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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
TSWM
1101
Tyler-Stone Wealth Management
Ohio
$22K +$110 +2 +0.5%
PP
1102
PFS Partners
New Jersey
$21.5K
KFI
1103
Key Financial Inc
Pennsylvania
$21.3K
FRA
1104
Front Row Advisors
California
$20K
NECFA
1105
New England Capital Financial Advisors
Connecticut
$19.9K +$18.6K +338 New
OLVIG
1106
Oliver Lagore Vanvalin Investment Group
Michigan
$19.1K +$11K +200 +147%
Nisa Investment Advisors
1107
Nisa Investment Advisors
Missouri
$19K
PMFA
1108
Plante Moran Financial Advisors
Michigan
$18.7K +$165 +3 +0.9%
CP
1109
Castleview Partners
Texas
$18.6K +$18K +327 New
AP
1110
Atwood & Palmer
Missouri
$18.5K
ETC
1111
Exchange Traded Concepts
Oklahoma
$18.2K
BONH
1112
Bank of New Hampshire
New Hampshire
$18K
HC
1113
Hoese & Co
Minnesota
$18K
HWM
1114
HighMark Wealth Management
Minnesota
$17.6K +$1.21K +22 +8%
ME
1115
McIlrath & Eck
Washington
$17.3K -$51.5K -935 -76%
JFGIW
1116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.2K -$11.9K -215 -42%
KFS
1117
Kelly Financial Services
Massachusetts
$17.2K
ACM
1118
Antonetti Capital Management
Florida
$17.1K
BC
1119
Burleson & Co
California
$17.1K
SC
1120
Stephens Consulting
Michigan
$17.1K
CA
1121
Centerpoint Advisors
Massachusetts
$17K
UIA
1122
Ulland Investment Advisors
Minnesota
$17K
RCM
1123
Raleigh Capital Management
North Carolina
$15.8K +$110 +2 +0.7%
AWM
1124
Atticus Wealth Management
Florida
$15.7K
PPWM
1125
PFG Private Wealth Management
Florida
$15K +$772 +14 +6%

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.