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 %
MA
576
Mutual Advisors
Nebraska
$653K +$313K +5,179 +92%
SCM
577
Schnieders Capital Management
California
$653K -$3.02K -50 -0.5%
Kayne Anderson Rudnick Investment Management
578
Kayne Anderson Rudnick Investment Management
California
$653K +$31.9K +529 +5%
AWA
579
Arkadios Wealth Advisors
Georgia
$652K -$3.56K -59 -0.5%
AWA
580
Arete Wealth Advisors
Illinois
$650K +$69.7K +1,153 +12%
TCOV
581
Trust Company of Vermont
Vermont
$648K -$28.6K -474 -4%
AWM
582
Apollon Wealth Management
South Carolina
$647K +$265K +4,394 +69%
LFA
583
Legacy Financial Advisors
Kentucky
$645K +$52.7K +873 +9%
FWM
584
Forefront Wealth Management
Pennsylvania
$642K +$302 +5 +0%
BTWM
585
Baker Tilly Wealth Management
Wisconsin
$638K +$32K +530 +5%
Two Sigma Advisers
586
Two Sigma Advisers
New York
$634K +$190K +3,140 +43%
9WM
587
9258 Wealth Management
Ohio
$630K -$27.6K -457 -4%
WAP
588
Wealthcare Advisory Partners
Pennsylvania
$630K -$4.71K -78 -0.7%
Wolverine Trading
589
Wolverine Trading
Illinois
$629K -$1.22M -20,377 -66%
PI
590
PFG Investments
New York
$628K -$95K -1,574 -13%
MFG
591
MidWestOne Financial Group
Iowa
$627K +$47.7K +790 +8%
IAN
592
Integrated Advisors Network
Texas
$625K +$127K +2,097 +25%
GDP
593
Great Diamond Partners
Maine
$621K +$13.2K +219 +2%
ERIC
594
Eagle Rock Investment Company
Georgia
$617K
JGUA
595
John G. Ullman & Associates
New York
$610K
PM
596
Penbrook Management
New York
$610K
GEA
597
Glen Eagle Advisors
New Jersey
$609K +$120K +1,980 +24%
WF
598
Welch & Forbes
Massachusetts
$606K -$1.21K -20 -0.2%
NCM
599
Northwest Capital Management
Oregon
$604K
MWM
600
Meridian Wealth Management
Kentucky
$602K -$265K -4,391 -31%