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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
HPG
101
Harvest Portfolios Group
Ontario, Canada
$18.4M +$17.8M +322,496 New
BCM
102
Becker Capital Management
Oregon
$18.3M +$2.25M +40,887 +15%
SAM
103
Stansberry Asset Management
Texas
$18.2M +$294K +5,342 +2%
GL
104
Gemsstock Ltd
United Kingdom
$17.9M -$71.7K -1,300 -0.4%
S
105
Systrade
Liechtenstein
$17.1M +$16.5M +300,000 New
Mariner
106
Mariner
Kansas
$16.9M -$161K -2,920 -1%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$16.3M -$2.44M -44,350 -13%
JC
108
JBF Capital
Colorado
$16.2M
SDIC
109
South Dakota Investment Council
South Dakota
$16M -$794K -14,400 -5%
LCM
110
Logan Capital Management
Pennsylvania
$15.9M -$790K -14,338 -5%
SFI
111
Susquehanna Fundamental Investments
Pennsylvania
$15.7M -$9.38M -170,193 -38%
TNB
112
Thomasville National Bank
Georgia
$15.7M +$76.3K +1,384 +0.5%
PAMS
113
Pictet Asset Management (Switzerland)
Switzerland
$15.5M -$21.8M -395,862 -59%
GG
114
Greenwood Gearhart
Arkansas
$15.3M +$362K +6,560 +3%
Corient Private Wealth
115
Corient Private Wealth
Florida
$15.3M +$14.8M +267,852 New
FWIA
116
Fort Washington Investment Advisors
Ohio
$15.2M -$34.2K -620 -0.2%
DC
117
Davenport & Co
Virginia
$15.2M +$95.5K +1,733 +0.7%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$14.7M -$2.15M -39,049 -13%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$14.7M +$4.03M +73,048 +39%
ACA
120
Anchor Capital Advisors
Massachusetts
$14.5M +$706K +12,802 +5%
Osaic Holdings
121
Osaic Holdings
Arizona
$14.4M +$618K +11,212 +5%
GD
122
Grandfield & Dodd
New York
$14.2M +$323K +5,854 +2%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$14.2M -$367K -6,649 -3%
ECM
124
Evergreen Capital Management
Washington
$13.7M +$181K +3,290 +1%
Truist Financial
125
Truist Financial
North Carolina
$13.6M -$665K -12,061 -5%

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.