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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
WAP
876
Wealthcare Advisory Partners
Pennsylvania
$256K -$462K -8,384 -65%
NAG
877
Northstar Advisory Group
New Jersey
$256K
PCS
878
Personal CFO Solutions
New Jersey
$256K +$23K +417 +10%
BBW
879
Blue Barn Wealth
Utah
$255K -$17.5K -318 -7%
Schroder Investment Management Group
880
Schroder Investment Management Group
United Kingdom
$255K +$441 +8 +0.2%
AWAP
881
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$254K -$5.4K -98 -2%
AGC
882
Aspen Grove Capital
Colorado
$253K +$245K +4,447 New
APG
883
Abacus Planning Group
South Carolina
$252K
PS
884
Planned Solutions
California
$249K
IAP
885
Indie Asset Partners
Indiana
$249K
DCM
886
DGS Capital Management
New Jersey
$247K +$239K +4,340 New
PP
887
PDS Planning
Ohio
$247K -$772 -14 -0.3%
BFM
888
Boston Financial Management
Massachusetts
$247K +$6.45K +117 +3%
TA
889
Tiedemann Advisors
New York
$246K +$238K +4,318 New
BSW
890
Buckingham Strategic Wealth
Missouri
$245K -$18.4K -333 -7%
HC
891
Henshaw Capital
Massachusetts
$245K -$397K -7,199 -63%
GLA
892
Good Life Advisors
Pennsylvania
$245K -$14.9K -271 -6%
MP
893
McDonald Partners
Ohio
$244K
SWMP
894
Signature Wealth Management Partners
New Jersey
$243K
AC
895
Avestar Capital
New York
$243K
SGCA
896
Steel Grove Capital Advisors
Tennessee
$243K
CFS
897
CRA Financial Services
New Jersey
$242K
CSS
898
Cubist Systematic Strategies
Connecticut
$242K -$8.14M -147,713 -97%
LW
899
Linscomb Wealth
Texas
$242K -$13.5K -245 -5%
WQ
900
Wealth Quarterback
New Jersey
$241K -$4.3K -78 -2%

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.