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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
RIL
751
Rothschild Investment LLC
Illinois
$368K -$13.8K -250 -4%
SFWA
752
Summit Financial Wealth Advisors
Louisiana
$367K -$5.51K -100 -2%
NAM
753
NTV Asset Management
West Virginia
$367K
BA
754
Bennicas & Associates
California
$367K +$356K +6,450 New
RCAG
755
Rehmann Capital Advisory Group
Michigan
$367K -$13.7K -248 -4%
BMC
756
Beaton Management Company
Massachusetts
$367K
EW
757
Element Wealth
Mississippi
$366K -$19K -344 -5%
APWM
758
Argonautica Private Wealth Management
Massachusetts
$366K +$354K +6,429 New
GS
759
Gagnon Securities
New York
$364K -$11K -200 -3%
AF
760
Allworth Financial
California
$363K +$55.7K +1,011 +19%
WP
761
WealthSource Partners
California
$361K -$8.16K -148 -2%
SAMC
762
Spectrum Asset Management (California)
California
$359K
AIA
763
AIMZ Investment Advisors
California
$357K -$9.65K -175 -3%
IBOK
764
Independence Bank of Kentucky
Kentucky
$357K +$19.8K +359 +6%
PWP
765
Principle Wealth Partners
Connecticut
$357K +$28.7K +520 +9%
BBI
766
Baxter Bros Inc
Connecticut
$356K -$5.51K -100 -2%
PA
767
Probity Advisors
Texas
$356K +$12.4K +225 +4%
FB
768
Fulton Bank
Pennsylvania
$351K -$203K -3,680 -37%
BCMLT
769
Beacon Capital Management LLC (Tennessee)
Tennessee
$351K -$12.6K -229 -4%
BCP
770
Berkeley Capital Partners
Georgia
$350K +$110 +2 +0%
IIM
771
InTrack Investment Management
Vermont
$350K -$23.2K -420 -6%
PWLP
772
Prio Wealth Limited Partnership
Massachusetts
$349K
EGA
773
E&G Advisors
Texas
$347K -$11K -200 -3%
TCB
774
Texas Capital Bancshares
Texas
$347K +$8.82K +160 +3%
IB
775
Intrust Bank
Kansas
$346K +$75.8K +1,375 +29%

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.