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 %
MCA
626
MSH Capital Advisors
Arizona
$518K
SWS
627
SYSTM Wealth Solutions
Illinois
$515K -$68.5K -1,190 -12%
ECM
628
Estabrook Capital Management
New York
$514K
JWCA
629
J.W. Cole Advisors
Florida
$514K +$50.5K +878 +11%
HI
630
Harbour Investments
Wisconsin
$514K +$21.2K +369 +4%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$513K -$9.1K -158 -2%
PL
632
Plancorp LLC
Missouri
$511K
LB
633
Leo Brokerage
Texas
$511K +$511K +8,885 New
VCA
634
Verdence Capital Advisors
Maryland
$511K +$8.17K +142 +2%
CCM
635
Coerente Capital Management
Ontario, Canada
$510K -$1.78M -30,902 -78%
KS
636
Karpas Strategies
Connecticut
$509K
SAMT
637
Select Asset Management & Trust
Pennsylvania
$508K
1WA
638
180 Wealth Advisors
Washington
$508K -$3.05K -53 -0.6%
NL
639
NWAM LLC
Washington
$507K -$51.6K -896 -9%
QI
640
Qtron Investments
Massachusetts
$506K +$229K +3,974 +82%
BIM
641
Baldwin Investment Management
Pennsylvania
$505K
HIP
642
Harrell Investment Partners
Texas
$504K
RFA
643
Resurgent Financial Advisors
Georgia
$501K +$224K +3,900 +81%
RSVP
644
Ramsay Stattman Vela & Price
Colorado
$498K -$10.1K -175 -2%
IP
645
Ignite Planners
California
$498K +$27.4K +450 +6%
BWAM
646
Boyd Watterson Asset Management
Ohio
$496K
BFO
647
Boston Family Office
Massachusetts
$494K +$4.49K +78 +0.9%
Thrivent Financial for Lutherans
648
Thrivent Financial for Lutherans
Minnesota
$488K +$200K +3,472 +70%
BIP
649
Blueprint Investment Partners
North Carolina
$488K +$79.3K +1,378 +19%
PFP
650
Pinnacle Financial Partners
Tennessee
$486K +$3.05K +53 +0.6%