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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
PP
1151
Pacifica Partners
Canada
$8.98K
WI
1152
WJ Interests
Texas
$8.88K +$8.6K +156 New
GTAM
1153
Global Trust Asset Management
Florida
$8.54K
TRCT
1154
Tower Research Capital (TRC)
New York
$8K +$7.72K +140 New
VNA
1155
Valley National Advisers
Pennsylvania
$7K
TF
1156
TimeScale Financial
Massachusetts
$6.97K
CPA
1157
Cowen Prime Advisors
New York
$6K
PA
1158
PSI Advisors
Florida
$5.81K
BCM
1159
Blume Capital Management
California
$5.7K
MLA
1160
MB, Levis & Associates
Pennsylvania
$5.7K +$5.51K +100 New
OA
1161
Operose Advisors
Wisconsin
$5.7K +$5.51K +100 New
RTL
1162
Red Tortoise LLC
Georgia
$5.7K +$5.51K +100 New
FCA
1163
Fortis Capital Advisors
Kansas
$5.3K +$5.13K +93 New
FGAM
1164
Financial Gravity Asset Management
Texas
$4.74K +$386 +7 +14%
AF
1165
Affiance Financial
Minnesota
$4.73K +$4.58K +83 New
BLC
1166
Brown, Lisle/Cummings
Rhode Island
$4.27K -$29.4K -533 -88%
QC
1167
Quent Capital
New York
$4.1K -$1.98K -36 -33%
TAIM
1168
TD Ameritrade Investment Management
Nebraska
$4K -$441 -8 -10%
EAM
1169
Eukles Asset Management
Ohio
$4K
WAS
1170
Winch Advisory Services
Wisconsin
$4K +$55 +1 +2%
JGIA
1171
Jackson Grant Investment Advisers
Connecticut
$3.3K
MWM
1172
Mascoma Wealth Management
New Hampshire
$3.08K
GIA
1173
Goodwin Investment Advisory
Georgia
$2.85K
AIP
1174
Ameritas Investment Partners
Nebraska
$2.53K
TCM
1175
Tradewinds Capital Management
Washington
$2.45K

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.