1,195 hedge funds and large institutions have $18.6B invested in Shell in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 414 increasing their positions, 418 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,195
Holders Change
+12
Holders Change %
+1.01%
% of All Funds
18.85%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.5%
New
94
Increased
414
Reduced
418
Closed
74
Calls
$793M
Puts
$500M
Net Calls
+$293M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
GCC
351
Game Creek Capital
Massachusetts
$1.89M -$294K -4,875 -13%
LIM
352
Leavell Investment Management
Alabama
$1.88M +$136K +2,250 +8%
HTC
353
Haverford Trust Company
Pennsylvania
$1.88M -$144K -2,381 -7%
FCI
354
Financial Counselors Inc
Kansas
$1.85M +$307K +5,084 +20%
QCG
355
Quadrant Capital Group
Ohio
$1.84M -$88.7K -1,469 -5%
SC
356
Stolper & Co
Oklahoma
$1.81M -$8.09K -134 -0.4%
UB
357
UMB Bank
Missouri
$1.77M +$105K +1,743 +6%
BW
358
Bison Wealth
Georgia
$1.72M +$280K +4,642 +19%
NW
359
NewEdge Wealth
Pennsylvania
$1.7M -$56.5K -936 -3%
MIH
360
Meitav Investment House
Israel
$1.67M +$1.67M +27,724 New
BRWA
361
B. Riley Wealth Advisors
Florida
$1.67M +$9.3K +154 +0.6%
TCM
362
Tandem Capital Management
New Jersey
$1.66M
KPWS
363
Kestra Private Wealth Services
Texas
$1.64M +$24.7K +409 +2%
PWM
364
Perigon Wealth Management
California
$1.64M +$81.4K +1,371 +5%
HCMT
365
Highland Capital Management (Tennessee)
Tennessee
$1.64M +$1.64M +27,104 New
IAS
366
Insigneo Advisory Services
Florida
$1.64M +$173K +2,862 +12%
LBC
367
Lowe Brockenbrough & Co
Virginia
$1.63M -$48.6K -805 -3%
CCC
368
Chelsea Counsel Company
California
$1.62M
CL
369
COWA LLC
Oklahoma
$1.62M -$3.7M -61,251 -70%
RhumbLine Advisers
370
RhumbLine Advisers
Massachusetts
$1.61M +$1.61M +26,738 New
S
371
SimplyRich
California
$1.6M +$2.54K +42 +0.2%
RCG
372
Regatta Capital Group
California
$1.6M -$40.8K -675 -2%
CBOR
373
Community Bank of Raymore
Missouri
$1.59M -$906K -15,000 -36%
AWE
374
Avidian Wealth Enterprises
Texas
$1.59M -$831K -13,757 -34%
FFM
375
Forum Financial Management
Illinois
$1.59M -$51.9K -860 -3%