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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
BAM
851
Brave Asset Management
New Jersey
$273K
RWA
852
Ropes Wealth Advisors
Massachusetts
$273K +$23K +418 +10%
DSC
853
Duncker Streett & Co
Missouri
$273K +$386 +7 +0.1%
WSTAM
854
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$264K +4,782 New
JWCA
855
J.W. Coons Advisors
Ohio
$272K
AC
856
AXQ Capital
New Jersey
$271K +$263K +4,762 New
MOS
857
MGO One Seven
Ohio
$271K -$19K -345 -7%
BJL
858
Brighton Jones LLC
Washington
$269K +$25.7K +467 +11%
CC
859
Chicago Capital
Illinois
$268K
MHC
860
Meyer Handelman Company
New York
$268K +$259K +4,700 New
BFA
861
Bill Few Associates
Pennsylvania
$267K
MWM
862
Modera Wealth Management
New Jersey
$265K -$7.5K -136 -3%
GIP
863
Granite Investment Partners
California
$265K
WPC
864
Wedmont Private Capital
Pennsylvania
$265K +$9.87K +179 +4%
CAI
865
Capital Advisors Inc
Oklahoma
$264K +$24.3K +441 +11%
CHC
866
City Holding Co
West Virginia
$263K -$15.5K -282 -6%
IWA
867
Icon Wealth Advisors
Texas
$263K +$32.7K +593 +15%
HPC
868
HM Payson & Co
Maine
$263K +$111K +2,022 +78%
CWS
869
Confluence Wealth Services
Pennsylvania
$262K -$31.7K -575 -11%
MCC
870
Money Concepts Capital
Florida
$261K +$251K +4,554 +12,650%
CCG
871
Chatham Capital Group
Georgia
$259K -$63.4K -1,150 -20%
RBFC
872
Roman Butler Fullerton & Co
Missouri
$259K +$772 +14 +0.3%
EHWM
873
Eads & Heald Wealth Management
Georgia
$259K +$11.6K +210 +5%
Mitsubishi UFJ Asset Management
874
Mitsubishi UFJ Asset Management
Japan
$258K +$69.5K +1,261 +38%
CAM
875
Carret Asset Management
New York
$258K

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.