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 %
FWP
776
FAS Wealth Partners
Kansas
$345K -$40.3K -701 -10%
ARMT
777
Amica Retiree Medical Trust
Rhode Island
$345K
CGA
778
Crescent Grove Advisors
Illinois
$344K -$186K -3,234 -35%
IAIM
779
International Assets Investment Management
Florida
$344K -$413K -7,173 -55%
BCP
780
Berkeley Capital Partners
Georgia
$340K -$13.8K -239 -4%
MGIA
781
Matthew Goff Investment Advisor
Texas
$337K -$230K -4,000 -41%
SCP
782
Syntal Capital Partners
Texas
$334K +$3.34K +58 +1%
Vontobel Holding
783
Vontobel Holding
Switzerland
$334K -$334K -5,810 -50%
HJGA
784
Hardman Johnston Global Advisors
Connecticut
$334K
PWLP
785
Prio Wealth Limited Partnership
Massachusetts
$332K -$20.8K -361 -6%
AGC
786
Aspen Grove Capital
Colorado
$331K +$74.9K +1,302 +29%
LCGC
787
Legacy Capital Group California
California
$330K +$330K +5,740 New
AUB
788
Atlantic Union Bankshares
Virginia
$329K
CWM
789
Circle Wealth Management
New Jersey
$327K +$112K +1,943 +52%
SC
790
Sawyer & Company
Massachusetts
$326K -$11.7K -193 -3%
PAM
791
Private Asset Management
California
$325K
MA
792
Mutual Advisors
Nebraska
$324K +$324K +5,635 New
BCM
793
Brookstone Capital Management
Illinois
$323K -$111K -1,798 -25%
FNBOH
794
First National Bank of Hutchinson
Kansas
$323K +$13.1K +227 +4%
PMA
795
Prudent Man Advisors
Illinois
$323K
MWM
796
Mattern Wealth Management
Kansas
$322K
Mitsubishi UFJ Asset Management
797
Mitsubishi UFJ Asset Management
Japan
$322K +$56.4K +980 +21%
TIM
798
Tevis Investment Management
Texas
$321K +$6.5K +113 +2%
LI
799
Lafayette Investments
Maryland
$321K
FB
800
Fulton Bank
Pennsylvania
$319K -$35.1K -610 -10%