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 %
BCM
551
Birmingham Capital Management
Alabama
$675K -$66.6K -1,158 -9%
CFGS
552
Concourse Financial Group Securities
Alabama
$672K -$7.25K -126 -1%
Toronto Dominion Bank
553
Toronto Dominion Bank
Ontario, Canada
$665K +$75.2K +1,307 +13%
ES
554
ETF Store
Kansas
$665K +$51.4K +846 +8%
FHA
555
First Horizon Advisors
Tennessee
$662K -$64.6K -1,122 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
556
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$656K -$80.6K -1,400 -11%
AGA
557
Arkos Global Advisors
Texas
$653K -$112K -1,943 -15%
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$651K -$34.4K -598 -5%
HJIM
559
Henry James International Management
New York
$649K
FHA
560
Flagship Harbor Advisors
Massachusetts
$648K +$193K +3,347 +42%
TCOV
561
Trust Company of Vermont
Vermont
$645K -$57.1K -993 -8%
IRC
562
Investors Research Corp
Georgia
$645K -$10.1K -175 -2%
MGWM
563
Marks Group Wealth Management
Minnesota
$640K -$20.9K -364 -3%
BFS
564
Bradley Foster & Sargent
Connecticut
$640K
WI
565
WrapManager Inc
California
$634K +$46.6K +810 +8%
IAA
566
Ironsides Asset Advisors
North Carolina
$633K
KA
567
Kozak & Associates
Colorado
$633K
Lido Advisors
568
Lido Advisors
California
$631K +$44.3K +776 +8%
9WM
569
9258 Wealth Management
Ohio
$627K -$6.73K -117 -1%
AWA
570
Arkadios Wealth Advisors
Georgia
$625K -$40.6K -705 -6%
SCM
571
Schnieders Capital Management
California
$625K -$56.1K -975 -8%
Lazard Asset Management
572
Lazard Asset Management
New York
$622K
EW
573
Evoke Wealth
California
$615K +$4.14K +72 +0.7%
SC
574
Savant Capital
Illinois
$612K +$306K +5,319 +100%
FWM
575
Forefront Wealth Management
Pennsylvania
$611K +$345 +6 +0.1%