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Shell
SHEL

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: 30 → 34 (+4)

8% more funds holding

Funds holding: 1,098 → 1,181 (+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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$141M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$110M
3
Amundi
Amundi
France
+$90.2M
4
Wolverine Trading
Wolverine Trading
Illinois
+$86.1M
5
ECA
Encompass Capital Advisors
New York
+$62.1M

Top Sellers

Rank Fund Capital Flow
1
OAG
Orbis Allan Gray
Bermuda
-$238M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$159M
3
Citadel Advisors
Citadel Advisors
Florida
-$65.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$61.5M
5
PG
Pendal Group
Australia
-$59.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
901
Banque Cantonale Vaudoise
Switzerland
$239K – – –
SWA
902
SFMG Wealth Advisors
Texas
$239K -$1.05K -19 -0.5%
Wealth Enhancement Advisory Services
903
Wealth Enhancement Advisory Services
Minnesota
$237K – – –
AWM
904
Axxcess Wealth Management
California
$236K +$228K +4,140 New
AA
905
AlphaQ Advisors
Florida
$235K +$228K +4,132 New
WP
906
Westmount Partners
California
$235K +$227K +4,125 New
KIA
907
KLR Investment Advisors
Rhode Island
$235K +$227K +4,123 New
ACP
908
Aveo Capital Partners
Colorado
$235K +$227K +4,119 New
VCAM
909
Van Cleef Asset Management
Ohio
$232K – – –
ACA
910
Aptus Capital Advisors
Alabama
$232K -$110 -2 -0%
WG
911
Welch Group
Alabama
$232K -$124K -2,244 -36%
RFN
912
RDA Financial Network
Iowa
$232K +$225K +4,073 New
MIM
913
Marco Investment Management
Georgia
$231K +$1.54K +28 +0.7%
FNFDCM
914
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$231K +$223K +4,054 New
FIA
915
Foundations Investment Advisors
Arizona
$231K +$223K +4,053 New
CIC
916
Carnegie Investment Counsel
Ohio
$231K +$223K +4,049 New
SC
917
Sepio Capital
Utah
$230K +$223K +4,047 New
CA
918
Cornerstone Advisory
Maryland
$229K – – –
RCA
919
Resonant Capital Advisors
Wisconsin
$229K – – –
OWP
920
Obermeyer Wealth Partners
Colorado
$228K +$221K +4,010 New
TPM
921
Triasima Portfolio Management
Quebec, Canada
$228K +$221K +4,005 New
IDA
922
Intelligence Driven Advisers
California
$227K -$25K -453 -10%
RMDI
923
R.M. Davis Inc
Maine
$227K +$219K +3,979 New
OC
924
Oakworth Capital
Alabama
$227K -$62.2K -1,128 -22%
TT
925
TI-Trust
Illinois
$226K +$219K +3,976 New
35 36
37
38 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.