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 %
CPA
701
Cardiff Park Advisors
California
$415K +$3.57K +62 +0.9%
DAS
702
Dynamic Advisor Solutions
Arizona
$414K -$14.9K -259 -3%
BAM
703
Berkshire Asset Management
Pennsylvania
$413K +$413K +7,178 New
GCM
704
Gallacher Capital Management
Colorado
$413K +$74.5K +1,294 +22%
CRC
705
Curi RMB Capital
Illinois
$408K
AIM
706
Anchor Investment Management
South Carolina
$408K
OWA
707
One Wealth Advisors
California
$406K +$748 +13 +0.2%
CL
708
Choreo LLC
Illinois
$405K +$405K +7,047 New
RPC
709
Rossmore Private Capital
Connecticut
$405K -$5.7K -99 -1%
SFG
710
Summit Financial Group
West Virginia
$404K -$2.01K -35 -0.5%
FFA
711
Founders Financial Alliance
North Carolina
$404K -$45.8K -781 -10%
CT
712
Cambridge Trust
Massachusetts
$403K -$5.47K -95 -1%
TW
713
Transform Wealth
Colorado
$402K -$15.7K -273 -4%
EG
714
Ellerson Group
Maryland
$401K -$69K -1,200 -15%
AS
715
Altshuler Shaham
Israel
$399K +$54.1K +940 +16%
FTC
716
Farmers Trust Company
Ohio
$399K -$51.8K -900 -11%
CCM
717
Coldstream Capital Management
Washington
$399K -$345 -6 -0.1%
LI
718
LMCG Investments
Massachusetts
$398K -$45.2K -785 -10%
MNBTD
719
Moody National Bank Trust Division
Texas
$397K +$21.2K +368 +6%
AC
720
Avant Capital
Louisiana
$397K
AF
721
Allworth Financial
California
$395K +$28.1K +489 +8%
GCMG
722
Gyroscope Capital Management Group
Florida
$391K -$2.24K -39 -0.6%
CAM
723
Cubic Asset Management
Massachusetts
$388K -$14.4K -250 -4%
AF
724
Apexium Financial
Texas
$388K
EP
725
Eudaimonia Partners
Tennessee
$387K -$345 -6 -0.1%