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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
AIA
151
Allied Investment Advisors
Montana
$9.64M -$88.8K -1,611 -0.9%
DADC
152
D.A. Davidson & Co
Montana
$9.58M -$572K -10,375 -6%
NAMA
153
Nikko Asset Management Americas
New York
$9.52M -$705K -12,798 -7%
WJA
154
Willis Johnson & Associates
Texas
$8.93M -$1.24M -22,504 -13%
MHI
155
Miller Howard Investments
New York
$8.54M
ECG
156
Edge Capital Group
Georgia
$8.53M +$2.25M +40,830 +37%
Creative Planning
157
Creative Planning
Kansas
$8.39M +$621K +11,267 +8%
MNG
158
Manning & Napier Group
New York
$8.37M -$231K -4,183 -3%
Citigroup
159
Citigroup
New York
$8.3M -$3.59M -65,056 -31%
JCM
160
Janney Capital Management
Pennsylvania
$8.02M +$111K +2,016 +1%
IWA
161
IBEX Wealth Advisors
New Jersey
$7.89M -$42.3K -767 -0.6%
SCP
162
Stamos Capital Partners
California
$7.75M -$5.36M -97,250 -42%
AIA
163
Avalon Investment & Advisory
Texas
$7.74M -$442K -8,021 -6%
Cerity Partners
164
Cerity Partners
New York
$7.6M +$3.01M +54,636 +69%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$7.37M +$991K +17,969 +16%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$7.29M +$3.36M +60,927 +91%
SEI Investments
167
SEI Investments
Pennsylvania
$7.29M -$4.16M -75,489 -37%
TIM
168
Thornburg Investment Management
New Mexico
$7.21M +$1.19M +21,591 +21%
NRS
169
Neville Rodie & Shaw
New York
$7.17M +$196K +3,550 +3%
SIA
170
Sit Investment Associates
Minnesota
$7.16M -$160K -2,895 -2%
PA
171
Pinnacle Associates
New York
$7.02M -$9.59K -174 -0.1%
LG
172
Leuthold Group
Minnesota
$7.01M -$156K -2,829 -2%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$7M +$1.23M +22,238 +22%
BFA
174
Bragg Financial Advisors
North Carolina
$6.99M +$429K +7,785 +7%
EIA
175
Edgemoor Investment Advisors
Maryland
$6.93M +$741K +13,439 +12%

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.