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 %
KAS
276
Kestra Advisory Services
Texas
$3.04M -$18.1K -300 -0.6%
MAM
277
Madison Asset Management
Wisconsin
$3.03M -$184K -3,054 -6%
BAAM
278
Baker Avenue Asset Management
California
$3.02M -$3.02K -50 -0.1%
LNWWM
279
Laird Norton Wetherby Wealth Management
California
$3.02M -$65.5K -1,084 -2%
AMI
280
Amica Mutual Insurance
Rhode Island
$3.01M
SM
281
Sweeney & Michel
California
$3.01M -$105K -1,709 -3%
RJT
282
Raymond James Trust
Florida
$2.98M -$56.9K -943 -2%
OC
283
Oppenheimer & Co
New York
$2.96M -$541K -8,958 -15%
LSV Asset Management
284
LSV Asset Management
Illinois
$2.92M +$2.92M +48,400 New
JFL
285
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.91M -$70K -1,160 -2%
MHIC
286
Marble Harbor Investment Counsel
Massachusetts
$2.89M -$67.9K -1,125 -2%
AAM
287
Advisors Asset Management
Colorado
$2.88M +$266K +4,413 +10%
TNBTD
288
Trustmark National Bank Trust Department
Mississippi
$2.87M -$1.04M -17,151 -27%
NW
289
Naviter Wealth
Arkansas
$2.87M +$283K +4,694 +11%
CA
290
Cetera Advisors
Colorado
$2.85M -$554K -9,182 -16%
JAM
291
JCIC Asset Management
Ontario, Canada
$2.82M -$30.8K -510 -1%
CAM
292
Columbia Asset Management
Michigan
$2.81M +$31.7K +525 +1%
GHAM
293
Gilman Hill Asset Management
Connecticut
$2.8M +$176K +2,910 +7%
JSC
294
Jackson Square Capital
California
$2.79M -$123K -2,040 -4%
CG
295
Colony Group
Massachusetts
$2.78M +$1.15K +19 +0%
HWM
296
HB Wealth Management
Georgia
$2.73M +$1.11M +18,313 +68%
PF
297
Phoenix Financial
Israel
$2.73M +$1.23M +20,380 +82%
KCM
298
Kanawha Capital Management
Virginia
$2.72M -$61.2K -1,013 -2%
S
299
SignatureFD
Georgia
$2.71M -$38.2K -633 -1%
FSA
300
Fort Sheridan Advisors
Illinois
$2.69M +$152K +2,515 +6%