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 %
PAS
351
Park Avenue Securities
New York
$1.72M +$46.5K +809 +3%
NW
352
NewEdge Wealth
Pennsylvania
$1.68M +$12.4K +215 +0.7%
LIM
353
Leavell Investment Management
Alabama
$1.67M -$28.8K -500 -2%
CFM
354
Capricorn Fund Managers
United Kingdom
$1.65M -$10.3M -179,462 -86%
GC
355
Guggenheim Capital
Illinois
$1.61M +$408K +7,098 +34%
RWA
356
Roberts Wealth Advisors
California
$1.61M +$1.61K +27 +0.1%
IMC Chicago
357
IMC Chicago
Illinois
$1.6M +$1.6M +27,819 New
LBC
358
Lowe Brockenbrough & Co
Virginia
$1.6M +$39.1K +680 +3%
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
$1.59M -$800K -13,909 -33%
BRWA
360
B. Riley Wealth Advisors
Florida
$1.59M +$212K +3,679 +15%
UB
361
UMB Bank
Missouri
$1.58M +$97.2K +1,689 +7%
TCM
362
Tandem Capital Management
New Jersey
$1.58M +$530K +9,208 +50%
CL
363
COWA LLC
Oklahoma
$1.58M +$1.08M +60,034 +214%
SYBT
364
Stock Yards Bank & Trust
Kentucky
$1.58M -$403 -7 -0%
BPA
365
Beacon Pointe Advisors
California
$1.57M +$428K +7,442 +38%
FFM
366
Forum Financial Management
Illinois
$1.56M -$231K -4,008 -13%
RCG
367
Regatta Capital Group
California
$1.55M
CL
368
CSS LLC
Illinois
$1.55M -$294K -5,102 -16%
CCC
369
Chelsea Counsel Company
California
$1.55M
HWM
370
HB Wealth Management
Georgia
$1.55M -$1.09K -19 -0.1%
KPWS
371
Kestra Private Wealth Services
Texas
$1.54M +$176K +3,060 +13%
SCA
372
Snowden Capital Advisors
New York
$1.53M +$525K +9,120 +52%
PI
373
PEAK6 Investments
Illinois
$1.53M +$1.53M +26,604 New
S
374
SimplyRich
California
$1.53M
SFA
375
Sequoia Financial Advisors
Ohio
$1.51M +$61.9K +1,076 +4%