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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
CAM
726
Cubic Asset Management
Massachusetts
$398K
HDIM
727
Hanson & Doremus Investment Management
Vermont
$398K -$34.7K -629 -8%
PFBT
728
Parkside Financial Bank & Trust
Missouri
$397K +$32.5K +589 +9%
RSWM
729
Robertson Stephens Wealth Management
California
$396K +$4.63K +84 +1%
CCM
730
Coldstream Capital Management
Washington
$395K +$382K +6,933 New
Credit Agricole
731
Credit Agricole
France
$393K
AC
732
Avant Capital
Louisiana
$393K
SP
733
Successful Portfolios
Florida
$390K -$30.3K -550 -7%
GCMG
734
Gyroscope Capital Management Group
Florida
$389K -$551 -10 -0.1%
GWM
735
Geneos Wealth Management
Colorado
$389K +$22.1K +400 +6%
CWP
736
Curated Wealth Partners
California
$386K -$59.2K -1,074 -14%
I2I
737
Insight 2811 Inc
Illinois
$385K -$11K -200 -3%
AF
738
Apexium Financial
Texas
$384K
EP
739
Eudaimonia Partners
Tennessee
$383K -$28.2K -512 -7%
FWP
740
FAS Wealth Partners
Kansas
$381K +$2.98K +54 +0.8%
LNB
741
Ledyard National Bank
$380K
BRM
742
Boston Research & Management
Massachusetts
$378K +$366K +6,644 New
WDL
743
Well Done LLC
Michigan
$375K -$18.2K -331 -5%
AOWM
744
Alpha Omega Wealth Management
Virginia
$373K
MNBTD
745
Moody National Bank Trust Division
Texas
$373K +$16.8K +304 +5%
TSS
746
Two Sigma Securities
New York
$372K +$360K +6,539 New
SA
747
Strategic Advisors
New York
$370K -$215K -3,900 -38%
BHIA
748
Birch Hill Investment Advisors
Massachusetts
$370K
LWAM
749
Legacy Wealth Asset Management
Minnesota
$370K +$71.1K +1,289 +25%
SMC
750
Smith, Moore & Co
Missouri
$369K -$15.9K -288 -4%

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.