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 %
CJFS
726
Coulter & Justus Financial Services
Tennessee
$478K -$264K -4,100 -36%
CPA
727
Cardiff Park Advisors
California
$472K +$4.06K +63 +0.9%
WOC
728
West Oak Capital
California
$470K
RGF
729
Retirement Guys Formula
Ohio
$469K -$594K -10,117 -56%
AA
730
AlphaQ Advisors
Florida
$467K -$33.8K -525 -7%
CC
731
Courier Capital
New York
$467K
NFC
732
Northeast Financial Consultants
Connecticut
$467K
AFP
733
Ausdal Financial Partners
Iowa
$463K -$1.93K -30 -0.4%
HCA
734
Harbour Capital Advisors
Virginia
$462K +$27.8K +432 +6%
CRC
735
Curi RMB Capital
Illinois
$458K +$773 +12 +0.2%
LC
736
Lindbrook Capital
California
$457K +$84K +1,305 +23%
VDI
737
Vaughan David Investments
Illinois
$457K -$64.4K -1,000 -12%
SFG
738
Summit Financial Group
West Virginia
$452K
SW
739
StrongBox Wealth
Missouri
$452K +$8.63K +134 +2%
RIL
740
Rothschild Investment LLC
Illinois
$452K +$13.9K +216 +3%
BBI
741
Baxter Bros Inc
Connecticut
$450K -$6.44K -100 -1%
Mitsubishi UFJ Asset Management
742
Mitsubishi UFJ Asset Management
Japan
$450K +$61.2K +951 +16%
FFA
743
Founders Financial Alliance
North Carolina
$449K -$36.2K -562 -7%
CT
744
Cambridge Trust
Massachusetts
$447K
FFA
745
First Foundation Advisors
California
$447K +$13.3K +207 +3%
RPC
746
Rossmore Private Capital
Connecticut
$447K -$5.86K -91 -1%
SBIA
747
Sheaff Brock Investment Advisors
Indiana
$447K -$84.5K -1,313 -16%
FMWA
748
Forvis Mazars Wealth Advisors
Missouri
$446K +$53.2K +827 +14%
MNBTD
749
Moody National Bank Trust Division
Texas
$445K
Credit Agricole
750
Credit Agricole
France
$444K +$193K +3,000 +77%