1,176 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 363 increasing their positions, 414 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+83
Holders Change %
+7.59%
% of All Funds
18.97%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
363
Reduced
414
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
326
Old Mission Capital
Illinois
$2.09M +$2.09M +36,632 New
SB
327
Simmons Bank
Arkansas
$2.06M -$167K -2,940 -8%
WPC
328
Waters Parkerson & Co
Louisiana
$1.99M -$25.1K -440 -1%
ASN
329
Advisory Services Network
Georgia
$1.97M +$54K +948 +3%
AWM
330
AE Wealth Management
Kansas
$1.97M -$169K -2,962 -8%
Artisan Partners
331
Artisan Partners
Wisconsin
$1.97M -$40.5M -710,373 -95%
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$1.96M +$691K +12,132 +54%
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$1.95M +$371K +6,512 +23%
OWA
334
Octavia Wealth Advisors
Ohio
$1.94M +$7.8K +137 +0.4%
BMA
335
Brooks Moore & Associates
Tennessee
$1.94M +$486K +8,535 +34%
LIP
336
Lighthouse Investment Partners
Florida
$1.93M +$1.93M +33,878 New
AWE
337
Avidian Wealth Enterprises
Texas
$1.91M +$339K +5,957 +22%
V
338
Veritable
Delaware
$1.9M +$54.2K +951 +3%
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$1.89M -$13K -228 -0.7%
CL
340
CSS LLC
Illinois
$1.82M +$911K +16,000 +100%
HTC
341
Haverford Trust Company
Pennsylvania
$1.82M -$349K -6,135 -16%
BC
342
Burney Company
Virginia
$1.78M -$12.5K -220 -0.7%
FFM
343
Forum Financial Management
Illinois
$1.78M -$513 -9 -0%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$1.74M +$239K +4,203 +16%
MCM
345
Mitchell Capital Management
Kansas
$1.73M +$15K +264 +0.9%
VFA
346
Valeo Financial Advisors
Indiana
$1.71M +$1.01K +24 +0.1%
IM
347
Islet Management
New York
$1.71M -$1.14M -20,000 -40%
GG
348
Gofen & Glossberg
Illinois
$1.69M -$166K -2,920 -9%
SC
349
Stolper & Co
Oklahoma
$1.69M -$392K -6,880 -19%
SFS
350
Sowell Financial Services
Arkansas
$1.68M +$376K +6,602 +29%