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 %
AMI
276
Amica Mutual Insurance
Rhode Island
$2.87M
CB
277
Commerce Bank
Missouri
$2.86M +$205K +3,563 +8%
JFL
278
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.84M -$125K -2,175 -4%
MHIC
279
Marble Harbor Investment Counsel
Massachusetts
$2.82M
JSC
280
Jackson Square Capital
California
$2.78M -$1.79M -31,113 -39%
William Blair & Company
281
William Blair & Company
Illinois
$2.76M +$97.5K +1,694 +4%
AHC
282
Adell Harriman & Carpenter
Texas
$2.73M +$1.56M +27,150 +134%
JAM
283
JCIC Asset Management
Ontario, Canada
$2.72M -$69K -1,200 -2%
HSBC Holdings
284
HSBC Holdings
United Kingdom
$2.67M +$2.05M +35,708 +335%
RFC
285
Regions Financial Corp
Alabama
$2.65M -$123K -2,132 -4%
CAM
286
Columbia Asset Management
Michigan
$2.65M +$268K +4,663 +11%
KCM
287
Kanawha Capital Management
Virginia
$2.65M -$145K -2,523 -5%
UFG
288
United Fire Group
Iowa
$2.65M
CG
289
Colony Group
Massachusetts
$2.64M +$8.29K +144 +0.3%
S
290
SignatureFD
Georgia
$2.62M +$145K +2,524 +6%
CT
291
Chicago Trust
Illinois
$2.61M -$519K -9,027 -17%
IMOV
292
Investment Management of Virginia
Virginia
$2.59M -$41.1K -714 -2%
PGA
293
Portland Global Advisors
Maine
$2.57M -$77.4K -1,345 -3%
GHAM
294
Gilman Hill Asset Management
Connecticut
$2.51M +$6.33K +110 +0.3%
Rafferty Asset Management
295
Rafferty Asset Management
New York
$2.5M +$1.36M +23,552 +118%
AAM
296
Advisors Asset Management
Colorado
$2.49M +$239K +4,151 +11%
NW
297
Naviter Wealth
Arkansas
$2.46M +$375K +6,514 +18%
AMG
298
Advisors Management Group
Wisconsin
$2.45M -$107K -1,851 -4%
SIA
299
Schechter Investment Advisors
Michigan
$2.45M +$55.1K +957 +2%
PAG
300
Private Advisor Group
New Jersey
$2.44M +$2.88K +50 +0.1%