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 %
RSVP
651
Ramsay Stattman Vela & Price
Colorado
$523K
BWAM
652
Boyd Watterson Asset Management
Ohio
$520K
BFO
653
Boston Family Office
Massachusetts
$518K
RMAM
654
Raab & Moskowitz Asset Management
New Jersey
$510K -$42.9K -711 -8%
PTC
655
Philadelphia Trust Company
Pennsylvania
$504K
SBIA
656
Sheaff Brock Investment Advisors
Indiana
$498K +$20.3K +336 +4%
CAMG
657
CWA Asset Management Group
Florida
$498K +$51.1K +847 +11%
ATC
658
Argent Trust Co
Tennessee
$496K -$10.9K -180 -2%
AWAU
659
Alliance Wealth Advisors (Utah)
Utah
$494K +$12.2K +202 +3%
Empower Advisory Group
660
Empower Advisory Group
Colorado
$494K -$78.6K -1,302 -14%
SL
661
Sentry LLC
Tennessee
$493K
SFO
662
Stokes Family Office
Louisiana
$490K +$36.5K +604 +8%
IP
663
Ignite Planners
California
$490K +$1.19K +20 +0.2%
VDI
664
Vaughan David Investments
Illinois
$489K +$5.02K +83 +1%
4WM
665
44 Wealth Management
Oregon
$488K -$3.44K -57 -0.7%
CWM
666
Circle Wealth Management
New Jersey
$487K +$144K +2,387 +42%
PCM
667
Parsons Capital Management
Rhode Island
$485K -$17.1K -283 -3%
SSG
668
Summit Securities Group
New York
$484K +$484K +8,021 New
HI
669
Harbour Investments
Wisconsin
$478K -$61.5K -1,018 -11%
LNC
670
Lincoln National Corp
Pennsylvania
$477K +$89.8K +1,488 +23%
AIM
671
Alhambra Investment Management
Florida
$476K +$1.81K +30 +0.4%
GCM
672
Gallacher Capital Management
Colorado
$476K +$43K +712 +10%
LWAM
673
Legacy Wealth Asset Management
Minnesota
$476K +$1.09K +18 +0.2%
WAG
674
Wallace Advisory Group
California
$475K
XT
675
XTX Topco
Cayman Islands
$471K -$254K -4,213 -35%