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 %
NA
501
Navellier & Associates
Nevada
$796K +$18K +313 +2%
WAM
502
WNY Asset Management
New York
$793K +$369K +6,417 +87%
TYCC
503
Texas Yale Capital Corp
Florida
$791K +$6.56K +114 +0.8%
FBFS
504
First Business Financial Services
Wisconsin
$790K +$73.8K +1,282 +10%
WANY
505
Wealthspire Advisors (New York)
New York
$790K -$181K -3,154 -19%
AAS
506
Ameritas Advisory Services
Nebraska
$789K -$334K -5,726 -30%
CA
507
Clearstead Advisors
Ohio
$786K +$2.07K +36 +0.3%
JFG
508
Jefferies Financial Group
New York
$786K +$130K +2,253 +20%
RB
509
Rodgers Brothers
Pennsylvania
$783K -$34.5K -600 -4%
BTI
510
Blue Trust Inc
Georgia
$776K +$188K +3,292 +32%
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$774K -$113K -1,970 -13%
CA
512
Crewe Advisors
Utah
$772K
PE
513
Point72 Europe
United Kingdom
$765K +$765K +13,300 New
SRC
514
Sage Rhino Capital
California
$765K +$21.6K +375 +3%
PWW
515
Pettyjohn Wood & White
Virginia
$763K +$7.48K +130 +1%
VF
516
Virtu Financial
New York
$763K +$763K +13,260 New
CTC
517
Central Trust Company
Missouri
$762K -$17.3K -300 -2%
HF
518
HRT Financial
New York
$757K -$1.91M -33,241 -72%
MWM
519
Mission Wealth Management
California
$756K +$10.9K +190 +1%
CG
520
Caprock Group
Idaho
$754K +$171K +2,967 +29%
SS
521
Sunbelt Securities
Texas
$750K +$12.6K +218 +2%
POIA
522
Pin Oak Investment Advisors
Texas
$746K
LSAG
523
Lake Street Advisors Group
New Hampshire
$744K +$1.21K +21 +0.2%
HPM
524
Hudson Portfolio Management
New York
$743K -$8.06K -140 -1%
KWM
525
Kingsview Wealth Management
Oregon
$743K -$64.8K -1,127 -8%