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
KC
801
Kenfarb & Co
Kentucky
$319K
MWM
802
Mattern Wealth Management
Kansas
$319K +$38.6K +700 +14%
LI
803
Lafayette Investments
Maryland
$318K
SC
804
Sawyer & Company
Massachusetts
$317K -$13.8K -251 -4%
SIS
805
Susquehanna International Securities
Ireland
$315K +$305K +5,536 New
MFG
806
Merit Financial Group
Georgia
$314K +$60.2K +1,092 +25%
TC
807
Titleist Capital
Texas
$312K +$66.8K +1,212 +28%
NRC
808
New Republic Capital
North Carolina
$312K +$302K +5,470 New
TIM
809
Tevis Investment Management
Texas
$312K +$14.7K +267 +5%
KCFA
810
Key Client Fiduciary Advisors
New Jersey
$311K +$301K +5,465 New
RCC
811
Red Cedar Capital
Nebraska
$310K
SAA
812
Southeast Asset Advisors
Georgia
$308K
ZB
813
Zions Bancorporation
Utah
$307K +$73.8K +1,338 +33%
FNBOH
814
First National Bank of Hutchinson
Kansas
$307K +$4.58K +83 +2%
P
815
&Partners
Tennessee
$306K +$1.1K +20 +0.4%
SCM
816
Stonebridge Capital Management
California
$306K -$96.5K -1,750 -25%
SS
817
Simplicity Solutions
Minnesota
$304K +$295K +5,343 New
SWM
818
Spire Wealth Management
Virginia
$304K +$23.1K +419 +9%
BWM
819
Baron Wealth Management
Michigan
$304K +$294K +5,336 New
BC
820
Bartlett & Co
Ohio
$303K -$9.26K -168 -3%
ACA
821
Atlas Capital Advisors
Wyoming
$303K -$183K -3,322 -38%
BCWM
822
Bartlett & Co Wealth Management
Ohio
$303K -$9.26K -168 -3%
GSB
823
Greenfield Savings Bank
Massachusetts
$303K
SFG
824
SevenBridge Financial Group
Pennsylvania
$302K
AWM
825
Aries Wealth Management
Maine
$301K

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.