1,255 hedge funds and large institutions have $21B invested in Shell in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 469 increasing their positions, 393 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+60
Holders Change %
+5.02%
% of All Funds
20.01%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
134
Increased
469
Reduced
393
Closed
60
Calls
$791M
Puts
$501M
Net Calls
+$290M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ECA
651
Elevated Capital Advisors
Utah
$609K +$12.9K +200 +2%
MCA
652
MSH Capital Advisors
Arizona
$609K +$28.7K +446 +5%
TPCM
653
Templeton & Phillips Capital Management
Tennessee
$607K +$607K +9,430 New
CCM
654
Coldstream Capital Management
Washington
$597K +$137K +2,121 +30%
SWM
655
Spire Wealth Management
Virginia
$592K +$149K +2,317 +34%
PTC
656
Private Trust Company
Ohio
$591K -$19.8K -308 -3%
FWSM
657
First Wilshire Securities Management
California
$591K
NSIM
658
North Star Investment Management
Illinois
$589K -$41.8K -650 -7%
WI
659
WrapManager Inc
California
$588K -$14.9K -231 -2%
RFA
660
Resurgent Financial Advisors
Georgia
$588K +$7.21K +112 +1%
IB
661
Intrust Bank
Kansas
$584K +$9.91K +154 +2%
1WA
662
180 Wealth Advisors
Washington
$582K +$21.1K +328 +4%
BIM
663
Baldwin Investment Management
Pennsylvania
$581K +$16.1K +250 +3%
PCMF
664
Private Capital Management (Florida)
Florida
$581K
HIP
665
Harrell Investment Partners
Texas
$578K +$5.77K +91 +1%
ECM
666
Estabrook Capital Management
New York
$575K
FB
667
Fulton Bank
Pennsylvania
$575K +$220K +3,419 +62%
PL
668
Plancorp LLC
Missouri
$574K +$1.48K +23 +0.3%
SWM
669
Seed Wealth Management
Illinois
$571K -$10.9K -170 -2%
BTI
670
Blue Trust Inc
Georgia
$570K +$170K +2,810 +42%
KS
671
Karpas Strategies
Connecticut
$570K
WIC
672
Woodmont Investment Counsel
Tennessee
$568K -$193K -3,000 -25%
SAMT
673
Select Asset Management & Trust
Pennsylvania
$568K
SC
674
Saturna Capital
Washington
$566K -$32.2K -500 -5%
QI
675
Qtron Investments
Massachusetts
$566K