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 %
SRC
526
Sage Rhino Capital
California
$736K +$19.9K +349 +3%
LSAG
527
Lake Street Advisors Group
New Hampshire
$735K -$60K -1,053 -8%
BCM
528
Birmingham Capital Management
Alabama
$734K +$15.7K +275 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
529
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$729K +$359K +6,300 +97%
ICA
530
Infrastructure Capital Advisors
New York
$729K -$18.9K -332 -3%
RPCONE
531
Retirement Planning Company of New England
Rhode Island
$728K -$8.43K -148 -1%
SW
532
SlateStone Wealth
Florida
$725K +$725K +12,730 New
SS
533
Sunbelt Securities
Texas
$724K +$113K +1,982 +18%
NL
534
NVWM LLC
Pennsylvania
$723K +$4.33K +76 +0.6%
SGA
535
Strategic Global Advisors
California
$721K -$683 -12 -0.1%
FHA
536
First Horizon Advisors
Tennessee
$719K -$3.65K -64 -0.5%
AMIM
537
Aull & Monroe Investment Management
Alabama
$709K
FBFS
538
First Business Financial Services
Wisconsin
$709K +$17.5K +308 +3%
HW
539
Hancock Whitney
Mississippi
$702K +$30.2K +530 +4%
PAG
540
Private Advisor Group
New Jersey
$700K +$24.3K +1,473 +4%
WIM
541
Waverton Investment Management
United Kingdom
$698K
TCOV
542
Trust Company of Vermont
Vermont
$695K +$5.7K +100 +0.8%
WIC
543
Woodmont Investment Counsel
Tennessee
$693K
TG
544
TCW Group
California
$692K
First Manhattan
545
First Manhattan
New York
$685K -$24.4K -428 -3%
CIA
546
Capital Investment Advisors
Georgia
$684K +$68.2K +1,198 +11%
PCIA
547
Prime Capital Investment Advisors
Kansas
$682K +$69.8K +1,225 +11%
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K -$7.46K -131 -1%
SCM
549
Schnieders Capital Management
California
$674K -$569 -10 -0.1%
CFGS
550
Concourse Financial Group Securities
Alabama
$672K +$126K +2,210 +23%