1,118 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q2 according to their latest regulatory filings, with 224 funds opening new positions, 360 increasing their positions, 330 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+138
Holders Change %
+14.08%
% of All Funds
18.9%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.52%
New
224
Increased
360
Reduced
330
Closed
69
Calls
$507M
Puts
$328M
Net Calls
+$179M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
576
Northwest Capital Management
Oregon
$523K
EW
577
Evoke Wealth
California
$523K
WI
578
WrapManager Inc
California
$522K -$575 -11 -0.1%
SC
579
Saturna Capital
Washington
$520K
JGUA
580
John G. Ullman & Associates
New York
$518K +$518K +9,900 New
IAS
581
Investment Advisory Services
Texas
$517K
WAL
582
W Advisors LLC
Tennessee
$516K
NB
583
NBT Bank
New York
$515K +$515K +9,850 New
CSS
584
Cubist Systematic Strategies
Connecticut
$513K -$182K -3,474 -26%
ECM
585
Estabrook Capital Management
New York
$509K
MHR
586
Matthew Hamilton Rosenberg
$506K +$104 +2 +0%
MWM
587
Meridian Wealth Management
Kentucky
$506K +$8.31K +159 +2%
EAM
588
Evanson Asset Management
California
$506K +$506K +9,680 New
SI
589
Saxon Interests
Texas
$505K +$505K +9,665 New
BTWM
590
Baker Tilly Wealth Management
Wisconsin
$504K +$504K +9,630 New
Janus Henderson Group
591
Janus Henderson Group
United Kingdom
$503K
SC
592
Schulhoff & Co
Ohio
$500K +$500K +9,567 New
RHDIC
593
R.H. Dinel Investment Counsel
California
$498K
LWAC
594
Laurel Wealth Advisors (California)
California
$498K +$23.6K +450 +5%
GI
595
Gradient Investments
Minnesota
$497K -$3.45K -66 -0.7%
BFO
596
Boston Family Office
Massachusetts
$489K
CRC
597
Curi RMB Capital
Illinois
$483K +$123K +2,355 +34%
CWP
598
Curated Wealth Partners
California
$483K +$483K +9,245 New
MCA
599
MSH Capital Advisors
Arizona
$479K +$26.1K +500 +6%
CFGS
600
Concourse Financial Group Securities
Alabama
$478K -$7.59K -145 -2%