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 %
EARNEST Partners
326
EARNEST Partners
Georgia
$2.13M +$58 +1 +0%
MCM
327
Mill Capital Management
North Carolina
$2.08M -$146K -2,534 -7%
GCC
328
Game Creek Capital
Massachusetts
$2.08M -$374K -6,500 -15%
WPC
329
Waters Parkerson & Co
Louisiana
$2.01M
SC
330
Sierra Capital
Florida
$2.01M -$334K -5,811 -14%
ASN
331
Advisory Services Network
Georgia
$2M +$10.5K +182 +0.5%
SB
332
Simmons Bank
Arkansas
$1.99M -$89.3K -1,552 -4%
TI
333
Trexquant Investment
Connecticut
$1.96M +$1.96M +34,070 New
VIA
334
Vident Investment Advisory
Georgia
$1.95M +$1.35M +23,517 +226%
VFA
335
Valeo Financial Advisors
Indiana
$1.94M +$157K +3,578 +9%
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$1.93M +$17.4K +302 +0.9%
MMA
337
Miracle Mile Advisors
California
$1.93M -$746K -12,968 -28%
HTC
338
Haverford Trust Company
Pennsylvania
$1.93M +$85.9K +1,493 +5%
AWM
339
AE Wealth Management
Kansas
$1.92M -$69.7K -1,212 -4%
SW
340
SVB Wealth
Massachusetts
$1.92M +$674K +11,717 +54%
OWA
341
Octavia Wealth Advisors
Ohio
$1.92M -$42.3K -736 -2%
V
342
Veritable
Delaware
$1.9M -$24.4K -424 -1%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$102K +1,779 +6%
QCG
344
Quadrant Capital Group
Ohio
$1.83M +$155K +2,692 +9%
BC
345
Burney Company
Virginia
$1.83M +$23.9K +416 +1%
MCM
346
Mitchell Capital Management
Kansas
$1.79M +$36.8K +640 +2%
Wolverine Trading
347
Wolverine Trading
Illinois
$1.79M -$92.3M -1,593,858 -98%
BG
348
Bahl & Gaynor
Ohio
$1.78M +$230K +4,000 +15%
EHC
349
Everett Harris & Co
California
$1.76M +$474K +8,230 +37%
SC
350
Stolper & Co
Oklahoma
$1.74M +$25.7K +446 +2%