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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
CIBC World Market
76
CIBC World Market
Ontario, Canada
$26.6M +$431K +7,822 +2%
TA
77
TruWealth Advisors
Louisiana
$26.2M +$344K +6,242 +1%
American Century Companies
78
American Century Companies
Missouri
$26.2M -$24M -436,281 -49%
CI Investments Inc
79
CI Investments Inc
Ontario, Canada
$26M +$311K +5,641 +1%
BIP
80
Brandes Investment Partners
California
$25.9M -$19.3M -350,294 -43%
NWM
81
Nicola Wealth Management
British Columbia, Canada
$25.8M +$832K +15,100 +3%
Verition Fund Management
82
Verition Fund Management
Connecticut
$25.2M -$1.42M -25,825 -6%
HighTower Advisors
83
HighTower Advisors
Illinois
$24.6M +$4.42M +80,094 +23%
CIM
84
Chiron Investment Management
New York
$24.6M +$2.27M +41,263 +11%
CCP
85
Crocodile Capital Partners
Germany
$24.3M +$23.5M +426,300 New
GF
86
Gabelli Funds
New York
$24.2M +$645K +11,700 +3%
SCM
87
SIR Capital Management
New York
$24.1M +$5.85M +106,200 +34%
WIC
88
Willis Investment Counsel
Georgia
$24M +$5.1M +92,431 +28%
VanEck Associates
89
VanEck Associates
New York
$23.8M -$22.6K -410 -0.1%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$23.4M +$22.7M +411,048 New
KCM
91
Kornitzer Capital Management
Kansas
$22.5M -$240K -4,355 -1%
GCC
92
Guardian Capital (Canada)
Ontario, Canada
$22.3M -$81.1K -1,472 -0.4%
CF
93
Cantor Fitzgerald
New York
$22.3M +$416K +7,548 +2%
HCM
94
Huber Capital Management
California
$22.1M +$387K +7,020 +2%
FP
95
Foundry Partners
Minnesota
$21.9M -$6.13M -111,188 -22%
ECM
96
ExodusPoint Capital Management
New York
$21.1M +$19.5M +352,869 +2,049%
US Bancorp
97
US Bancorp
Minnesota
$19.8M -$2.07M -37,624 -10%
HP
98
Hikari Power
Japan
$19.5M
CS
99
Credit Suisse
Switzerland
$19.1M +$2.98M +54,096 +19%
CWM
100
CIBC World Markets
New York
$19M +$18.4M +333,400 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.