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 %
CCA
426
Checchi Capital Advisers
California
$1.2M +$238K +3,947 +25%
BPA
427
Beacon Pointe Advisors
California
$1.2M -$443K -7,342 -27%
WA
428
WealthTrust Axiom
Pennsylvania
$1.19M +$33.4K +553 +3%
RSC
429
Red Spruce Capital
Pennsylvania
$1.18M
IDBONY
430
Israel Discount Bank of New York
New York
$1.18M
Luther King Capital Management (LKCM)
431
Luther King Capital Management (LKCM)
Texas
$1.18M -$3.08K -51 -0.3%
SRC
432
Shufro Rose & Co
New York
$1.17M -$57.4K -950 -5%
Prudential Financial
433
Prudential Financial
New Jersey
$1.17M -$161K -2,666 -12%
IAA
434
Independent Advisor Alliance
North Carolina
$1.16M -$16.1K -266 -1%
WTC
435
WhitTier Trust Company
Nevada
$1.15M -$3.02K -50 -0.3%
Acadian Asset Management
436
Acadian Asset Management
Massachusetts
$1.14M +$1.14M +18,947 New
MMA
437
Miracle Mile Advisors
California
$1.14M -$883K -14,629 -44%
WFI
438
West Family Investments
California
$1.13M
WT
439
Whittier Trust
California
$1.13M +$29.9K +496 +3%
SC
440
Solstein Capital
California
$1.12M +$45.3K +750 +4%
VT
441
Vise Technologies
New York
$1.12M +$50.9K +843 +5%
WS
442
Wedbush Securities
California
$1.12M -$141K -2,331 -11%
AAM
443
Auxier Asset Management
Oregon
$1.11M +$59.5K +985 +6%
LFAS
444
Level Four Advisory Services
Texas
$1.11M -$28.6K -473 -3%
VIA
445
Vident Investment Advisory
Georgia
$1.1M -$952K -15,763 -46%
IC
446
IEQ Capital
California
$1.1M +$97.5K +1,614 +10%
GT
447
Greenleaf Trust
Michigan
$1.09M +$181 +3 +0%
BWL
448
Bogart Wealth LLC
Virginia
$1.08M +$197K +3,256 +22%
GT
449
Glenview Trust
Kentucky
$1.07M -$20.8K -344 -2%
FIM
450
Freedom Investment Management
Connecticut
$1.07M +$1.07M +17,745 New