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 %
JIC
401
Johnson Investment Counsel
Ohio
$1.32M +$84.6K +1,471 +7%
GFS
402
GYL Financial Synergies
Connecticut
$1.31M +$147K +2,551 +13%
CS
403
Crescent Sterling
Louisiana
$1.3M -$2.88K -50 -0.2%
KLWA
404
Kelly Lawrence W & Associates
California
$1.29M
WB
405
WesBanco Bank
West Virginia
$1.29M -$6.79K -118 -0.5%
HA
406
Herold Advisors
New York
$1.27M +$6.39K +111 +0.5%
MCM
407
McKinley Capital Management
Alaska
$1.27M +$33K +574 +3%
Prudential Financial
408
Prudential Financial
New Jersey
$1.27M +$67.5K +1,173 +6%
Manulife (Manufacturers Life Insurance)
409
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.26M -$79.8K -1,386 -6%
SPC
410
Sigma Planning Corp
Michigan
$1.25M +$188K +3,267 +18%
CAS
411
Coppell Advisory Solutions
Texas
$1.22M +$56.9K +989 +5%
CASC
412
Coppell Advisory Solutions Corp
Texas
$1.22M +$56.9K +989 +5%
Koshinski Asset Management
413
Koshinski Asset Management
Illinois
$1.21M +$63.8K +1,109 +6%
SCM
414
SOL Capital Management
Maryland
$1.21M -$27K -470 -2%
GFG
415
Greystone Financial Group
Michigan
$1.2M +$56K +974 +5%
WS
416
Wedbush Securities
California
$1.2M -$211K -3,669 -15%
EM
417
Excalibur Management
Massachusetts
$1.19M +$4.89K +85 +0.4%
HFS
418
Hantz Financial Services
Michigan
$1.19M +$72.6K +1,262 +7%
AP
419
Americana Partners
Texas
$1.18M -$111K -1,923 -9%
SRC
420
Shufro Rose & Co
New York
$1.17M +$14.4K +250 +1%
WSCM
421
Wellington Shields Capital Management
New York
$1.17M
NA
422
NewEdge Advisors
Louisiana
$1.16M -$1.2M -20,570 -51%
MCM
423
MAI Capital Management
Ohio
$1.16M +$30.5K +530 +3%
BFIM
424
Beese Fulmer Investment Management
Ohio
$1.15M -$5.75K -100 -0.5%
QIM
425
Quest Investment Management
Oregon
$1.15M