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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
RWB
951
RMR Wealth Builders
New Jersey
$207K +$201K +3,638 New
DA
952
Doliver Advisors
Texas
$206K +$200K +3,625 New
RIM
953
Regent Investment Management
Kentucky
$205K +$198K +3,597 New
FMP
954
Financial Management Professionals
Texas
$204K -$46K -835 -19%
IFWM
955
Institute for Wealth Management
Colorado
$204K +$197K +3,580 New
DAM
956
Delta Asset Management
Tennessee
$203K +$197K +3,570 New
QPWM
957
Quadrant Private Wealth Management
Pennsylvania
$202K +$196K +3,553 New
SI
958
Sprott Inc
Ontario, Canada
$202K +$196K +3,550 New
TCM
959
Tufton Capital Management
Maryland
$202K +$195K +3,545 New
FWM
960
FMB Wealth Management
California
$201K +$195K +3,536 New
MBTD
961
Mechanics Bank - Trust Department
California
$201K +$194K +3,524 New
WAM
962
Weinberger Asset Management
California
$201K +$194K +3,521 New
Jones Financial Companies
963
Jones Financial Companies
Missouri
$200K +$14.6K +265 +8%
TAM
964
Tucker Asset Management
Colorado
$195K +$11.6K +210 +6%
GRP
965
Global Retirement Partners
California
$193K -$27.8K -505 -13%
SCA
966
Stonebridge Capital Advisors
Minnesota
$192K
TFS
967
TrustCore Financial Services
Tennessee
$191K
HS
968
Horan Securities
United States
$186K -$2.87K -52 -2%
PFSC
969
Peoples Financial Services Corp
Pennsylvania
$185K
TF
970
Tompkins Financial
New York
$184K
GWS
971
Glassman Wealth Services
Virginia
$181K -$3.42K -62 -2%
RFG
972
RFP Financial Group
Georgia
$181K +$175K +3,180 New
HIA
973
Harbor Investment Advisory
Maryland
$177K -$46.1K -836 -21%
JWA
974
JFS Wealth Advisors
Pennsylvania
$174K -$21.1K -383 -11%
WTA
975
Washington Trust Advisors
Massachusetts
$172K -$11.8K -214 -7%

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.