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 %
GI
651
Gradient Investments
Minnesota
$492K -$11.3K -199 -2%
BWAM
652
Boyd Watterson Asset Management
Ohio
$491K
HI
653
Harbour Investments
Wisconsin
$488K +$187K +3,291 +62%
PA
654
Parallel Advisors
California
$484K -$516K -9,065 -52%
BFO
655
Boston Family Office
Massachusetts
$484K -$48.3K -848 -9%
AWM
656
Apollon Wealth Management
South Carolina
$482K -$37.2K -653 -7%
JCM
657
Jacobi Capital Management
Pennsylvania
$479K -$4.33K -76 -0.9%
PFP
658
Pinnacle Financial Partners
Tennessee
$478K +$1.08K +19 +0.2%
PTC
659
Philadelphia Trust Company
Pennsylvania
$476K
MSS
660
Mitchell Sinkler & Starr
Pennsylvania
$470K +$470K +8,255 New
GCM
661
Gables Capital Management
Florida
$469K
CLOS
662
Compagnie Lombard Odier SCmA
Switzerland
$466K
CW
663
CreativeOne Wealth
Kansas
$465K -$47K -825 -9%
EG
664
Ellerson Group
Maryland
$465K +$465K +8,171 New
AWAU
665
Alliance Wealth Advisors (Utah)
Utah
$462K +$462K +8,106 New
SFO
666
Stokes Family Office
Louisiana
$461K -$968 -17 -0.2%
DWM
667
Drive Wealth Management
Utah
$460K +$33.9K +596 +8%
JWCA
668
J.W. Cole Advisors
Florida
$459K +$54K +948 +13%
VDI
669
Vaughan David Investments
Illinois
$456K
EA
670
Ellsworth Advisors
Ohio
$456K +$456K +7,803 New
WWC
671
Waypoint Wealth Counsel
Georgia
$456K +$456K +8,000 New
YWP
672
YorkBridge Wealth Partners
New York
$455K -$43.9K -770 -9%
IP
673
Ignite Planners
California
$453K +$79K +1,350 +21%
4WM
674
44 Wealth Management
Oregon
$452K +$83.5K +1,467 +23%
SIG
675
Stonegate Investment Group
Alabama
$451K +$38.8K +681 +9%