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 %
TW
601
TrinityPoint Wealth
Connecticut
$601K -$1.45K -24 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
602
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$597K +$2.84K +47 +0.5%
MHR
603
Matthew Hamilton Rosenberg
$597K +$121 +2 +0%
NB
604
NBT Bank
New York
$595K
SC
605
Schulhoff & Co
Ohio
$593K +$9.06K +150 +2%
NSIM
606
North Star Investment Management
Illinois
$592K -$6.04K -100 -1%
ST
607
Smithfield Trust
Pennsylvania
$591K
WAL
608
W Advisors LLC
Tennessee
$590K
DI
609
Diligent Investors
California
$587K +$1.51K +25 +0.3%
PBT
610
Pictet Bank & Trust
Bahamas
$584K -$38K -630 -6%
GI
611
Gradient Investments
Minnesota
$583K +$10K +166 +2%
DT
612
Diversified Trust
Tennessee
$581K +$17.9K +296 +3%
FIM
613
Fruth Investment Management
Texas
$576K
Janus Henderson Group
614
Janus Henderson Group
United Kingdom
$575K
FMTC
615
Farmers & Merchants Trust Company
California
$575K +$25.4K +421 +5%
RHDIC
616
R.H. Dinel Investment Counsel
California
$575K
PTC
617
Private Trust Company
Ohio
$573K +$27.7K +459 +5%
CG
618
Clarus Group
Texas
$570K +$483 +8 +0.1%
WI
619
WrapManager Inc
California
$566K -$99.7K -1,651 -15%
SC
620
Saturna Capital
Washington
$561K -$39.2K -650 -7%
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$560K -$29.2K -483 -5%
ECA
622
Elevated Capital Advisors
Utah
$559K
RBC
623
Romano Brothers & Co
Illinois
$557K -$12K -199 -2%
GFP
624
Gryphon Financial Partners
Ohio
$555K +$543 +9 +0.1%
JWCA
625
J.W. Cole Advisors
Florida
$555K +$15.3K +253 +3%