management
Illinois
$515K +$498K +9,035 New
BTI
636
Blue Trust Inc
Georgia
$514K +$85.7K +1,554 +18%
MCA
637
MSH Capital Advisors
Arizona
$513K -$8.82K -160 -2%
ECM
638
Estabrook Capital Management
New York
$509K -$44.1K -800 -8%
SG Americas Securities
639
SG Americas Securities
New York
$507K -$254K -4,613 -34%
PL
640
Plancorp LLC
Missouri
$506K
HIP
641
Harrell Investment Partners
Texas
$504K +$4.3K +78 +0.9%
KS
642
Karpas Strategies
Connecticut
$504K
RSVP
643
Ramsay Stattman Vela & Price
Colorado
$503K
SAMT
644
Select Asset Management & Trust
Pennsylvania
$503K
GFP
645
Gryphon Financial Partners
Ohio
$501K +$61.2K +1,110 +14%
Two Sigma Investments
646
Two Sigma Investments
New York
$501K -$4.88M -88,526 -91%
BHB
647
Bank Hapoalim BM
Israel
$501K -$37.4K -678 -7%
BIM
648
Baldwin Investment Management
Pennsylvania
$500K +$96.3K +1,747 +25%
VCA
649
Verdence Capital Advisors
Maryland
$498K -$1.16K -21 -0.2%
IAN
650
Integrated Advisors Network
Texas
$497K +$3.8K +69 +0.8%

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.