We are live on ! Find out more

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
PAWC
1201
P.A.W. Capital
Connecticut
-$896K -18,000 Closed
D.E. Shaw & Co
1202
D.E. Shaw & Co
New York
-$954K -17,300 Closed
TI
1203
Telemetry Investments
New York
-$597K -12,000 Closed
Financial Engines Advisors
1204
Financial Engines Advisors
California
-$588K -11,825 Closed
DF
1205
Donoghue Forlines
Massachusetts
-$566K -11,371 Closed
HT
1206
HAP Trading
New York
-$626K -11,353 Closed
CAM
1207
Cresset Asset Management
Illinois
-$531K -10,670 Closed
SEC
1208
Seven Eight Capital
New York
-$470K -9,438 Closed
AWA
1209
Aaron Wealth Advisors
Illinois
-$409K -8,214 Closed
BAM
1210
Berkshire Asset Management
Pennsylvania
-$365K -7,328 Closed
NWM
1211
Northcape Wealth Management
New York
-$274K -5,515 Closed
WHC
1212
Wulff, Hansen & Co
California
-$267K -5,369 Closed
XS
1213
XR Securities
Illinois
-$294K -5,337 Closed
FW
1214
FirstPurpose Wealth
Utah
-$256K -5,145 Closed
FRM
1215
Fox Run Management
Connecticut
-$243K -4,880 Closed
GLLW
1216
Graves Light Lenhart Wealth
Virginia
-$237K -4,764 Closed
IWM
1217
IHT Wealth Management
Illinois
-$235K -4,732 Closed
QP
1218
Quilter Plc
United Kingdom
-$247K -4,446 Closed
SF
1219
Symphony Financial
Texas
-$218K -4,351 Closed
CF
1220
Clarity Financial
Texas
-$216K -4,340 Closed
TCA
1221
Transcend Capital Advisors
New Jersey
-$215K -4,315 Closed
EWM
1222
EPG Wealth Management
Georgia
-$211K -4,243 Closed
MA
1223
Mutual Advisors
Nebraska
-$211K -4,243 Closed
SXL
1224
Summit X LLC
Missouri
-$204K -4,145 Closed
UFA
1225
US Financial Advisors
Massachusetts
-$200K -4,019 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.