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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
RGF
651
Retirement Guys Formula
Ohio
$497K +$264K +4,786 +114%
LWAC
652
Laurel Wealth Advisors (California)
California
$495K -$12.4K -225 -3%
IC
653
Inscription Capital
Texas
$493K -$17.9K -324 -4%
GI
654
Gradient Investments
Minnesota
$492K -$11K -199 -2%
BWAM
655
Boyd Watterson Asset Management
Ohio
$491K
HI
656
Harbour Investments
Wisconsin
$488K +$181K +3,291 +62%
PA
657
Parallel Advisors
California
$484K -$500K -9,065 -52%
BFO
658
Boston Family Office
Massachusetts
$484K -$46.7K -848 -9%
AWM
659
Apollon Wealth Management
South Carolina
$482K -$36K -653 -7%
JCM
660
Jacobi Capital Management
Pennsylvania
$479K -$4.19K -76 -0.9%
PFPT
661
Pinnacle Financial Partners (Tennessee)
Tennessee
$478K +$1.05K +19 +0.2%
PTC
662
Philadelphia Trust Company
Pennsylvania
$476K
MSS
663
Mitchell Sinkler & Starr
Pennsylvania
$470K +$455K +8,255 New
GCM
664
Gables Capital Management
Florida
$469K
CLOS
665
Compagnie Lombard Odier SCmA
Switzerland
$466K
CW
666
CreativeOne Wealth
Kansas
$465K -$45.5K -825 -9%
EG
667
Ellerson Group
Maryland
$465K +$450K +8,171 New
AWAU
668
Alliance Wealth Advisors (Utah)
Utah
$462K +$447K +8,106 New
SFO
669
Stokes Family Office
Louisiana
$461K -$937 -17 -0.2%
DWM
670
Drive Wealth Management
Utah
$460K +$32.9K +596 +8%
JWCA
671
J.W. Cole Advisors
Florida
$459K +$52.3K +948 +13%
VDI
672
Vaughan David Investments
Illinois
$456K
EA
673
Ellsworth Advisors
Ohio
$456K +$430K +7,803 New
WWC
674
Waypoint Wealth Counsel
Georgia
$456K +$441K +8,000 New
YWP
675
YorkBridge Wealth Partners
New York
$455K -$42.4K -770 -9%

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.