1,183 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 422 increasing their positions, 392 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
18.93%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.42%
New
113
Increased
422
Reduced
392
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
HAM
226
Hedges Asset Management
Nevada
$4.29M +$51.8K +900 +1%
AG
227
Advocate Group
Minnesota
$4.27M -$2.82K -49 -0.1%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$4.09M -$221K -3,838 -5%
BCM
229
Brookmont Capital Management
Texas
$4.06M -$58 -1 -0%
FT
230
Fiduciary Trust
Massachusetts
$4.04M -$68.2K -1,186 -2%
MHI
231
Miller Howard Investments
New York
$4.03M -$4.6M -80,000 -53%
Adage Capital Partners
232
Adage Capital Partners
Massachusetts
$4.03M
TC
233
Teilinger Capital
Texas
$3.98M +$3.98M +69,200 New
GAM
234
Griffin Asset Management
New York
$3.93M -$1.15K -20 -0%
CFB
235
Cullen/Frost Bankers
Texas
$3.93M -$998K -17,346 -20%
UCFA
236
United Capital Financial Advisors
Texas
$3.9M -$610K -10,593 -14%
DAM
237
Deltec Asset Management
New York
$3.86M +$3.86M +67,154 New
RA
238
Royce & Associates
New York
$3.8M +$115K +2,000 +3%
TNBTD
239
Trustmark National Bank Trust Department
Mississippi
$3.72M -$1.86M -32,295 -33%
PI
240
Putnam Investments
Massachusetts
$3.7M
BFS
241
Bard Financial Services
Connecticut
$3.66M +$134K +2,325 +4%
BCM
242
Beddow Capital Management
Wyoming
$3.65M -$1.44K -25 -0%
HNB
243
Huntington National Bank
Ohio
$3.63M +$1.12M +19,378 +44%
Dodge & Cox
244
Dodge & Cox
California
$3.62M -$99.7K -1,733 -3%
MML Investors Services
245
MML Investors Services
Massachusetts
$3.56M -$310K -5,381 -8%
BCI
246
Brinker Capital Investments
Pennsylvania
$3.55M +$346K +6,007 +11%
OPS
247
Orion Portfolio Solutions
Nebraska
$3.55M +$3.27M +56,883 +1,165%
WAM
248
Weatherly Asset Management
California
$3.53M -$129K -2,237 -4%
VPIM
249
Vanguard Personalized Indexing Management
California
$3.45M +$492K +8,555 +17%
RC
250
Reik & Co
New York
$3.43M