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 %
FWSM
626
First Wilshire Securities Management
California
$554K
WJWM
627
Williams Jones Wealth Management
New York
$549K -$5.43K -90 -1%
SWM
628
Seed Wealth Management
Illinois
$546K
HIP
629
Harrell Investment Partners
Texas
$545K +$10.7K +177 +2%
CW
630
CreativeOne Wealth
Kansas
$545K +$43.6K +722 +9%
PCMF
631
Private Capital Management (Florida)
Florida
$545K +$183K +3,024 +50%
RFA
632
Resurgent Financial Advisors
Georgia
$544K +$18.1K +300 +3%
MCA
633
MSH Capital Advisors
Arizona
$544K
SIP
634
Stoneridge Investment Partners
Pennsylvania
$543K -$230K -3,812 -30%
IC
635
Inscription Capital
Texas
$543K -$32.6K -540 -6%
SWS
636
SYSTM Wealth Solutions
Illinois
$541K +$543 +9 +0.1%
ECM
637
Estabrook Capital Management
New York
$539K
IB
638
Intrust Bank
Kansas
$538K +$55.3K +916 +11%
BCWM
639
Bartlett & Co Wealth Management
Ohio
$537K +$216K +3,583 +67%
BC
640
Bartlett & Co
Ohio
$537K +$216K +3,583 +67%
PL
641
Plancorp LLC
Missouri
$537K
VCA
642
Verdence Capital Advisors
Maryland
$534K -$1.75K -29 -0.3%
KS
643
Karpas Strategies
Connecticut
$534K
SAMT
644
Select Asset Management & Trust
Pennsylvania
$533K
QI
645
Qtron Investments
Massachusetts
$531K
1WA
646
180 Wealth Advisors
Washington
$530K -$6.7K -110 -1%
BIM
647
Baldwin Investment Management
Pennsylvania
$530K
PFP
648
Pinnacle Financial Partners
Tennessee
$528K +$17.5K +289 +3%
ADMI
649
Albert D. Mason Inc
Massachusetts
$526K -$39.3K -650 -7%
BFEC
650
Benjamin F. Edwards & Company
Missouri
$524K -$13.9K -231 -3%