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 %
FHA
676
Flagship Harbor Advisors
Massachusetts
$450K +$35K +614 +8%
MA
677
Montag & Associates
Georgia
$449K +$6.32K +111 +1%
CCFCSB
678
Cape Cod Five Cents Savings Bank
Massachusetts
$447K -$1.88K -33 -0.4%
FTC
679
Farmers Trust Company
Ohio
$446K
SJIM
680
St. Johns Investment Management
Florida
$444K -$11.7K -206 -3%
WHG
681
Westwood Holdings Group
Texas
$443K
LI
682
LMCG Investments
Massachusetts
$439K -$213K -3,739 -33%
KIA
683
KCM Investment Advisors
California
$437K +$10.7K +188 +3%
SN
684
Sittner & Nelson
Oregon
$437K
FFA
685
Founders Financial Alliance
North Carolina
$437K +$1.2K +21 +0.3%
LNC
686
Lincoln National Corp
Pennsylvania
$435K +$142K +2,502 +49%
SBIA
687
Sheaff Brock Investment Advisors
Indiana
$434K +$29.8K +523 +7%
AIM
688
Alhambra Investment Management
Florida
$433K +$2.68K +47 +0.6%
SQA
689
Simon Quick Advisors
New Jersey
$433K +$62.7K +1,101 +17%
HL
690
HeadInvest LLC
Maine
$431K +$1.03K +18 +0.2%
LWM
691
Laidlaw Wealth Management
New York
$429K -$28.5K -500 -6%
GC
692
Grimes & Company
Massachusetts
$429K -$44.9K -789 -9%
CC
693
Courier Capital
New York
$426K
DAS
694
Dynamic Advisor Solutions
Arizona
$425K -$24.2K -425 -5%
CIAS
695
Capital Investment Advisory Services
North Carolina
$423K +$36.4K +639 +9%
CAMG
696
CWA Asset Management Group
Florida
$421K +$421K +7,400 New
WAM
697
WNY Asset Management
New York
$420K +$420K +7,372 New
LC
698
Lindbrook Capital
California
$420K -$6.21K -109 -1%
WOC
699
West Oak Capital
California
$416K
BPCE
700
Bank Pictet & Cie (Europe)
Germany
$416K