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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
AT
776
Arvest Trust
Oklahoma
$346K -$1.43K -26 -0.4%
HA
777
Hamel Associates
New Jersey
$345K
AWS
778
Arkfeld Wealth Strategies
Nebraska
$344K
IAMOG
779
Investors Asset Management of Georgia
Georgia
$344K
FMWA
780
Forvis Mazars Wealth Advisors
Missouri
$343K -$30.2K -548 -8%
AS
781
Altshuler Shaham
Israel
$342K
AAIM
782
Asset Advisors Investment Management
Georgia
$342K
ARMT
783
Amica Retiree Medical Trust
Rhode Island
$341K
HH
784
Hilltop Holdings
Texas
$338K +$20.9K +380 +7%
SDAM
785
Shulman DeMeo Asset Management
New York
$338K -$496 -9 -0.2%
FFA
786
First Foundation Advisors
California
$335K +$76.2K +1,383 +31%
GCM
787
Gallacher Capital Management
Colorado
$335K +$324K +5,875 New
GEA
788
Glen Eagle Advisors
New Jersey
$334K +$56.8K +1,030 +21%
HCA
789
Harbour Capital Advisors
Virginia
$333K -$2.76K -50 -0.8%
BIM
790
Bridges Investment Management
Nebraska
$332K -$22.1K -400 -6%
HVIA
791
Hudson Valley Investment Advisors
New York
$332K -$16.3K -295 -5%
HJGA
792
Hardman Johnston Global Advisors
Connecticut
$330K
CT
793
Caldwell Trust
Florida
$329K +$174K +3,155 +121%
SCP
794
Syntal Capital Partners
Texas
$328K +$2.81K +51 +0.9%
AUB
795
Atlantic Union Bankshares
Virginia
$326K
SIMG
796
Sonora Investment Management Group
Arizona
$323K -$1.43K -26 -0.5%
MA
797
MBA Advisors
Pennsylvania
$323K -$111K -2,020 -26%
PAM
798
Private Asset Management
California
$322K -$5.51K -100 -2%
SPP
799
Single Point Partners
Massachusetts
$321K
PMA
800
Prudent Man Advisors
Illinois
$320K +$87.6K +1,590 +39%

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.