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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
IP
676
Ignite Planners
California
$453K +$74.4K +1,350 +21%
4WM
677
44 Wealth Management
Oregon
$452K +$80.9K +1,467 +23%
SIG
678
Stonegate Investment Group
Alabama
$451K +$37.5K +681 +9%
FHA
679
Flagship Harbor Advisors
Massachusetts
$450K +$33.8K +614 +8%
MA
680
Montag & Associates
Georgia
$449K +$6.12K +111 +1%
CCFCSB
681
Cape Cod Five Cents Savings Bank
Massachusetts
$447K -$1.82K -33 -0.4%
FTC
682
Farmers Trust Company
Ohio
$446K
SJIM
683
St. Johns Investment Management
Florida
$444K -$11.4K -206 -3%
WHG
684
Westwood Holdings Group
Texas
$443K
LI
685
LMCG Investments
Massachusetts
$439K -$206K -3,739 -33%
KIA
686
KCM Investment Advisors
California
$437K +$10.4K +188 +3%
SN
687
Sittner & Nelson
Oregon
$437K
FFA
688
Founders Financial Alliance
North Carolina
$437K +$1.16K +21 +0.3%
LNC
689
Lincoln National Corp
Pennsylvania
$435K +$138K +2,502 +49%
SBIA
690
Sheaff Brock Investment Advisors
Indiana
$434K +$28.8K +523 +7%
AIM
691
Alhambra Investment Management
Florida
$433K +$2.59K +47 +0.6%
SQA
692
Simon Quick Advisors
New Jersey
$433K +$60.7K +1,101 +17%
HL
693
HeadInvest LLC
Maine
$431K +$992 +18 +0.2%
LWM
694
Laidlaw Wealth Management
New York
$429K -$27.6K -500 -6%
GC
695
Grimes & Company
Massachusetts
$429K -$43.5K -789 -9%
CC
696
Courier Capital
New York
$426K
DAS
697
Dynamic Advisor Solutions
Arizona
$425K -$23.4K -425 -5%
CIAS
698
Capital Investment Advisory Services
North Carolina
$423K +$35.2K +639 +9%
CAMG
699
CWA Asset Management Group
Florida
$421K +$408K +7,400 New
WAM
700
WNY Asset Management
New York
$420K +$406K +7,372 New

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.