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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
TNBTD
201
Trustmark National Bank Trust Department
Mississippi
$5.52M -$470K -8,520 -8%
PFS
202
Prospera Financial Services
Texas
$5.48M +$625K +11,342 +13%
Mirae Asset Global Investments
203
Mirae Asset Global Investments
South Korea
$5.43M +$232K +4,215 +5%
PVM
204
Palogic Value Management
Texas
$5.31M +$5.14M +93,326 New
NCM
205
Nelson Capital Management
California
$5.28M -$91.2K -1,655 -2%
EWA
206
Exencial Wealth Advisors
Oklahoma
$5.17M -$214K -3,882 -4%
AWAG
207
ARS Wealth Advisors Group
Florida
$5.16M -$18.6K -338 -0.4%
First Trust Advisors
208
First Trust Advisors
Illinois
$5.16M -$407K -7,385 -8%
BFG
209
Bleakley Financial Group
New Jersey
$5.06M +$4.9M +88,851 New
ClearBridge Investments
210
ClearBridge Investments
New York
$5.04M -$35.7K -647 -0.7%
KeyBank National Association
211
KeyBank National Association
Ohio
$4.95M -$224K -4,057 -4%
TI
212
Tidal Investments
Wisconsin
$4.92M -$1.72M -31,202 -27%
ACIM
213
Azimuth Capital Investment Management
Michigan
$4.92M +$110K +2,000 +2%
KCM
214
Kempner Capital Management
Texas
$4.9M -$31K -563 -0.6%
CFB
215
Cullen/Frost Bankers
Texas
$4.87M -$1.68M -30,489 -26%
SI
216
Stephens Inc
Arkansas
$4.87M +$2.87M +52,029 +155%
Deutsche Bank
217
Deutsche Bank
Germany
$4.87M -$161K -2,917 -3%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$4.83M +$456K +8,277 +11%
HCP
219
Hiddenite Capital Partners
New York
$4.61M
SC
220
SouthState Corp
Florida
$4.57M +$4.38M +79,368 +9,186%
VFM
221
Viking Fund Management
North Dakota
$4.56M +$1.32M +24,000 +43%
CAN
222
Cetera Advisor Networks
California
$4.53M +$1.24M +22,585 +40%
JSC
223
Jackson Square Capital
California
$4.52M -$1.04M -18,906 -19%
USCWA
224
U.S. Capital Wealth Advisors
Texas
$4.46M -$48.8K -886 -1%
UCFA
225
United Capital Financial Advisors
Texas
$4.46M -$160K -2,895 -4%

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.