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 %
GFA
476
Gallagher Fiduciary Advisors
Illinois
$909K +$909K +15,797 New
BMO
477
Beck Mack & Oliver
New York
$907K -$33.4K -580 -4%
Bessemer Group
478
Bessemer Group
New Jersey
$898K -$62.7K -1,089 -7%
TSW
479
Thompson Siegel & Walmsley
Virginia
$890K
FNBOO
480
First National Bank of Omaha
Nebraska
$882K -$156K -2,710 -15%
BDS
481
Banco de Sabadell
Florida
$880K +$65.2K +1,130 +8%
PA
482
Parallel Advisors
California
$874K +$385K +6,691 +79%
CWP
483
Cyndeo Wealth Partners
Florida
$863K
KA
484
Kovack Advisors
Florida
$863K +$113K +1,960 +15%
SGI
485
Summit Global Investments
Utah
$857K +$10.8K +187 +1%
CGL
486
Clarius Group LLC
Washington
$843K +$12.9K +224 +2%
BWL
487
Bogart Wealth LLC
Virginia
$839K -$288K -5,005 -26%
SIC
488
Shoker Investment Counsel
Ohio
$838K
RGF
489
Retirement Guys Formula
Ohio
$837K +$330K +5,829 +65%
AFG
490
American Financial Group
Ohio
$834K
WA
491
Wealth Alliance
New York
$833K -$182K -3,155 -18%
CTA
492
Chesley Taft & Associates
Illinois
$831K
MWM
493
Meridian Wealth Management
Kentucky
$826K -$167K -2,902 -17%
PGIM
494
Pacific Global Investment Management
California
$824K +$37.5K +651 +5%
MGIA
495
Moneta Group Investment Advisors
Missouri
$820K +$8.23K +143 +1%
MJP
496
Michael J. Puzo
$820K
HKIM
497
Hayek Kallen Investment Management
Alabama
$806K +$1.15K +20 +0.1%
TWD
498
True Wealth Design
Ohio
$802K +$7.65K +133 +1%
MPI
499
Mairs & Power Inc
Minnesota
$801K
TF
500
TIAA FSB
Florida
$797K -$27.4K -477 -3%