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 %
EAM
551
Eagle Asset Management
Florida
$669K -$12K -214 -2%
Vontobel Holding
552
Vontobel Holding
Switzerland
$662K
EOCM
553
Energy Opportunities Capital Management
Texas
$660K -$34.7K -610 -5%
AWA
554
Arkadios Wealth Advisors
Georgia
$659K +$162K +2,840 +33%
MGWM
555
Marks Group Wealth Management
Minnesota
$655K -$46.2K -812 -7%
JFG
556
Jefferies Financial Group
New York
$649K +$649K +11,404 New
IRC
557
Investors Research Corp
Georgia
$648K -$8.54K -150 -1%
GW
558
GW & Wade
Massachusetts
$646K +$203K +3,564 +46%
HJIM
559
Henry James International Management
New York
$642K -$57 -1 -0%
NA
560
NewEdge Advisors
Louisiana
$641K +$83.9K +5,297 +15%
MG
561
Mather Group
Illinois
$639K -$20.7K -363 -3%
BFS
562
Bradley Foster & Sargent
Connecticut
$634K
OA
563
Oxbow Advisors
Texas
$632K -$42.7K -750 -6%
ECA
564
Elevated Capital Advisors
Utah
$630K +$20.1K +353 +3%
9WM
565
9258 Wealth Management
Ohio
$627K -$16.3K -287 -3%
SBH
566
Segall Bryant & Hamill
Illinois
$627K -$34.1K -599 -5%
IAA
567
Ironsides Asset Advisors
North Carolina
$627K -$5.7K -100 -0.9%
KA
568
Kozak & Associates
Colorado
$627K
ES
569
ETF Store
Kansas
$624K +$58.6K +948 +10%
EWA
570
EP Wealth Advisors
California
$620K -$83.2K -1,460 -12%
Connor, Clark & Lunn Investment Management (CC&L)
571
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$619K -$29.2M -512,494 -98%
BL
572
Balentine LLC
Georgia
$618K -$58.6K -1,029 -9%
Lazard Asset Management
573
Lazard Asset Management
New York
$616K -$30.4K -534 -5%
HSBC Holdings
574
HSBC Holdings
United Kingdom
$608K -$4.67K -82 -0.8%
FWM
575
Forefront Wealth Management
Pennsylvania
$605K +$285 +5 +0%