1,176 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 363 increasing their positions, 414 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+83
Holders Change %
+7.59%
% of All Funds
18.97%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
363
Reduced
414
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
MJP
501
Michael J. Puzo
$812K
CCA
502
Checchi Capital Advisers
California
$811K +$25.7K +451 +3%
RB
503
Rodgers Brothers
Pennsylvania
$809K -$145K -2,550 -15%
BDS
504
Banco de Sabadell
Florida
$804K +$15.8K +278 +2%
TPCW
505
TD Private Client Wealth
New York
$802K -$49.7K -873 -6%
KWM
506
Kingsview Wealth Management
Oregon
$800K -$16.2K -284 -2%
SIP
507
Stoneridge Investment Partners
Pennsylvania
$797K +$304K +5,339 +62%
HKIM
508
Hayek Kallen Investment Management
Alabama
$796K -$1.82K -32 -0.2%
MPI
509
Mairs & Power Inc
Minnesota
$793K
TWD
510
True Wealth Design
Ohio
$786K +$786K +13,808 New
PGIM
511
Pacific Global Investment Management
California
$779K +$12.6K +221 +2%
TYCC
512
Texas Yale Capital Corp
Florida
$777K +$495K +8,700 +176%
CA
513
Clearstead Advisors
Ohio
$776K +$5.7K +100 +0.7%
GHA
514
GW Henssler & Associates
Georgia
$775K -$63.3K -1,112 -8%
CTC
515
Central Trust Company
Missouri
$772K -$2.56K -45 -0.3%
NA
516
Navellier & Associates
Nevada
$770K +$22.9K +402 +3%
CA
517
Crewe Advisors
Utah
$764K
AGA
518
Arkos Global Advisors
Texas
$757K
IAIM
519
International Assets Investment Management
Florida
$749K +$125K +2,189 +20%
PWW
520
Pettyjohn Wood & White
Virginia
$748K +$119K +2,085 +19%
HPM
521
Hudson Portfolio Management
New York
$743K -$5.7K -100 -0.8%
KA
522
Kovack Advisors
Florida
$742K -$9.68K -170 -1%
GC
523
GFG Capital
Florida
$739K -$63.8K -1,120 -8%
POIA
524
Pin Oak Investment Advisors
Texas
$738K -$51.7K -908 -7%
MWM
525
Mission Wealth Management
California
$737K -$115K -2,018 -13%