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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
MWM
1076
MinichMacGregor Wealth Management
New York
$33.9K +$32.8K +595 New
TCM
1077
TD Capital Management
Tennessee
$31.3K
BWM
1078
BerganKDV Wealth Management
Minnesota
$31K
CA
1079
Corrado Advisors
New Jersey
$30.4K +$29.4K +533 New
FFC
1080
First Financial Corp
Indiana
$28.2K
LFG
1081
Larson Financial Group
Missouri
$28K
PK
1082
Pflug Koory
Nebraska
$28K -$1.1K -20 -4%
ADL
1083
Asset Dedication LLC
California
$28K
FCMT
1084
Founders Capital Management (Texas)
Texas
$28K
CFD
1085
Creative Financial Designs
Indiana
$27.5K +$220 +4 +0.8%
WAM
1086
Worth Asset Management
Texas
$26.8K +$25.9K +470 New
JFA
1087
JNBA Financial Advisors
Minnesota
$25.9K
3IP
1088
3Chopt Investment Partners
Virginia
$25.1K +$24.3K +440 New
CF
1089
Concorde Financial
Texas
$24.9K
HNWAG
1090
High Net Worth Advisory Group
Florida
$24.6K -$49.6K -900 -68%
MA
1091
MCF Advisors
Kentucky
$24.5K
HWA
1092
Heritage Wealth Advisors
Virginia
$23.9K
LF
1093
Lee Financial
Texas
$23.7K
MFG
1094
Mendota Financial Group
Wisconsin
$23.6K +$22.9K +415 New
VF
1095
VitalStone Financial
Texas
$23K +$22.3K +405 New
OIA
1096
Optimum Investment Advisors
Illinois
$22.8K -$27.6K -500 -56%
GIA
1097
GHP Investment Advisors
Colorado
$22.8K
TIM
1098
Tortoise Investment Management
New York
$22.8K
CB
1099
Community Bank
New York
$22.6K +$2.21K +40 +11%
BHWM
1100
Beaird Harris Wealth Management
Texas
$22.4K +$21.2K +385 +4,278%

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.