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 %
RBC
676
Romano Brothers & Co
Illinois
$560K -$33.9K -526 -6%
SFO
677
Stokes Family Office
Louisiana
$555K +$32K +497 +6%
BWAM
678
Boyd Watterson Asset Management
Ohio
$555K
IC
679
Inscription Capital
Texas
$553K -$26.3K -408 -5%
BFO
680
Boston Family Office
Massachusetts
$552K
ADMI
681
Albert D. Mason Inc
Massachusetts
$545K -$16K -248 -3%
WJWM
682
Williams Jones Wealth Management
New York
$540K -$45K -699 -8%
PTC
683
Philadelphia Trust Company
Pennsylvania
$538K
SQA
684
Simon Quick Advisors
New Jersey
$538K +$41.4K +643 +8%
BFEC
685
Benjamin F. Edwards & Company
Missouri
$534K -$25.1K -389 -4%
GCM
686
Gallacher Capital Management
Colorado
$531K +$23.3K +362 +5%
AF
687
Allworth Financial
California
$530K +$44K +684 +9%
RMAM
688
Raab & Moskowitz Asset Management
New Jersey
$528K -$16.1K -250 -3%
CAMG
689
CWA Asset Management Group
Florida
$527K -$3.54K -55 -0.7%
ZB
690
Zions Bancorporation
Utah
$526K +$269K +4,179 +105%
GFP
691
Gryphon Financial Partners
Ohio
$526K -$65.5K -1,018 -11%
BCWM
692
Bartlett & Co Wealth Management
Ohio
$526K -$46.9K -728 -8%
BC
693
Bartlett & Co
Ohio
$526K -$46.9K -728 -8%
NL
694
NWAM LLC
Washington
$524K -$183K -2,846 -26%
BMCM
695
Bryn Mawr Capital Management
Pennsylvania
$521K +$521K +8,100 New
PP
696
PDS Planning
Ohio
$520K +$19.6K +304 +4%
RWA
697
Redhawk Wealth Advisors
Minnesota
$520K +$520K +8,078 New
ATC
698
Argent Trust Co
Tennessee
$520K -$9.14K -142 -2%
IP
699
Ignite Planners
California
$516K +$1.25K +20 +0.2%
LWAM
700
Legacy Wealth Asset Management
Minnesota
$516K +$8.37K +130 +2%