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 %
NHC
451
Nicholas Hoffman & Company
Georgia
$1.06M -$18.7K -310 -2%
WAM
452
WNY Asset Management
New York
$1.06M +$227K +3,757 +27%
GFG
453
Greystone Financial Group
Michigan
$1.06M -$204K -3,379 -16%
BCM
454
BTC Capital Management
Iowa
$1.05M -$7.9K -129 -0.7%
TCM
455
Traynor Capital Management
Pennsylvania
$1.04M -$73.6K -1,219 -7%
Koshinski Asset Management
456
Koshinski Asset Management
Illinois
$1.04M -$231K -3,829 -18%
IA
457
IFP Advisors
Florida
$1.04M -$124K -2,052 -11%
SPC
458
Sigma Planning Corp
Michigan
$1.04M -$274K -4,544 -21%
BB
459
Busey Bank
Illinois
$1.04M -$108K -1,781 -9%
RGF
460
Retirement Guys Formula
Ohio
$1.04M +$189K +3,300 +22%
EIP
461
Epoch Investment Partners
New York
$1.04M
LDB
462
Lee, Danner & Bass
Tennessee
$1.03M -$11.2K -185 -1%
DP
463
Dearborn Partners
Illinois
$1.02M +$42.3K +700 +4%
AWM
464
Absher Wealth Management
North Carolina
$1.01M +$30.7K +509 +3%
SWP
465
Stratos Wealth Partners
Ohio
$1.01M +$24.7K +409 +2%
RG
466
Rathbones Group
United Kingdom
$1.01M
AP
467
Americana Partners
Texas
$1M -$231K -3,825 -19%
CSIC
468
Clifford Swan Investment Counsel
California
$1,000K -$1.03K -17 -0.1%
NLP
469
Next Level Private
New York
$999K +$1.44K +24 +0.1%
IF
470
Intrua Financial
Texas
$994K -$16.7K -277 -2%
ISL
471
Ingalls & Snyder LLC
New York
$993K -$41.3K -685 -4%
OPCM
472
Osborne Partners Capital Management
California
$981K
BEAM
473
Baker Ellis Asset Management
Washington
$978K
PA
474
Parallel Advisors
California
$971K +$53.7K +889 +6%
CFM
475
Coronation Fund Managers
South Africa
$969K +$969K +16,046 New