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 %
HVIA
751
Hudson Valley Investment Advisors
New York
$367K +$31.6K +550 +9%
EH
752
Equitable Holdings
New York
$367K +$367K +6,382 New
SI
753
Saxon Interests
Texas
$366K -$28.8K -500 -7%
IIM
754
InTrack Investment Management
Vermont
$366K +$119 +2 +0%
PFO
755
Pathstone Family Office
New Jersey
$365K -$1.68M -32,483 -82%
SP
756
Successful Portfolios
Florida
$364K -$30.2K -525 -8%
AWM
757
Apollon Wealth Management
South Carolina
$364K -$123K -2,142 -25%
SMA
758
Sage Mountain Advisors
Georgia
$362K +$362K +6,287 New
AIA
759
AIMZ Investment Advisors
California
$361K
RCAG
760
Rehmann Capital Advisory Group
Michigan
$360K -$11K -192 -3%
AWS
761
Arkfeld Wealth Strategies
Nebraska
$359K +$972 +16 +0.3%
PWP
762
Principle Wealth Partners
Connecticut
$359K -$1.84K -32 -0.5%
WP
763
Westmount Partners
California
$358K +$121K +2,100 +51%
WP
764
WealthSource Partners
California
$356K -$8.4K -146 -2%
SIMG
765
Sonora Investment Management Group
Arizona
$354K +$27.4K +476 +8%
BCMLT
766
Beacon Capital Management LLC (Tennessee)
Tennessee
$354K
SFWA
767
Summit Financial Wealth Advisors
Louisiana
$354K -$17.3K -300 -5%
GCWM
768
Graham Capital Wealth Management
District of Columbia
$353K +$353K +614 New
TCB
769
Texas Capital Bancshares
Texas
$350K -$806 -14 -0.2%
HA
770
Hamel Associates
New Jersey
$349K
HH
771
Hilltop Holdings
Texas
$347K +$5.06K +88 +1%
FMWA
772
Forvis Mazars Wealth Advisors
Missouri
$347K -$460 -8 -0.1%
RBFC
773
Roman Butler Fullerton & Co
Missouri
$346K +$81.2K +1,337 +31%
AAIM
774
Asset Advisors Investment Management
Georgia
$345K
PCMF
775
Private Capital Management (Florida)
Florida
$345K +$345K +6,000 New