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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
CB
1026
Centennial Bank
Arkansas
$76.6K +$74.1K +1,345 New
BAAM
1027
Baker Avenue Asset Management
California
$75.8K +$73.4K +1,331 New
TCCM
1028
Timber Creek Capital Management
Massachusetts
$74K
WBC
1029
West Branch Capital
Massachusetts
$74K
ONST
1030
Old North State Trust
North Carolina
$74K
GFPC
1031
Global Financial Private Client
Florida
$69.9K +$1.27K +23 +2%
TWA
1032
TCI Wealth Advisors
Arizona
$69.3K +$36.7K +666 +121%
BWM
1033
Baystate Wealth Management
Massachusetts
$69K -$9.98K -181 -13%
PGAM
1034
Princeton Global Asset Management
New Jersey
$69K
MS
1035
Marshall & Sullivan
Washington
$68.3K +$66.2K +1,200 New
PAM
1036
Paradigm Asset Management
New York
$66.5K
HCM
1037
Hollencrest Capital Management
California
$63.8K +$61.8K +1,121 New
Acadian Asset Management
1038
Acadian Asset Management
Massachusetts
$63K -$78.3K -1,421 -56%
MS
1039
Madden Securities
Texas
$61K +$59.1K +1,072 New
BFPW
1040
BOK Financial Private Wealth
Colorado
$59.3K -$212K -3,837 -79%
BC
1041
Barrett & Company
Rhode Island
$59.3K
AIM
1042
Arcadia Investment Management
Michigan
$56K
M
1043
MOTCO
Texas
$55.2K -$5.51K -100 -9%
AWM
1044
Accel Wealth Management
Iowa
$55.1K
ACP
1045
Arcus Capital Partners
Georgia
$54.8K +$53.1K +963 New
AWM
1046
Avior Wealth Management
Nebraska
$52.1K +$276 +5 +0.5%
FCA
1047
FinTrust Capital Advisors
South Carolina
$51.4K
CFO
1048
CVA Family Office
Colorado
$51.4K +$13.6K +247 +38%
WA
1049
Win Advisors
Florida
$51.1K +$5.02K +91 +11%
MIP
1050
Mondrian Investment Partners
United Kingdom
$51K -$7.11K -129 -13%

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.