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 %
AA
676
AlphaQ Advisors
Florida
$470K -$3.5K -58 -0.7%
PP
677
PDS Planning
Ohio
$469K +$15.5K +257 +3%
WHG
678
Westwood Holdings Group
Texas
$469K
NAM
679
NTV Asset Management
West Virginia
$468K +$78.7K +1,304 +20%
GCM
680
Gables Capital Management
Florida
$467K -$30.2K -500 -6%
MA
681
Montag & Associates
Georgia
$467K +$19.8K +328 +4%
SQA
682
Simon Quick Advisors
New Jersey
$466K +$9.36K +155 +2%
GS
683
GTS Securities
New York
$465K +$465K +7,707 New
TW
684
Transform Wealth
Colorado
$465K +$43.2K +715 +10%
CWP
685
Capital Wealth Planning
Florida
$464K -$14.5K -240 -3%
PCM
686
Penserra Capital Management
California
$463K -$14.5K -240 -3%
NIM
687
Northeast Investment Management
Massachusetts
$461K
GC
688
Grimes & Company
Massachusetts
$458K +$483 +8 +0.1%
SIG
689
Stonegate Investment Group
Alabama
$456K -$145K -2,403 -24%
AF
690
Allworth Financial
California
$456K +$41.5K +688 +10%
FFA
691
Founders Financial Alliance
North Carolina
$455K +$39.4K +652 +9%
EH
692
Equitable Holdings
New York
$448K +$62.4K +1,033 +16%
SFG
693
StrategIQ Financial Group
Indiana
$447K +$11.4K +188 +3%
WOC
694
West Oak Capital
California
$441K
CCFCSB
695
Cape Cod Five Cents Savings Bank
Massachusetts
$441K -$33.2K -550 -7%
SN
696
Sittner & Nelson
Oregon
$439K +$121 +2 +0%
CAM
697
Cozad Asset Management
Illinois
$439K
CPA
698
Cardiff Park Advisors
California
$439K +$3.56K +59 +0.8%
CC
699
Courier Capital
New York
$438K -$1.21K -20 -0.3%
DWM
700
Drive Wealth Management
Utah
$438K -$1.45K -24 -0.3%