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 %
CCM
376
Cohen Capital Management
California
$1.46M
BIA
377
Barry Investment Advisors
Massachusetts
$1.46M -$92.9K -1,631 -6%
PNC
378
Park National Corp
Ohio
$1.45M -$45.2K -794 -3%
PWM
379
Perigon Wealth Management
California
$1.45M +$192K +3,373 +15%
SFA
380
Sequoia Financial Advisors
Ohio
$1.44M +$405K +7,117 +39%
HAIM
381
Hunter Associates Investment Management
Pennsylvania
$1.43M
GWI
382
Grace & White Inc
New York
$1.41M
WS
383
Wedbush Securities
California
$1.4M -$113K -1,991 -8%
BW
384
Bison Wealth
Georgia
$1.39M +$215K +3,673 +18%
GVAG
385
Great Valley Advisor Group
Delaware
$1.39M +$58.9K +1,035 +4%
HCM
386
Howland Capital Management
Massachusetts
$1.38M +$91.1K +1,600 +7%
CCM
387
Chilton Capital Management
Texas
$1.37M +$138K +2,428 +11%
Marshall Wace
388
Marshall Wace
United Kingdom
$1.37M +$1.37M +24,121 New
BRWA
389
B. Riley Wealth Advisors
Florida
$1.36M +$46.2K +811 +4%
KPWS
390
Kestra Private Wealth Services
Texas
$1.35M +$577K +10,137 +75%
IA
391
IFP Advisors
Florida
$1.33M -$1.08M -20,521 -45%
P
392
Pitcairn
Pennsylvania
$1.33M +$42.3K +743 +3%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$1.32M -$63.6K -1,116 -5%
Manulife (Manufacturers Life Insurance)
394
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.32M -$48.6K -853 -4%
CCB
395
Cutter & Co Brokerage
Missouri
$1.32M -$26.8K -470 -2%
HT
396
HighTower Trust
Texas
$1.3M +$27.9K +493 +2%
SC
397
Solstein Capital
California
$1.3M +$56.6K +994 +5%
PFO
398
Pathstone Family Office
New Jersey
$1.29M +$431K +13,227 +50%
CS
399
Crescent Sterling
Louisiana
$1.28M +$1.28M +22,563 New
WB
400
WesBanco Bank
West Virginia
$1.28M +$335K +5,873 +35%