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 %
EA
526
Ellsworth Advisors
Ohio
$741K +$292K +5,069 +65%
GC
527
GFG Capital
Florida
$739K -$41.8K -695 -5%
SBH
528
Segall Bryant & Hamill
Illinois
$738K +$104K +1,802 +16%
RPCONE
529
Retirement Planning Company of New England
Rhode Island
$736K +$345 +6 +0%
SIP
530
Stoneridge Investment Partners
Pennsylvania
$736K -$69.1K -1,201 -9%
TPCW
531
TD Private Client Wealth
New York
$733K -$77.8K -1,352 -10%
WA
532
Wambolt & Associates
Colorado
$724K +$164K +2,708 +29%
MG
533
Mather Group
Illinois
$723K +$77.3K +1,343 +12%
NL
534
NVWM LLC
Pennsylvania
$719K -$11.6K -201 -2%
Barclays
535
Barclays
United Kingdom
$716K -$2.28M -39,712 -76%
WIM
536
Waverton Investment Management
United Kingdom
$705K
OA
537
Oxbow Advisors
Texas
$704K +$65.3K +1,135 +10%
DG
538
DMC Group
Alabama
$702K +$88.6K +1,465 +14%
GHA
539
GW Henssler & Associates
Georgia
$702K -$81.6K -1,418 -10%
AMIM
540
Aull & Monroe Investment Management
Alabama
$699K -$17.3K -301 -2%
HW
541
Hancock Whitney
Mississippi
$699K -$10.8K -188 -2%
SGA
542
Strategic Global Advisors
California
$698K -$30K -522 -4%
PCIA
543
Prime Capital Investment Advisors
Kansas
$697K +$7.77K +135 +1%
XT
544
XTX Topco
Cayman Islands
$691K -$396K -6,875 -36%
PI
545
PFG Investments
New York
$689K +$689K +11,975 New
EAM
546
Eagle Asset Management
Florida
$688K +$690 +12 +0.1%
GW
547
GW & Wade
Massachusetts
$687K +$34K +591 +5%
WIC
548
Woodmont Investment Counsel
Tennessee
$686K -$14.4K -250 -2%
First Manhattan
549
First Manhattan
New York
$676K -$15.4K -267 -2%
CIA
550
Capital Investment Advisors
Georgia
$676K -$15K -261 -2%