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 %
AC
301
Asio Capital
Kentucky
$2.44M +$2.44M +42,450 New
FSA
302
Fort Sheridan Advisors
Illinois
$2.42M +$726K +12,614 +43%
API
303
Advisor Partners II
California
$2.42M +$74.5K +1,295 +3%
BMA
304
Brooks Moore & Associates
Tennessee
$2.41M +$453K +7,874 +23%
ST
305
Sentinel Trust
Texas
$2.39M
CCI
306
Credit Capital Investments
New Jersey
$2.39M +$863K +15,000 +57%
SWM
307
SeaCrest Wealth Management
New York
$2.38M -$462K -8,026 -16%
CBOR
308
Community Bank of Raymore
Missouri
$2.38M -$14.4K -250 -0.6%
FM
309
Foster & Motley
Ohio
$2.38M -$18K -312 -0.7%
Victory Capital Management
310
Victory Capital Management
Texas
$2.37M +$2.37M +41,242 New
HCA
311
Horan Capital Advisors
Ohio
$2.35M +$47.1K +819 +2%
FHB
312
First Hawaiian Bank
Hawaii
$2.32M -$31.8K -553 -1%
AWE
313
Avidian Wealth Enterprises
Texas
$2.31M +$377K +6,548 +19%
MC
314
Moors & Cabot
Massachusetts
$2.3M -$291K -5,058 -11%
SPIA
315
Steward Partners Investment Advisory
New York
$2.28M -$1.15M -19,936 -33%
CC
316
Cannell & Co
New York
$2.27M -$2.88K -50 -0.1%
QOP
317
Quinn Opportunity Partners
Virginia
$2.25M +$2.25M +39,046 New
VAS
318
Vestmark Advisory Solutions
Massachusetts
$2.23M -$8.57K -149 -0.4%
MWM
319
Moran Wealth Management
Florida
$2.23M -$53.1K -923 -2%
IWC
320
Integrated Wealth Concepts
Massachusetts
$2.23M -$2.09M -36,386 -48%
RWM
321
Ritholtz Wealth Management
New York
$2.2M +$41.2K +716 +2%
CJFS
322
Coulter & Justus Financial Services
Tennessee
$2.19M -$179K -3,114 -8%
DMC
323
Drexel Morgan & Co
Pennsylvania
$2.16M
Brown Advisory
324
Brown Advisory
Maryland
$2.15M -$617K -10,728 -22%
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$2.14M +$171K +2,964 +9%