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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
CBA
926
Coastal Bridge Advisors
Connecticut
$226K +$219K +3,970 New
FM
927
Family Management
New York
$226K +$219K +3,964 New
CWM
928
Chemistry Wealth Management
New York
$225K +$218K +3,955 New
EDRH
929
Edmond de Rothschild Holding
Switzerland
$224K
SWA
930
Sax Wealth Advisors
New Jersey
$223K +$216K +3,919 New
TH
931
TCTC Holdings
Texas
$221K -$19.3K -350 -8%
HC
932
Hamilton Capital
Ohio
$219K +$212K +3,844 New
ESB
933
Essex Savings Bank
Connecticut
$219K +$212K +3,844 New
PHS
934
Pekin Hardy Strauss
Illinois
$217K +$210K +3,813 New
HIC
935
Holderness Investments Company
North Carolina
$217K +$210K +3,805 New
CHP
936
Cable Hill Partners
Oregon
$216K +$209K +3,797 New
GF
937
Goodman Financial
Texas
$216K +$209K +3,785 New
JIC
938
Joel Isaacson & Co
New York
$215K +$208K +3,772 New
TLP
939
Trinity Legacy Partners
Texas
$214K +$207K +3,749 New
BTW
940
Boston Trust Walden
Massachusetts
$213K +$207K +3,748 New
OWA
941
Outlook Wealth Advisors
Texas
$213K +$206K +3,742 New
GQG Partners
942
GQG Partners
Florida
$213K +$206K +3,735 New
CWM
943
Circle Wealth Management
New Jersey
$213K +$206K +3,733 New
HI
944
Hudock Inc
Pennsylvania
$211K -$51.4K -932 -20%
CA
945
Cullinan Associates
Kentucky
$211K +$204K +3,700 New
CS
946
Comerica Securities
Michigan
$211K +$204K +3,704 New
IIC
947
Integrated Investment Consultants
Michigan
$210K +$204K +3,692 New
MWM
948
MBE Wealth Management
Wisconsin
$209K +$203K +3,678 New
CFG
949
Cooper Financial Group
California
$209K -$50.2K -910 -20%
SBWIC
950
Schaper Benz & Wise Investment Counsel
Wisconsin
$209K +$202K +3,665 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.