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 %
NB
601
NBT Bank
New York
$561K +$171 +3 +0%
ACM
602
Advisors Capital Management
New Jersey
$559K +$559K +9,809 New
WAL
603
W Advisors LLC
Tennessee
$556K -$5.7K -100 -1%
ST
604
Smithfield Trust
Pennsylvania
$556K -$99.1K -1,741 -15%
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$556K -$51.3K -900 -8%
NL
606
NWAM LLC
Washington
$553K +$181K +3,186 +49%
DI
607
Diligent Investors
California
$553K -$130K -2,276 -19%
TW
608
TrinityPoint Wealth
Connecticut
$551K +$6.95K +122 +1%
SC
609
Schulhoff & Co
Ohio
$551K
ATC
610
Argent Trust Co
Tennessee
$549K -$40.4K -709 -7%
DWM
611
Dorchester Wealth Management
Quebec, Canada
$548K -$68.3K -1,200 -11%
RBC
612
Romano Brothers & Co
Illinois
$545K -$108K -1,890 -16%
FIM
613
Fruth Investment Management
Texas
$545K
Janus Henderson Group
614
Janus Henderson Group
United Kingdom
$542K -$4.95K -87 -0.9%
RHDIC
615
R.H. Dinel Investment Counsel
California
$542K
SG
616
StoneX Group
New York
$541K +$541K +9,502 New
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$540K -$27.3K -479 -5%
CG
618
Clarus Group
Texas
$537K -$336K -5,905 -39%
ADMI
619
Albert D. Mason Inc
Massachusetts
$536K +$53.6K +940 +11%
WJWM
620
Williams Jones Wealth Management
New York
$533K +$10.6K +186 +2%
PCM
621
Parsons Capital Management
Rhode Island
$529K -$40.1K -704 -7%
WA
622
Wambolt & Associates
Colorado
$527K +$176K +3,095 +50%
DT
623
Diversified Trust
Tennessee
$525K
CGA
624
Crescent Grove Advisors
Illinois
$524K +$108K +1,901 +26%
FWSM
625
First Wilshire Securities Management
California
$522K