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 %
IA
451
IFP Advisors
Florida
$1.02M -$311K -5,910 -23%
IF
452
Intrua Financial
Texas
$1.01M -$86.3K -1,429 -8%
HT
453
Headlands Technologies
Illinois
$1.01M +$1.01M +17,524 New
AAM
454
Auxier Asset Management
Oregon
$1M -$2.88K -50 -0.3%
LDB
455
Lee, Danner & Bass
Tennessee
$991K -$115K -2,000 -10%
EIP
456
Epoch Investment Partners
New York
$988K
ISL
457
Ingalls & Snyder LLC
New York
$986K
QCM
458
Quantinno Capital Management
New York
$985K +$51.1K +887 +5%
BCM
459
BTC Capital Management
Iowa
$975K -$76.1K -1,344 -7%
RG
460
Rathbones Group
United Kingdom
$961K
NLP
461
Next Level Private
New York
$958K +$1.44K +25 +0.2%
CSIC
462
Clifford Swan Investment Counsel
California
$954K +$72.4K +1,259 +8%
IC
463
IEQ Capital
California
$951K +$10.2K +178 +1%
BL
464
Balentine LLC
Georgia
$950K +$325K +5,642 +52%
GI
465
GAMCO Investors
Connecticut
$945K -$55.6K -967 -6%
SWP
466
Stratos Wealth Partners
Ohio
$943K -$80K -1,390 -8%
SWM
467
Sendero Wealth Management
Texas
$942K +$49.8K +865 +6%
AWM
468
Absher Wealth Management
North Carolina
$937K -$666K -11,566 -42%
OPCM
469
Osborne Partners Capital Management
California
$935K -$118K -2,043 -11%
DP
470
Dearborn Partners
Illinois
$934K +$4.14K +72 +0.4%
BEAM
471
Baker Ellis Asset Management
Washington
$932K
CIM
472
Confluence Investment Management
Missouri
$932K +$32.1K +557 +4%
HSA
473
HBK Sorce Advisory
Pennsylvania
$923K +$923K +16,046 New
CCA
474
Checchi Capital Advisers
California
$919K +$99.1K +1,723 +12%
MIP
475
Marietta Investment Partners
Wisconsin
$916K