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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
PSB
1051
Piscataqua Savings Bank
New Hampshire
$49.8K -$9.92K -180 -17%
CCA
1052
Column Capital Advisors
Indiana
$49.2K +$24.8K +450 +109%
DAC
1053
Dividend Assets Capital
South Carolina
$49K
HBW
1054
Hazlett, Burt & Watson
West Virginia
$49K +$165 +3 +0.4%
SWA
1055
SOA Wealth Advisors
New York
$46.2K +$110 +2 +0.2%
HCM
1056
Highlander Capital Management
New Jersey
$46K
BG
1057
Bollard Group
Massachusetts
$45K +$386 +7 +0.9%
FMTCOCP
1058
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$15.4K +279 +54%
CSB
1059
City State Bank
Iowa
$44K
FCB
1060
First Command Bank
Texas
$44K +$14.5K +263 +52%
FCFS
1061
First Command Financial Services
Texas
$44K +$14.5K +263 +52%
MSFP
1062
Mark Sheptoff Financial Planning
Connecticut
$42.7K
SWA
1063
Sutton Wealth Advisors
Florida
$42K
TCWA
1064
Ten Capital Wealth Advisors
Washington
$42K +$39.2K +712 +2,848%
GGI
1065
Godsey & Gibb Inc
Virginia
$41.3K
FFA
1066
Farther Finance Advisors
California
$41.1K +$39.8K +722 New
CSC
1067
Caldwell Sutter Capital
California
$39.9K +$38.6K +700 New
CG
1068
Cutler Group
California
$39K -$407K -7,377 -91%
CWP
1069
Concord Wealth Partners
Virginia
$37.8K +$36.6K +664 New
FPFS
1070
First Personal Financial Services
North Carolina
$37.6K
FWM
1071
Focused Wealth Management
New York
$37.3K +$276 +5 +0.8%
IFAM
1072
Institutional & Family Asset Management
Colorado
$35.9K
CSWM
1073
Cassady Schiller Wealth Management
Ohio
$35.7K +$34.6K +627 New
FSWA
1074
Financial Synergies Wealth Advisors
Texas
$35.5K
HWA
1075
HHM Wealth Advisors
Tennessee
$34.9K -$7.72K -140 -19%

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.