1,195 hedge funds and large institutions have $18.6B invested in Shell in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 414 increasing their positions, 418 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,195
Holders Change
+12
Holders Change %
+1.01%
% of All Funds
18.85%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.5%
New
94
Increased
414
Reduced
418
Closed
74
Calls
$793M
Puts
$500M
Net Calls
+$293M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
251
Brinker Capital Investments
Pennsylvania
$3.69M -$42.6K -706 -1%
OPS
252
Orion Portfolio Solutions
Nebraska
$3.69M -$42.6K -706 -1%
Dodge & Cox
253
Dodge & Cox
California
$3.64M -$163K -2,700 -4%
Adage Capital Partners
254
Adage Capital Partners
Massachusetts
$3.62M -$604K -10,000 -14%
WAM
255
Weatherly Asset Management
California
$3.57M -$137K -2,266 -4%
RC
256
Reik & Co
New York
$3.56M -$40.5K -670 -1%
AI
257
Atria Investments
North Carolina
$3.55M +$12.4K +205 +0.4%
RPSA
258
Richard P. Slaughter Associates
Texas
$3.54M +$40.6K +673 +1%
JFG
259
Jefferies Financial Group
New York
$3.51M +$2.69M +44,503 +326%
BCCM
260
Bridge Creek Capital Management
Massachusetts
$3.49M -$26.6K -440 -0.8%
YC
261
Yarbrough Capital
Tennessee
$3.48M
YCM
262
Yousif Capital Management
Michigan
$3.47M -$56.3K -932 -2%
FTDI
263
First Trust Direct Indexing
Massachusetts
$3.4M +$33.9K +562 +1%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$3.37M +$1.42M +23,528 +73%
CSPAM
265
Cary Street Partners Asset Management
Virginia
$3.36M +$26.3K +436 +0.8%
CB
266
Commerce Bank
Missouri
$3.36M +$353K +5,854 +12%
AWS
267
Atria Wealth Solutions
New York
$3.35M +$299K +4,945 +10%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$3.32M -$178K -2,943 -5%
CA
269
Continental Advisors
Utah
$3.32M
CCMINC
270
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.32M -$60.1K -996 -2%
William Blair & Company
271
William Blair & Company
Illinois
$3.31M +$411K +6,806 +14%
CWM
272
Concentric Wealth Management
California
$3.29M -$89.8K -1,487 -3%
AC
273
Asio Capital
Kentucky
$3.28M +$717K +11,867 +28%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$3.25M +$1.58M +26,203 +95%
CQS
275
Credential Qtrade Securities
$3.15M -$69.2K -1,146 -2%