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 %
WAL
601
W Advisors LLC
Tennessee
$562K
PWPS
602
Pinnacle Wealth Planning Services
Ohio
$562K +$460 +8 +0.1%
MOS
603
MGO One Seven
Ohio
$561K +$288K +5,001 +105%
ST
604
Smithfield Trust
Pennsylvania
$561K
DI
605
Diligent Investors
California
$558K
SC
606
Schulhoff & Co
Ohio
$556K
AWA
607
Arete Wealth Advisors
Illinois
$553K -$6.74K -117 -1%
MFG
608
MidWestOne Financial Group
Iowa
$552K +$552K +9,600 New
FIM
609
Fruth Investment Management
Texas
$549K -$1.44K -25 -0.3%
IC
610
Inscription Capital
Texas
$549K +$50.3K +874 +10%
Janus Henderson Group
611
Janus Henderson Group
United Kingdom
$548K
RHDIC
612
R.H. Dinel Investment Counsel
California
$547K
GI
613
Gradient Investments
Minnesota
$546K +$48.2K +838 +10%
CG
614
Clarus Group
Texas
$543K +$518 +9 +0.1%
RBC
615
Romano Brothers & Co
Illinois
$542K -$8.63K -150 -2%
ADMI
616
Albert D. Mason Inc
Massachusetts
$538K -$2.76K -48 -0.5%
DT
617
Diversified Trust
Tennessee
$536K +$5.75K +100 +1%
ECA
618
Elevated Capital Advisors
Utah
$533K -$104K -1,800 -16%
GFP
619
Gryphon Financial Partners
Ohio
$528K +$21.9K +381 +4%
WJWM
620
Williams Jones Wealth Management
New York
$528K -$10.7K -186 -2%
FWSM
621
First Wilshire Securities Management
California
$528K
RMAM
622
Raab & Moskowitz Asset Management
New Jersey
$527K
FMTC
623
Farmers & Merchants Trust Company
California
$523K
SWM
624
Seed Wealth Management
Illinois
$520K
PTC
625
Private Trust Company
Ohio
$520K -$7.42K -129 -1%