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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
GC
1176
Gould Capital
Washington
$1.71K
BIA
1177
Bell Investment Advisors
California
$1.59K +$992 +18 +180%
FA
1178
Fortis Advisors
Pennsylvania
$1.37K
IAA
1179
Independent Advisor Alliance
North Carolina
$1.21K -$8.1K -147 -0.7%
C
1180
Covestor
United Kingdom
$1K
CAM
1181
CenterStar Asset Management
Illinois
$892
MIM
1182
Macroview Investment Management
Maryland
$456
VWM
1183
Valley Wealth Managers
New Jersey
$15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$27.1M -545,000 Closed
SSA
1185
Schonfeld Strategic Advisors
New York
-$21.1M -425,000 Closed
EN1L
1186
Engine No 1 LLC
California
-$18.7M -375,600 Closed
GCM
1187
Gabalex Capital Management
New York
-$13.7M -275,000 Closed
QOP
1188
Quinn Opportunity Partners
Virginia
-$11.6M -232,680 Closed
LIP
1189
Liontrust Investment Partners
United Kingdom
-$11.5M -230,395 Closed
CIP
1190
Chartwell Investment Partners
Pennsylvania
-$8.31M -166,975 Closed
Calamos Advisors
1191
Calamos Advisors
Illinois
-$5.92M -119,000 Closed
FMAEN1
1192
Fund Management at Engine No 1
California
-$5.05M -101,581 Closed
ST
1193
SAL Trading
Pennsylvania
-$4.68M -84,900 Closed
SFM
1194
Soros Fund Management
New York
-$2.49M -50,000 Closed
UOC
1195
UBS O'Connor
Illinois
-$2.25M -45,303 Closed
MA
1196
MUFG Americas
New York
-$1.52M -30,525 Closed
KCM
1197
Karp Capital Management
California
-$1.45M -29,124 Closed
KACA
1198
Kayne Anderson Capital Advisors
California
-$1.38M -27,800 Closed
LWCFA
1199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$1.13M -22,686 Closed
VA
1200
Verdad Advisers
Massachusetts
-$995K -20,000 Closed

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.