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 %
ATC
651
Argent Trust Co
Tennessee
$483K -$71.1K -1,235 -13%
PTC
652
Philadelphia Trust Company
Pennsylvania
$480K
PCM
653
Parsons Capital Management
Rhode Island
$478K -$55.9K -972 -10%
CW
654
CreativeOne Wealth
Kansas
$478K +$8.34K +145 +2%
WAG
655
Wallace Advisory Group
California
$475K +$71.4K +1,241 +18%
IAN
656
Integrated Advisors Network
Texas
$475K -$27.6K -480 -5%
GCM
657
Gables Capital Management
Florida
$474K
DWM
658
Dorchester Wealth Management
Quebec, Canada
$470K -$83.4K -1,450 -15%
SL
659
Sentry LLC
Tennessee
$470K +$470K +8,169 New
JIP
660
Jaffetilchin Investment Partners
Florida
$469K +$469K +8,156 New
4WM
661
44 Wealth Management
Oregon
$468K +$11.4K +198 +2%
GEA
662
Glen Eagle Advisors
New Jersey
$467K +$129K +2,246 +38%
VDI
663
Vaughan David Investments
Illinois
$461K
IB
664
Intrust Bank
Kansas
$460K +$110K +1,920 +32%
AWAU
665
Alliance Wealth Advisors (Utah)
Utah
$460K -$6.85K -119 -1%
SW
666
SteelPeak Wealth
California
$459K -$130K -2,258 -22%
JCM
667
Jacobi Capital Management
Pennsylvania
$456K -$27.8K -483 -6%
CWP
668
Capital Wealth Planning
Florida
$456K +$456K +7,920 New
SBIA
669
Sheaff Brock Investment Advisors
Indiana
$455K +$16.9K +294 +4%
PCM
670
Penserra Capital Management
California
$455K -$1.2M -20,876 -72%
LWAM
671
Legacy Wealth Asset Management
Minnesota
$452K +$78.8K +1,369 +21%
AIM
672
Alhambra Investment Management
Florida
$452K +$15.1K +263 +3%
CCFCSB
673
Cape Cod Five Cents Savings Bank
Massachusetts
$452K
AA
674
AlphaQ Advisors
Florida
$451K +$214K +3,712 +90%
WHG
675
Westwood Holdings Group
Texas
$447K