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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
BCA
1001
Bray Capital Advisors
Florida
$111K
NIC
1002
Northwest Investment Counselors
Oregon
$109K +$1.1K +20 +1%
GBT
1003
Grove Bank & Trust
Florida
$109K +$106K +1,917 New
RTC
1004
Riverview Trust Company
Washington
$108K
ANBT
1005
American National Bank & Trust
Texas
$106K +$99.6K +1,807 +3,845%
SWM
1006
Sugarloaf Wealth Management
Georgia
$97.6K -$5.46K -99 -5%
AA
1007
AlphaMark Advisors
Kentucky
$94K
CT
1008
Colonial Trust
South Carolina
$91.6K +$88.6K +1,608 New
LB
1009
Legacy Bridge
Iowa
$91.1K
LWANC
1010
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K +$30.6K +555 +54%
SC
1011
Schubert & Co
Texas
$89.6K -$13K -236 -13%
WB
1012
Webster Bank
Connecticut
$88K
SSC
1013
Syverson Strege & Co
Iowa
$87.7K
AF
1014
Advisornet Financial
Minnesota
$87.5K -$4.36K -79 -5%
CWA
1015
Clearview Wealth Advisors
Oregon
$87.4K +$551 +10 +0.7%
EBA
1016
Eagle Bay Advisors
New York
$87.3K +$55 +1 +0.1%
AWM
1017
Accurate Wealth Management
Florida
$86.8K +$82.1K +1,490 New
SIC
1018
Salem Investment Counselors
North Carolina
$86.4K -$56.5K -1,025 -40%
MRCM
1019
M&R Capital Management
New Jersey
$84.5K -$13.7K -249 -14%
CHA
1020
Carmichael Hill & Associates
Maryland
$82.9K
CA
1021
CoreCap Advisors
Michigan
$82.6K +$79.9K +1,450 New
AIC
1022
Archer Investment Corporation
Indiana
$81K +$331 +6 +0.4%
CNBTD
1023
Citizens National Bank Trust Department
Mississippi
$80K
GJIA
1024
Glass Jacobson Investment Advisors
Maryland
$78.8K +$76.2K +1,383 New
TWM
1025
Tradition Wealth Management
Minnesota
$78K

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.