1,255 hedge funds and large institutions have $21B invested in Shell in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 469 increasing their positions, 393 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+60
Holders Change %
+5.02%
% of All Funds
20.01%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
134
Increased
469
Reduced
393
Closed
60
Calls
$791M
Puts
$501M
Net Calls
+$290M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BCCM
276
Bridge Creek Capital Management
Massachusetts
$3.65M -$73.1K -1,135 -2%
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$3.63M +$88.3K +1,372 +2%
QCM
278
Quantinno Capital Management
New York
$3.58M +$2.15M +33,456 +151%
NW
279
Naviter Wealth
Arkansas
$3.58M +$524K +8,145 +17%
WAM
280
Weatherly Asset Management
California
$3.57M -$233K -3,619 -6%
CCMINC
281
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.57M +$28.7K +446 +0.8%
FTDI
282
First Trust Direct Indexing
Massachusetts
$3.57M -$62.4K -970 -2%
RPSA
283
Richard P. Slaughter Associates
Texas
$3.56M -$212K -3,293 -6%
YCM
284
Yousif Capital Management
Michigan
$3.56M -$142K -2,210 -4%
AWS
285
Atria Wealth Solutions
New York
$3.53M -$38.1K -592 -1%
CSPAM
286
Cary Street Partners Asset Management
Virginia
$3.52M -$69.2K -1,075 -2%
CWM
287
Concentric Wealth Management
California
$3.51M +$4.51K +70 +0.1%
AC
288
Asio Capital
Kentucky
$3.51M +$13.5K +210 +0.4%
CQS
289
Credential Qtrade Securities
$3.5M +$144K +2,240 +4%
Citadel Advisors
290
Citadel Advisors
Florida
$3.47M -$12.4M -192,989 -78%
PFO
291
Pathstone Family Office
New Jersey
$3.44M +$2.08M +32,238 +152%
KAS
292
Kestra Advisory Services
Texas
$3.4M +$155K +2,415 +5%
MA
293
Montag & Associates
Georgia
$3.39M +$2.9M +44,996 +582%
Jane Street
294
Jane Street
New York
$3.36M -$16.8M -260,543 -83%
FSA
295
Fort Sheridan Advisors
Illinois
$3.35M +$476K +7,396 +17%
DS
296
DRW Securities
Illinois
$3.35M +$1.22M +19,000 +58%
CA
297
Continental Advisors
Utah
$3.32M -$225K -3,500 -6%
LNWWM
298
Laird Norton Wetherby Wealth Management
California
$3.23M +$7.21K +112 +0.2%
BAAM
299
Baker Avenue Asset Management
California
$3.22M
MAM
300
Madison Asset Management
Wisconsin
$3.21M -$15.6K -242 -0.5%