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1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,1811,190 (+9)

0.42% more ownership

Funds ownership: 4.07%4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

Holders
1,190
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
18.96%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.41%
New
115
Increased
424
Reduced
393
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
51
Great Lakes Advisors
Illinois
$54.9M -$3.09M -52,442 -5%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$54.3M -$5.61M -95,321 -9%
LBA
53
Letko, Brosseau & Associates
Quebec, Canada
$54.1M -$204K -3,475 -0.4%
RL
54
Ruffer LLP
United Kingdom
$53.1M +$54.3M +922,600 New
ECA
55
Encompass Capital Advisors
New York
$52.5M -$12.6M -213,433 -19%
TRSOTSOK
56
Teachers Retirement System of the State of Kentucky
Kentucky
$50.6M
RJA
57
Raymond James & Associates
Florida
$48M -$700K -11,896 -1%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$47.7M +$48.7M +828,490 New
BIP
59
Brandes Investment Partners
California
$46.8M +$21.1M +358,666 +79%
EIP
60
Energy Income Partners
Connecticut
$46.1M +$14.5M +246,863 +45%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$45.6M +$82.3K +1,399 +0.2%
VanEck Associates
62
VanEck Associates
New York
$45.4M +$21.8M +371,040 +89%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$43.5M +$12.7M +216,415 +40%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$41.7M +$1.61M +27,335 +4%
CCM
65
Cullen Capital Management
New York
$41.4M -$15.5M -263,938 -27%
Invesco
66
Invesco
Georgia
$40.3M -$60.8M -1,033,406 -60%
ECM
67
ExodusPoint Capital Management
New York
$37.9M +$17M +288,951 +78%
Ameriprise
68
Ameriprise
Minnesota
$36.1M -$4.03M -68,544 -10%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$35M +$7.24M +123,110 +25%
Citigroup
70
Citigroup
New York
$34.4M +$26.5M +451,175 +309%
Jennison Associates
71
Jennison Associates
New York
$33.5M -$21.4K -364 -0.1%
CI
72
Cambiar Investors
Colorado
$33M +$1.95M +33,074 +6%
PDM
73
Penn Davis McFarland
Texas
$32.8M +$400K +6,807 +1%
LPL Financial
74
LPL Financial
California
$32.5M +$4.07M +69,203 +14%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$32.1M -$18.5M -313,825 -35%