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
YCM
126
Yaupon Capital Management
New York
$13.5M +$7.38M +133,900 +129%
ERSOT
127
Employees Retirement System of Texas
Texas
$13.2M -$2.41M -43,717 -16%
CCB
128
Country Club Bank
Missouri
$13.1M -$139K -2,525 -1%
M&T Bank
129
M&T Bank
New York
$13M +$306K +5,554 +3%
AAIM
130
American Assets Investment Management
California
$12.6M +$2.76M +50,000 +29%
OCAM
131
Onex Canada Asset Management
Ontario, Canada
$12.5M -$9.78M -177,437 -29%
OAM
132
Oppenheimer Asset Management
New York
$11.9M -$419K -7,608 -4%
CFM
133
Capricorn Fund Managers
United Kingdom
$11.9M +$11.5M +208,090 New
VHAM
134
Van Hulzen Asset Management
California
$11.7M
TAM
135
Tocqueville Asset Management
New York
$11.6M -$1.93K -35 -0%
CK
136
Cohen Klingenstein
New York
$11.2M -$960K -17,422 -8%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$11.2M +$2.24M +40,577 +26%
Two Sigma Advisers
138
Two Sigma Advisers
New York
$10.9M -$61.5M -1,114,900 -85%
AAS
139
Avantax Advisory Services
Texas
$10.8M -$134K -2,422 -1%
TWI
140
Thomas White International
Illinois
$10.7M +$1M +18,166 +11%
First Eagle Investment Management
141
First Eagle Investment Management
New York
$10.7M +$3.07M +55,684 +42%
FNBT
142
FineMark National Bank & Trust
Florida
$10.7M -$30.9K -560 -0.3%
SC
143
Scotia Capital
Ontario, Canada
$10.6M -$355K -6,446 -3%
NEI
144
Northwest & Ethical Investments
Ontario, Canada
$10.5M +$2.23M +40,475 +28%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$859K +15,574 +9%
BIC
146
Beach Investment Counsel
Pennsylvania
$10.4M +$3.15M +57,210 +46%
CGH
147
Crossmark Global Holdings
Texas
$10.2M -$1.57M -28,554 -14%
CC
148
Carrhae Capital
United Kingdom
$10.1M +$8M +145,039 +454%
Sumitomo Mitsui Trust Group
149
Sumitomo Mitsui Trust Group
Japan
$9.78M -$676K -12,259 -7%
Capital Fund Management (CFM)
150
Capital Fund Management (CFM)
France
$9.73M +$1.55M +28,130 +20%

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.