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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
CWM
1226
Castle Wealth Management
Florida
-$106K -2,121 Closed
T2I
1227
Turim 21 Investimentos
Brazil
-$93K -1,870 Closed
DEM
1228
Disciplined Equity Management
Florida
-$86K -1,730 Closed
CMBA
1229
C.M. Bidwell & Associates
Hawaii
-$81K -1,618 Closed
WB
1230
West Bancorporation
Iowa
-$60K -1,210 Closed
TFA
1231
Transamerica Financial Advisors
Florida
-$59K -1,184 Closed
WWM
1232
Wolff Wiese Magana
California
-$38K -773 Closed
SWM
1233
Selective Wealth Management
Virginia
-$38K -771 Closed
SFO
1234
Standard Family Office
South Dakota
-$31K -630 Closed
OSNBOA
1235
Old Second National Bank of Aurora
Illinois
-$30K -600 Closed
HGERS
1236
Householder Group Estate & Retirement Specialist
Arizona
-$21K -432 Closed
OCM
1237
Orion Capital Management
California
-$18K -363 Closed
HF
1238
Halpern Financial
Virginia
-$16.8K -338 Closed
EIP
1239
Ellis Investment Partners
Pennsylvania
-$12K -250 Closed
HFM
1240
Hartford Financial Management
Connecticut
-$12K -250 Closed
AIM
1241
Axiom Investment Management
New York
-$10K -215 Closed
HR
1242
Howe & Rusling
New York
-$10K -193 Closed
MAM
1243
Meeder Asset Management
Ohio
-$9K -171 Closed
SPWG
1244
Sage Private Wealth Group
Illinois
-$6K -112 Closed
CB
1245
CNB Bank
Pennsylvania
-$5K -108 Closed
CFFP
1246
Center for Financial Planning
Michigan
-$4K -80 Closed
BSB
1247
Bangor Savings Bank
Maine
-$3K -53 Closed
FEG
1248
Financial Enhancement Group
Indiana
-$2K -35 Closed
SCP
1249
SailingStone Capital Partners
Texas
-$1K -22 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.