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 %
CFGS
551
Concourse Financial Group Securities
Alabama
$708K +$2.84K +47 +0.4%
ES
552
ETF Store
Kansas
$703K +$35K +574 +5%
DI
553
DFPG Investments
Utah
$702K +$72.7K +1,177 +12%
CG
554
Caprock Group
Idaho
$701K -$90.8K -1,503 -11%
AW
555
Apricus Wealth
South Carolina
$698K +$698K +11,480 New
EAM
556
Eagle Asset Management
Florida
$697K -$26K -431 -4%
DG
557
DMC Group
Alabama
$696K -$4.47K -74 -0.6%
KA
558
Kovack Advisors
Florida
$696K -$209K -3,462 -23%
CJFS
559
Coulter & Justus Financial Services
Tennessee
$696K -$1.61M -26,623 -70%
EWA
560
EP Wealth Advisors
California
$690K -$11.2M -108,327 -94%
HJIM
561
Henry James International Management
New York
$681K
AGA
562
Arkos Global Advisors
Texas
$680K -$5.31K -88 -0.8%
FHA
563
Flagship Harbor Advisors
Massachusetts
$677K -$2.9K -48 -0.4%
FHA
564
First Horizon Advisors
Tennessee
$677K -$18K -298 -3%
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K -$7.13K -118 -1%
AAS
566
Ameritas Advisory Services
Nebraska
$676K -$131K -2,202 -16%
IRC
567
Investors Research Corp
Georgia
$674K -$3.02K -50 -0.4%
BFS
568
Bradley Foster & Sargent
Connecticut
$672K
KA
569
Kozak & Associates
Colorado
$670K
NL
570
NWAM LLC
Washington
$663K +$130K +2,161 +25%
CIC
571
Crawford Investment Counsel
Georgia
$662K +$662K +10,970 New
MGWM
572
Marks Group Wealth Management
Minnesota
$659K -$13K -215 -2%
IAA
573
Ironsides Asset Advisors
North Carolina
$657K
EW
574
Evoke Wealth
California
$653K +$8.15K +135 +1%
Lazard Asset Management
575
Lazard Asset Management
New York
$653K -$362 -6 -0.1%