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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
AAG
976
Armstrong Advisory Group
Massachusetts
$170K +$164K +2,982 New
UCB
977
United Community Bank
South Carolina
$169K -$1.65K -30 -1%
AA
978
Ancora Advisors
Ohio
$165K +$75.2K +1,365 +89%
IGWM
979
ICA Group Wealth Management
Colorado
$163K -$295K -5,352 -65%
AWM
980
AllSquare Wealth Management
New York
$154K +$132K +2,400 +800%
AAP
981
Arax Advisory Partners
Colorado
$151K +$49K +888 +50%
VCM
982
Vigilant Capital Management
Maine
$149K -$38.6K -700 -21%
RMC
983
Resources Management Corp
Connecticut
$148K
PPC
984
Park Place Capital
Alabama
$148K +$143K +2,595 New
BWP
985
Baldwin Wealth Partners
Massachusetts
$148K +$86.4K +1,568 +153%
AW
986
Avion Wealth
Texas
$145K
FPB
987
First PREMIER Bank
South Dakota
$142K
HCP
988
Hexagon Capital Partners
Arkansas
$141K -$24.8K -450 -15%
WSC
989
Wellington Shields & Co
New York
$140K +$110 +2 +0.1%
EWM
990
Endurance Wealth Management
Rhode Island
$139K
CF
991
Centaurus Financial
California
$135K
EWA
992
EverSource Wealth Advisors
Alabama
$135K -$2.7K -49 -2%
BWA
993
BDO Wealth Advisors
Florida
$131K -$16.4K -298 -11%
CAL
994
Capital Analysts LLC
Pennsylvania
$129K +$4.46K +81 +4%
PB
995
Pinnacle Bancorp
Nebraska
$125K -$10.1K -183 -8%
CTA
996
Colonial Trust Advisors
South Carolina
$123K +$119K +2,158 New
CIM
997
Contravisory Investment Management
Massachusetts
$122K -$1.43K -26 -1%
Citadel Advisors
998
Citadel Advisors
Florida
$121K -$65.2M -1,182,812 -100%
HWP
999
Highline Wealth Partners
California
$119K
AA
1000
Addison Advisors
Vermont
$115K -$10.7K -195 -9%

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.