1,176 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 363 increasing their positions, 414 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+83
Holders Change %
+7.59%
% of All Funds
18.97%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
363
Reduced
414
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
726
Robertson Stephens Wealth Management
California
$396K +$4.78K +84 +1%
CCM
727
Coldstream Capital Management
Washington
$395K +$395K +6,933 New
Credit Agricole
728
Credit Agricole
France
$393K
AC
729
Avant Capital
Louisiana
$393K
SP
730
Successful Portfolios
Florida
$390K -$31.3K -550 -7%
GCMG
731
Gyroscope Capital Management Group
Florida
$389K -$569 -10 -0.1%
GWM
732
Geneos Wealth Management
Colorado
$389K +$22.8K +400 +6%
CWP
733
Curated Wealth Partners
California
$386K -$61.2K -1,074 -14%
I2I
734
Insight 2811 Inc
Illinois
$385K -$11.4K -200 -3%
AF
735
Apexium Financial
Texas
$384K
EP
736
Eudaimonia Partners
Tennessee
$383K -$29.2K -512 -7%
FWP
737
FAS Wealth Partners
Kansas
$381K +$3.08K +54 +0.8%
LNB
738
Ledyard National Bank
$380K
BRM
739
Boston Research & Management
Massachusetts
$378K +$378K +6,644 New
WDL
740
Well Done LLC
Michigan
$375K -$18.8K -331 -5%
AOWM
741
Alpha Omega Wealth Management
Virginia
$373K
MNBTD
742
Moody National Bank Trust Division
Texas
$373K +$17.3K +304 +5%
TSS
743
Two Sigma Securities
New York
$372K +$372K +6,539 New
SA
744
Strategic Advisors
New York
$370K -$222K -3,900 -38%
BHIA
745
Birch Hill Investment Advisors
Massachusetts
$370K
LWAM
746
Legacy Wealth Asset Management
Minnesota
$370K +$73.4K +1,289 +25%
SMC
747
Smith, Moore & Co
Missouri
$369K -$16.4K -288 -4%
RIL
748
Rothschild Investment LLC
Illinois
$368K -$14.2K -250 -4%
SFWA
749
Summit Financial Wealth Advisors
Louisiana
$367K -$5.7K -100 -2%
NAM
750
NTV Asset Management
West Virginia
$367K