We are live on ! Find out more

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
EIC
51
Equity Investment Corp
Georgia
$54.3M +$1.5M +27,276 +3%
LBA
52
Letko, Brosseau & Associates
Quebec, Canada
$53.8M -$1.36M -24,670 -3%
PC
53
PointState Capital
New York
$52.5M +$50.8M +921,334 New
N
54
Nuveen
North Carolina
$52.1M -$1.17M -21,232 -2%
AllianceBernstein
55
AllianceBernstein
Tennessee
$50.3M +$2.67M +48,469 +6%
TRSOTSOK
56
Teachers Retirement System of the State of Kentucky
Kentucky
$50.1M
RJA
57
Raymond James & Associates
Florida
$48.2M +$2.5M +45,296 +6%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$46.3M -$855K -15,509 -2%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$45.1M -$2.46M -44,602 -5%
SGDR
60
SPX Gestao de Recursos
Brazil
$44.2M -$1.39M -25,159 -3%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$40.5M +$18.9M +343,169 +63%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$39.7M -$1.17M -21,272 -3%
Ameriprise
63
Ameriprise
Minnesota
$39.6M -$31M -561,622 -45%
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$38.1M -$19.7M -356,793 -35%
Jennison Associates
65
Jennison Associates
New York
$33.2M +$2.64M +47,836 +9%
PDM
66
Penn Davis McFarland
Texas
$32.1M -$408K -7,408 -1%
NSLI
67
Nan Shan Life Insurance
Taiwan
$31.7M
EIP
68
Energy Income Partners
Connecticut
$31.6M -$3.31M -60,119 -10%
CI
69
Cambiar Investors
Colorado
$30.8M +$28.9M +523,576 +3,030%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$30.5M -$56.5M -1,024,743 -66%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$30M -$17.7M -321,900 -38%
LPL Financial
72
LPL Financial
California
$28.2M +$77.1K +1,399 +0.3%
Fayez Sarofim & Co
73
Fayez Sarofim & Co
Texas
$27.8M -$2.93M -53,208 -10%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$27.5M +$12M +217,432 +82%
WCM
75
Wedge Capital Management
North Carolina
$27.3M +$2.23M +40,481 +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.