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 %
APWM
426
Atlas Private Wealth Management
New York
$1.14M +$6.33K +110 +0.6%
HAG
427
HF Advisory Group
Maryland
$1.14M +$193K +3,360 +20%
FA
428
FDx Advisors
Illinois
$1.14M
RSC
429
Red Spruce Capital
Pennsylvania
$1.13M -$4.72K -82 -0.4%
IDBONY
430
Israel Discount Bank of New York
New York
$1.13M +$8.75K +152 +0.8%
Luther King Capital Management (LKCM)
431
Luther King Capital Management (LKCM)
Texas
$1.12M -$214K -3,722 -16%
DF
432
Donoghue Forlines
Massachusetts
$1.12M +$1.12M +19,523 New
IAA
433
Independent Advisor Alliance
North Carolina
$1.12M -$105K -1,827 -9%
HT
434
HighTower Trust
Texas
$1.11M -$272K -4,513 -20%
WA
435
WealthTrust Axiom
Pennsylvania
$1.11M +$230 +4 +0%
WTC
436
WhitTier Trust Company
Nevada
$1.1M -$7.88K -137 -0.7%
BB
437
Busey Bank
Illinois
$1.09M +$99.9K +1,736 +10%
SFS
438
Sowell Financial Services
Arkansas
$1.09M -$610K -10,594 -36%
DWT
439
Dorsey & Whitney Trust
South Dakota
$1.09M +$31.1K +540 +3%
LFAS
440
Level Four Advisory Services
Texas
$1.08M -$46.2K -803 -4%
WFI
441
West Family Investments
California
$1.08M -$21.3K -371 -2%
PA
442
Profund Advisors
Maryland
$1.08M +$82.4K +1,432 +8%
TCM
443
Traynor Capital Management
Pennsylvania
$1.07M -$23.7K -412 -2%
BOH
444
Bank of Hawaii
Hawaii
$1.06M +$18K +313 +2%
WT
445
Whittier Trust
California
$1.04M +$104K +1,808 +11%
GT
446
Greenleaf Trust
Michigan
$1.04M +$41K +712 +4%
GT
447
Glenview Trust
Kentucky
$1.04M +$19.2K +333 +2%
NHC
448
Nicholas Hoffman & Company
Georgia
$1.03M -$7.25K -126 -0.7%
SC
449
Solstein Capital
California
$1.03M -$283K -4,923 -22%
VT
450
Vise Technologies
New York
$1.02M +$58.7K +1,021 +6%