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 %
BHB
576
Bank Hapoalim BM
Israel
$611K +$105K +1,822 +21%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$605K +$346K +6,016 +134%
ACM
578
Advisors Capital Management
New Jersey
$603K +$38.7K +673 +7%
MYIA
579
Mount Yale Investment Advisors
Colorado
$597K -$243K -4,215 -29%
PBT
580
Pictet Bank & Trust
Bahamas
$593K
Kayne Anderson Rudnick Investment Management
581
Kayne Anderson Rudnick Investment Management
California
$591K -$7.31K -127 -1%
VVP
582
Venture Visionary Partners
Ohio
$587K
DI
583
DFPG Investments
Utah
$586K +$6.56K +114 +1%
ERIC
584
Eagle Rock Investment Company
Georgia
$584K -$483K -8,400 -45%
LWA
585
Lineweaver Wealth Advisors
Ohio
$583K +$583K +10,126 New
PM
586
Penbrook Management
New York
$581K
JGUA
587
John G. Ullman & Associates
New York
$581K
GDP
588
Great Diamond Partners
Maine
$579K +$579K +10,066 New
WF
589
Welch & Forbes
Massachusetts
$579K -$10.7K -186 -2%
BTWM
590
Baker Tilly Wealth Management
Wisconsin
$578K +$32.1K +558 +6%
NCM
591
Northwest Capital Management
Oregon
$575K
Empower Advisory Group
592
Empower Advisory Group
Colorado
$574K +$574K +9,489 New
TW
593
TrinityPoint Wealth
Connecticut
$574K +$17.2K +299 +3%
SIG
594
Stonegate Investment Group
Alabama
$573K +$117K +2,042 +26%
SC
595
Saturna Capital
Washington
$572K
NSIM
596
North Star Investment Management
Illinois
$570K -$25.9K -450 -4%
MHR
597
Matthew Hamilton Rosenberg
$569K +$58 +1 +0%
NB
598
NBT Bank
New York
$567K
Connor, Clark & Lunn Investment Management (CC&L)
599
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$566K -$58.6K -1,019 -9%
LFA
600
Legacy Financial Advisors
Kentucky
$565K -$11.2K -194 -2%