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 %
NA
501
Navellier & Associates
Nevada
$854K +$19K +314 +2%
MG
502
Mather Group
Illinois
$850K +$91.3K +1,512 +12%
HKIM
503
Hayek Kallen Investment Management
Alabama
$847K +$1.15K +19 +0.1%
FBFS
504
First Business Financial Services
Wisconsin
$841K +$11.7K +194 +1%
MPI
505
Mairs & Power Inc
Minnesota
$840K
Bessemer Group
506
Bessemer Group
New Jersey
$836K -$107K -1,765 -11%
SIC
507
Shoker Investment Counsel
Ohio
$836K -$43.5K -720 -5%
WA
508
Wambolt & Associates
Colorado
$835K +$113K +1,875 +16%
PCIA
509
Prime Capital Investment Advisors
Kansas
$833K +$102K +1,686 +14%
TWD
510
True Wealth Design
Ohio
$825K -$17.1K -284 -2%
GC
511
Guggenheim Capital
Illinois
$821K -$871K -14,418 -51%
FA
512
FDx Advisors
Illinois
$820K -$390K -6,453 -32%
SRC
513
Sage Rhino Capital
California
$818K +$15.9K +263 +2%
RB
514
Rodgers Brothers
Pennsylvania
$817K -$4.53K -75 -0.6%
CTC
515
Central Trust Company
Missouri
$812K +$11.8K +195 +1%
LSAG
516
Lake Street Advisors Group
New Hampshire
$811K +$30.7K +509 +4%
SBH
517
Segall Bryant & Hamill
Illinois
$800K +$25.8K +427 +3%
SS
518
Sunbelt Securities
Texas
$799K +$17.9K +297 +2%
EA
519
Ellsworth Advisors
Ohio
$799K +$21.4K +354 +3%
TYCC
520
Texas Yale Capital Corp
Florida
$794K -$36.7K -608 -4%
TF
521
TIAA FSB
Florida
$789K -$47K -778 -6%
CA
522
Crewe Advisors
Utah
$786K -$24.2K -400 -3%
NL
523
NVWM LLC
Pennsylvania
$783K +$28.1K +465 +4%
HPM
524
Hudson Portfolio Management
New York
$780K
GI
525
GAMCO Investors
Connecticut
$779K -$213K -3,525 -21%