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 %
HA
776
Hamel Associates
New Jersey
$365K
Mitsubishi UFJ Asset Management
777
Mitsubishi UFJ Asset Management
Japan
$365K +$27.1K +448 +8%
FWP
778
FAS Wealth Partners
Kansas
$363K +$845 +14 +0.2%
AAIM
779
Asset Advisors Investment Management
Georgia
$362K
ARMT
780
Amica Retiree Medical Trust
Rhode Island
$362K
PA
781
Probity Advisors
Texas
$362K +$362K +5,992 New
Thrivent Financial for Lutherans
782
Thrivent Financial for Lutherans
Minnesota
$358K -$148K -2,473 -29%
BBVA
783
Banco Bilbao Vizcaya Argentaria
Spain
$355K +$117K +1,934 +49%
FNBOH
784
First National Bank of Hutchinson
Kansas
$354K +$14.7K +243 +4%
P
785
&Partners
Tennessee
$354K +$27.4K +453 +8%
NGA
786
Naples Global Advisors
Florida
$352K +$34.9K +578 +11%
ACM
787
Advisors Capital Management
New Jersey
$352K -$280K -4,647 -44%
RCAG
788
Rehmann Capital Advisory Group
Michigan
$351K -$26.9K -445 -7%
Vontobel Holding
789
Vontobel Holding
Switzerland
$351K
TIM
790
Tevis Investment Management
Texas
$350K +$13.3K +221 +4%
HJGA
791
Hardman Johnston Global Advisors
Connecticut
$350K
LC
792
Lindbrook Capital
California
$350K -$105K -1,737 -23%
PWLP
793
Prio Wealth Limited Partnership
Massachusetts
$349K
BCP
794
Berkeley Capital Partners
Georgia
$345K -$11.4K -189 -3%
AUB
795
Atlantic Union Bankshares
Virginia
$345K
PAM
796
Private Asset Management
California
$341K
TA
797
Tiedemann Advisors
New York
$339K +$127K +2,100 +60%
PMA
798
Prudent Man Advisors
Illinois
$339K
MWM
799
Mattern Wealth Management
Kansas
$338K
BWM
800
Baron Wealth Management
Michigan
$335K +$6.4K +106 +2%