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 %
NFC
701
Northeast Financial Consultants
Connecticut
$438K
SCP
702
Syntal Capital Partners
Texas
$438K +$86.7K +1,436 +25%
AFP
703
Ausdal Financial Partners
Iowa
$436K -$2.66K -44 -0.6%
JCM
704
Jacobi Capital Management
Pennsylvania
$435K -$43.8K -726 -9%
CCM
705
Coldstream Capital Management
Washington
$432K +$13.6K +226 +3%
BAM
706
Berkshire Asset Management
Pennsylvania
$430K -$3.62K -60 -0.8%
CRC
707
Curi RMB Capital
Illinois
$429K +$725 +12 +0.2%
BBI
708
Baxter Bros Inc
Connecticut
$428K -$9.06K -150 -2%
HL
709
HeadInvest LLC
Maine
$428K -$52K -833 -11%
DAS
710
Dynamic Advisor Solutions
Arizona
$426K -$8.88K -147 -2%
SG Americas Securities
711
SG Americas Securities
New York
$426K +$29.4K +487 +7%
RPC
712
Rossmore Private Capital
Connecticut
$425K
SFG
713
Summit Financial Group
West Virginia
$424K
LWM
714
Laidlaw Wealth Management
New York
$421K -$19.4K -321 -4%
EG
715
Ellerson Group
Maryland
$421K
OWA
716
One Wealth Advisors
California
$420K -$6.46K -107 -2%
CT
717
Cambridge Trust
Massachusetts
$420K -$3.02K -50 -0.7%
RWA
718
Ropes Wealth Advisors
Massachusetts
$418K +$107K +1,780 +35%
MNBTD
719
Moody National Bank Trust Division
Texas
$417K
AC
720
Avant Capital
Louisiana
$416K
SW
721
StrongBox Wealth
Missouri
$416K +$120K +1,985 +40%
SWM
722
Spire Wealth Management
Virginia
$415K +$18.7K +309 +5%
TSS
723
Two Sigma Securities
New York
$414K -$54.5K -902 -12%
IIM
724
InTrack Investment Management
Vermont
$412K +$41.3K +684 +11%
GCMG
725
Gyroscope Capital Management Group
Florida
$412K +$1.63K +27 +0.4%