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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.2B +$17.2M +312,570 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.17B -$45.8M -831,514 -4%
Norges Bank
3
Norges Bank
Norway
$658M -$19.2M -348,095 -3%
AWA
4
Arete Wealth Advisors
Illinois
$554M -$4.96K -90 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$541M +$38.6M +701,043 +8%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$515M -$159M -2,882,560 -24%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$482M -$57M -1,033,180 -11%
OAG
8
Orbis Allan Gray
Bermuda
$393M -$238M -4,321,192 -39%
Bank of America
9
Bank of America
North Carolina
$386M -$935K -16,953 -0.2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$382M -$16.7M -303,369 -4%
BlackRock
11
BlackRock
New York
$371M -$2.54M -46,069 -0.7%
Franklin Resources
12
Franklin Resources
California
$355M -$13.5M -244,501 -4%
Goldman Sachs
13
Goldman Sachs
New York
$291M -$13.9M -251,701 -5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$277M +$8.25M +149,675 +3%
PG
15
Pendal Group
Australia
$273M -$59.9M -1,086,834 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$211M -$3.01M -54,538 -1%
Mawer Investment Management
17
Mawer Investment Management
Alberta, Canada
$210M +$26.5M +479,926 +15%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$194M -$4.11M -74,625 -2%
SI
19
Standard Investments
New York
$179M
Jane Street
20
Jane Street
New York
$165M +$141M +2,549,039 +651%
HL
21
Harding Loevner
New Jersey
$162M -$12.1M -219,465 -7%
Pzena Investment Management
22
Pzena Investment Management
New York
$157M -$6.97M -126,403 -4%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$148M -$18.9M -343,665 -12%
Holocene Advisors
24
Holocene Advisors
New York
$142M -$10.7M -194,609 -7%
Northern Trust
25
Northern Trust
Illinois
$140M -$2.32M -42,150 -2%

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.