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 %
MGIA
751
Matthew Goff Investment Advisor
Texas
$388K +$34.8K +576 +10%
GS
752
Gagnon Securities
New York
$386K -$483 -8 -0.1%
SI
753
Saxon Interests
Texas
$384K
GWM
754
Geneos Wealth Management
Colorado
$384K +$179K +2,968 +88%
BWM
755
Buckley Wealth Management
Nevada
$384K +$384K +6,358 New
SMA
756
Sage Mountain Advisors
Georgia
$383K +$3.62K +60 +1%
HVIA
757
Hudson Valley Investment Advisors
New York
$383K -$3.02K -50 -0.8%
BTI
758
Blue Trust Inc
Georgia
$381K -$403K -6,994 -51%
KIA
759
KCM Investment Advisors
California
$380K -$64K -1,060 -14%
AIA
760
AIMZ Investment Advisors
California
$379K
SIMG
761
Sonora Investment Management Group
Arizona
$377K +$5.43K +90 +1%
PWP
762
Principle Wealth Partners
Connecticut
$376K
FTC
763
Farmers Trust Company
Ohio
$375K -$43.4K -719 -10%
IBOK
764
Independence Bank of Kentucky
Kentucky
$375K -$13.6K -225 -4%
VVP
765
Venture Visionary Partners
Ohio
$374K -$242K -4,000 -39%
WP
766
WealthSource Partners
California
$373K -$1.21K -20 -0.3%
BCMLT
767
Beacon Capital Management LLC (Tennessee)
Tennessee
$372K
SFWA
768
Summit Financial Wealth Advisors
Louisiana
$371K
CWM
769
Cordatus Wealth Management
Pennsylvania
$371K +$371K +6,148 New
AOWM
770
Alpha Omega Wealth Management
Virginia
$370K -$26K -430 -7%
FMWA
771
Forvis Mazars Wealth Advisors
Missouri
$368K +$4.47K +74 +1%
BHB
772
Bank Hapoalim BM
Israel
$368K -$273K -4,519 -43%
TCB
773
Texas Capital Bancshares
Texas
$367K
FBC
774
Fairfield, Bush & Co
Connecticut
$367K +$367K +6,076 New
AWS
775
Arkfeld Wealth Strategies
Nebraska
$367K +$1.48K +24 +0.4%