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 %
HW
526
Hancock Whitney
Mississippi
$777K +$44.4K +736 +6%
Toronto Dominion Bank
527
Toronto Dominion Bank
Ontario, Canada
$776K +$78.8K +1,305 +11%
Lido Advisors
528
Lido Advisors
California
$776K +$108K +1,787 +16%
DWT
529
Dorsey & Whitney Trust
South Dakota
$773K -$366K -6,068 -32%
RPCONE
530
Retirement Planning Company of New England
Rhode Island
$768K -$4.41K -73 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
531
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$759K +$70.8K +1,172 +10%
First Manhattan
532
First Manhattan
New York
$755K +$45.3K +750 +6%
PA
533
Profund Advisors
Maryland
$754K -$379K -6,283 -33%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$750K -$62.2K -1,030 -8%
SC
535
Savant Capital
Illinois
$746K +$104K +1,715 +16%
TPCW
536
TD Private Client Wealth
New York
$743K -$25.7K -426 -3%
BL
537
Balentine LLC
Georgia
$743K -$254K -4,205 -25%
GC
538
GFG Capital
Florida
$742K
WIM
539
Waverton Investment Management
United Kingdom
$740K
OA
540
Oxbow Advisors
Texas
$739K
POIA
541
Pin Oak Investment Advisors
Texas
$737K -$45.6K -756 -6%
GW
542
GW & Wade
Massachusetts
$737K +$17K +282 +2%
AMIM
543
Aull & Monroe Investment Management
Alabama
$734K
GHA
544
GW Henssler & Associates
Georgia
$733K -$3.32K -55 -0.5%
SW
545
SteelPeak Wealth
California
$731K +$249K +4,118 +52%
CIA
546
Capital Investment Advisors
Georgia
$722K +$13.1K +217 +2%
PGIM
547
Pacific Global Investment Management
California
$720K -$144K -2,393 -17%
WIC
548
Woodmont Investment Counsel
Tennessee
$714K -$6.04K -100 -0.8%
MGIA
549
Moneta Group Investment Advisors
Missouri
$712K -$148K -2,459 -17%
BCM
550
Birmingham Capital Management
Alabama
$708K +$302 +5 +0%