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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
NGA
826
Naples Global Advisors
Florida
$301K -$3.31K -60 -1%
PSP
827
Principal Street Partners
Tennessee
$301K -$16.2K -293 -5%
BCP
828
Blue Chip Partners
Michigan
$299K -$1.54K -28 -0.5%
PCMK
829
Paragon Capital Management (Kansas)
Kansas
$298K
WDC
830
Woodward Diversified Capital
California
$293K +$1.43K +26 +0.5%
SC
831
Savant Capital
Illinois
$291K +$293K +5,323 New
AFG
832
AFS Financial Group
Maryland
$291K +$281K +5,106 New
MSAM
833
Moloney Securities Asset Management
Missouri
$291K +$20.8K +377 +8%
CC
834
Cadinha & Co
Hawaii
$290K -$30.3K -550 -10%
AR
835
Apeiron RIA
Texas
$288K -$1.05K -19 -0.4%
RC
836
RBF Capital
California
$285K -$551K -10,000 -67%
FC
837
FORA Capital
Florida
$284K +$275K +4,988 New
BA
838
Ballew Advisors
Mississippi
$283K -$165 -3 -0.1%
Thrivent Financial for Lutherans
839
Thrivent Financial for Lutherans
Minnesota
$282K -$4.52K -82 -2%
PP
840
Patten & Patten
Tennessee
$282K
T
841
TCWP
Ohio
$281K +$272K +4,937 New
GIA
842
Gladstone Institutional Advisory
Florida
$281K +$36.3K +658 +15%
OPS
843
Orion Portfolio Solutions
Nebraska
$278K +$38.1K +692 +17%
SAIG
844
Semper Augustus Investments Group
Colorado
$277K
WT
845
Washington Trust
Rhode Island
$277K +$19.8K +360 +8%
KP
846
Keel Point
Alabama
$277K -$2.31K -42 -0.9%
AB
847
Atlas Brown
Kentucky
$276K
QI
848
Qtron Investments
Massachusetts
$275K -$85.1K -1,544 -24%
SWM
849
Silverlake Wealth Management
Vermont
$275K
RFA
850
Resurgent Financial Advisors
Georgia
$274K +$265K +4,815 New

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.