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 %
BAM
676
Belpointe Asset Management
Nevada
$446K +$39.5K +686 +10%
TSS
677
Two Sigma Securities
New York
$446K +$69.8K +1,213 +19%
HL
678
HeadInvest LLC
Maine
$442K +$6.62K +115 +2%
ACM
679
Argyle Capital Management
Pennsylvania
$441K -$80.6K -1,400 -15%
NIM
680
Northeast Investment Management
Massachusetts
$439K +$24K +417 +6%
GC
681
Grimes & Company
Massachusetts
$436K +$3.11K +54 +0.7%
SQA
682
Simon Quick Advisors
New Jersey
$435K -$2.19K -38 -0.5%
LC
683
Lindbrook Capital
California
$433K +$9.26K +161 +2%
PP
684
PDS Planning
Ohio
$433K +$183K +3,183 +73%
SFO
685
Stokes Family Office
Louisiana
$432K -$32.9K -572 -7%
MA
686
Montag & Associates
Georgia
$426K -$27.8K -483 -6%
CAMG
687
CWA Asset Management Group
Florida
$426K
KIA
688
KCM Investment Advisors
California
$424K -$18.4K -320 -4%
Two Sigma Advisers
689
Two Sigma Advisers
New York
$423K -$10.6M -183,700 -96%
CS
690
Credit Suisse
Switzerland
$422K -$18.9M -328,024 -98%
WOC
691
West Oak Capital
California
$420K
LWM
692
Laidlaw Wealth Management
New York
$420K -$13.7K -238 -3%
DWM
693
Drive Wealth Management
Utah
$419K -$45.9K -797 -10%
CC
694
Courier Capital
New York
$419K -$11.5K -200 -3%
SN
695
Sittner & Nelson
Oregon
$418K -$22.9K -398 -5%
CAM
696
Cozad Asset Management
Illinois
$418K
AFP
697
Ausdal Financial Partners
Iowa
$418K +$3.28K +57 +0.8%
NFC
698
Northeast Financial Consultants
Connecticut
$417K
BBI
699
Baxter Bros Inc
Connecticut
$417K +$57.5K +1,000 +16%
SFG
700
StrategIQ Financial Group
Indiana
$415K +$5.75K +100 +1%