1,255 hedge funds and large institutions have $21B invested in Shell in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 469 increasing their positions, 393 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+60
Holders Change %
+5.02%
% of All Funds
20.01%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
134
Increased
469
Reduced
393
Closed
60
Calls
$791M
Puts
$501M
Net Calls
+$290M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
526
MidWestOne Financial Group
Iowa
$946K +$277K +4,307 +41%
CIM
527
Confluence Investment Management
Missouri
$944K
BDS
528
Banco de Sabadell
Florida
$941K -$34K -529 -3%
DP
529
Dearborn Partners
Illinois
$940K -$150K -2,331 -14%
CCFCSB
530
Cape Cod Five Cents Savings Bank
Massachusetts
$937K +$467K +7,255 +99%
KWM
531
Kingsview Wealth Management
Oregon
$934K -$61.4K -953 -6%
AFG
532
American Financial Group
Ohio
$934K
NA
533
Navellier & Associates
Nevada
$930K +$20K +310 +2%
SGI
534
Summit Global Investments
Utah
$930K -$26.8K -416 -3%
CGL
535
Clarius Group LLC
Washington
$928K -$20.3K -315 -2%
FNBOO
536
First National Bank of Omaha
Nebraska
$927K -$19.2K -298 -2%
FIM
537
Freedom Investment Management
Connecticut
$923K -$219K -3,403 -19%
MJP
538
Michael J. Puzo
$917K
CTA
539
Chesley Taft & Associates
Illinois
$917K
FBFS
540
First Business Financial Services
Wisconsin
$910K +$13.5K +209 +2%
EA
541
Ellsworth Advisors
Ohio
$910K +$8.92K +131 +1%
TCOT
542
Trust Company of Toledo
Ohio
$909K +$909K +14,118 New
EWA
543
EP Wealth Advisors
California
$908K +$478K +7,423 +111%
HKIM
544
Hayek Kallen Investment Management
Alabama
$904K +$1.35K +21 +0.1%
SWS
545
SYSTM Wealth Solutions
Illinois
$901K +$324K +5,037 +56%
GFA
546
Gallagher Fiduciary Advisors
Illinois
$901K -$48.9K -759 -5%
MPI
547
Mairs & Power Inc
Minnesota
$896K
PCIA
548
Prime Capital Investment Advisors
Kansas
$890K +$1.16K +18 +0.1%
GI
549
GAMCO Investors
Connecticut
$886K +$55.6K +863 +7%
MGWM
550
Marks Group Wealth Management
Minnesota
$883K +$180K +2,794 +26%