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 %
KLWA
401
Kelly Lawrence W & Associates
California
$1.28M -$188K -3,301 -13%
EHC
402
Everett Harris & Co
California
$1.28M -$51.3K -900 -4%
AssetMark Inc
403
AssetMark Inc
California
$1.27M +$250K +4,386 +24%
AP
404
Americana Partners
Texas
$1.26M -$2.45M -43,332 -66%
Dimensional Fund Advisors
405
Dimensional Fund Advisors
Texas
$1.26M +$113K +1,992,903 +10%
HA
406
Herold Advisors
New York
$1.25M +$57.5K +1,010 +5%
IIM
407
Ipswich Investment Management
Massachusetts
$1.24M
SW
408
SVB Wealth
Massachusetts
$1.23M +$25.2K +443 +2%
MCM
409
McKinley Capital Management
Alaska
$1.22M +$316K +5,541 +35%
FTUS
410
Flow Traders U.S.
New York
$1.22M +$1.22M +21,457 New
JIC
411
Johnson Investment Counsel
Ohio
$1.22M +$4.56K +80 +0.4%
SCM
412
SOL Capital Management
Maryland
$1.22M -$14.2K -250 -1%
GC
413
Guggenheim Capital
Illinois
$1.19M -$210K -3,687 -15%
Prudential Financial
414
Prudential Financial
New Jersey
$1.19M -$207K -3,627 -15%
EM
415
Excalibur Management
Massachusetts
$1.18M +$456 +8 +0%
WSCM
416
Wellington Shields Capital Management
New York
$1.16M
AHC
417
Adell Harriman & Carpenter
Texas
$1.15M +$415K +7,285 +56%
CAS
418
Coppell Advisory Solutions
Texas
$1.15M +$1.15M +20,206 New
CASC
419
Coppell Advisory Solutions Corp
Texas
$1.15M +$1.15M +20,206 New
GFS
420
GYL Financial Synergies
Connecticut
$1.15M +$1.15M +20,194 New
BFIM
421
Beese Fulmer Investment Management
Ohio
$1.15M -$20K -351 -2%
SRC
422
Shufro Rose & Co
New York
$1.15M +$5.7K +100 +0.5%
FA
423
FDx Advisors
Illinois
$1.14M -$261K -4,584 -19%
Koshinski Asset Management
424
Koshinski Asset Management
Illinois
$1.14M -$28.4K -499 -2%
QIM
425
Quest Investment Management
Oregon
$1.14M