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 %
EW
576
Evoke Wealth
California
$604K +$35.3K +620 +6%
PCA
577
Personal Capital Advisors
California
$604K +$40K +703 +7%
DI
578
DFPG Investments
Utah
$594K +$594K +10,077 New
VIA
579
Vident Investment Advisory
Georgia
$593K +$593K +10,415 New
Kayne Anderson Rudnick Investment Management
580
Kayne Anderson Rudnick Investment Management
California
$593K -$224K -3,941 -27%
SSG
581
Summit Securities Group
New York
$592K -$774K -13,600 -57%
NSIM
582
North Star Investment Management
Illinois
$589K -$5.7K -100 -1%
PBT
583
Pictet Bank & Trust
Bahamas
$587K
Lido Advisors
584
Lido Advisors
California
$586K +$126K +2,216 +27%
Toronto Dominion Bank
585
Toronto Dominion Bank
Ontario, Canada
$584K +$75.2K +1,320 +15%
SW
586
SteelPeak Wealth
California
$583K -$13.2K -232 -2%
WF
587
Welch & Forbes
Massachusetts
$583K +$107K +1,883 +23%
WI
588
WrapManager Inc
California
$582K +$36.8K +645 +7%
VVP
589
Venture Visionary Partners
Ohio
$580K -$109K -1,922 -16%
CG
590
Caprock Group
Idaho
$578K +$6.89K +121 +1%
SWS
591
SYSTM Wealth Solutions
Illinois
$578K +$578K +10,143 New
PM
592
Penbrook Management
New York
$575K -$114K -2,000 -17%
JGUA
593
John G. Ullman & Associates
New York
$575K +$11.4K +200 +2%
LFA
594
Legacy Financial Advisors
Kentucky
$570K +$65K +1,141 +13%
SCM
595
Shelton Capital Management
Colorado
$570K
NCM
596
Northwest Capital Management
Oregon
$570K
DG
597
DMC Group
Alabama
$568K +$10.9K +195 +2%
SC
598
Saturna Capital
Washington
$567K
MHR
599
Matthew Hamilton Rosenberg
$563K +$114 +2 +0%
MGIA
600
Matthew Goff Investment Advisor
Texas
$561K +$274K +4,808 +95%