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 %
MYIA
476
Mount Yale Investment Advisors
Colorado
$968K +$341K +5,654 +55%
MIP
477
Marietta Investment Partners
Wisconsin
$961K
WA
478
Wealth Alliance
New York
$947K +$72.3K +1,198 +8%
TSW
479
Thompson Siegel & Walmsley
Virginia
$934K
KWM
480
Kingsview Wealth Management
Oregon
$934K +$154K +2,549 +20%
HSA
481
HBK Sorce Advisory
Pennsylvania
$933K -$36.3K -601 -4%
MWM
482
Mission Wealth Management
California
$930K +$137K +2,262 +17%
PWW
483
Pettyjohn Wood & White
Virginia
$929K +$128K +2,125 +16%
BDS
484
Banco de Sabadell
Florida
$913K -$4.69K -78 -0.5%
BOH
485
Bank of Hawaii
Hawaii
$908K -$202K -3,347 -18%
CA
486
Clearstead Advisors
Ohio
$902K +$77.1K +1,277 +9%
SGI
487
Summit Global Investments
Utah
$897K -$1.99K -33 -0.2%
WANY
488
Wealthspire Advisors (New York)
New York
$892K +$63K +1,044 +8%
GFA
489
Gallagher Fiduciary Advisors
Illinois
$891K -$63K -1,043 -7%
BMO
490
Beck Mack & Oliver
New York
$891K -$60.4K -1,000 -6%
CGL
491
Clarius Group LLC
Washington
$889K +$4.83K +80 +0.5%
FNBOO
492
First National Bank of Omaha
Nebraska
$888K -$37.5K -621 -4%
CWP
493
Cyndeo Wealth Partners
Florida
$887K -$18.8K -311 -2%
CIM
494
Confluence Investment Management
Missouri
$886K -$91.8K -1,521 -9%
AFG
495
American Financial Group
Ohio
$876K
HH
496
Hilltop Holdings
Texas
$874K +$510K +8,441 +140%
CCP
497
Clifford Capital Partners
Utah
$869K +$869K +14,396 New
DF
498
Donoghue Forlines
Massachusetts
$866K -$312K -5,173 -26%
MJP
499
Michael J. Puzo
$860K
CTA
500
Chesley Taft & Associates
Illinois
$860K -$12.1K -200 -1%