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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
Allspring Global Investments
1126
Allspring Global Investments
North Carolina
$14.8K -$14.1K -256 -50%
CPG
1127
Cornerstone Planning Group
New Jersey
$14.3K +$13.3K +242 New
NFSG
1128
Newbridge Financial Services Group
Florida
$14.2K -$7.28K -132 -35%
DJSG
1129
D.J. St. Germain
Massachusetts
$13.6K +$13.1K +238 New
CBT
1130
Central Bank & Trust
Kentucky
$13.1K
CWC
1131
Carolinas Wealth Consulting
North Carolina
$13K +$4.36K +79 +53%
RWPA
1132
Richard W. Paul & Associates
Michigan
$13K +$12.6K +228 New
CBT
1133
CoreFirst Bank & Trust
Kansas
$12.4K
CWM
1134
Cedar Wealth Management
California
$12.3K
PO
1135
Private Ocean
California
$11.8K -$111K -2,012 -91%
TC
1136
Truvestments Capital
Florida
$11.8K
Federated Hermes
1137
Federated Hermes
Pennsylvania
$11.7K +$5.62K +102 +99%
DWP
1138
Destiny Wealth Partners
Florida
$11.6K
EI
1139
Ellevest Inc
New York
$11.6K
CM
1140
Cornerstone Management
Georgia
$11.4K
CAM
1141
Costello Asset Management
Pennsylvania
$11.4K
CCM
1142
Cribstone Capital Management
Maine
$11.4K
EWM
1143
Evermay Wealth Management
Virginia
$11.4K
MAWCM
1144
Mine & Arao Wealth Creation & Management
California
$11.4K
PWMG
1145
Prestige Wealth Management Group
New Jersey
$11.4K
FNBOSM
1146
First National Bank of South Miami
Florida
$11K
JMF
1147
Johnson Midwest Financial
Iowa
$11K
JWM
1148
Janiczek Wealth Management
Colorado
$10.9K
RIA
1149
Recurrent Investment Advisors
Texas
$9.39K +$5.21M +94,575 New
STCOSD
1150
Sageworth Trust Company of South Dakota
South Dakota
$9K

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.