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 %
SIS
801
Susquehanna International Securities
Ireland
$319K +$230 +4 +0.1%
IAMOG
802
Investors Asset Management of Georgia
Georgia
$318K -$28.8K -500 -8%
AWM
803
Aries Wealth Management
Maine
$318K +$13.8K +240 +5%
BWM
804
Baron Wealth Management
Michigan
$313K +$5.7K +99 +2%
SAA
805
Southeast Asset Advisors
Georgia
$311K
OWP
806
Obermeyer Wealth Partners
Colorado
$311K +$80.6K +1,400 +35%
P
807
&Partners
Tennessee
$311K +$1.32K +23 +0.4%
APWM
808
Argonautica Private Wealth Management
Massachusetts
$306K -$63.6K -1,106 -17%
ACA
809
Atlas Capital Advisors
Wyoming
$306K
BC
810
Bartlett & Co
Ohio
$306K
BCWM
811
Bartlett & Co Wealth Management
Ohio
$306K
GSB
812
Greenfield Savings Bank
Massachusetts
$306K
BCP
813
Blue Chip Partners
Michigan
$305K +$3.11K +54 +1%
SFG
814
SevenBridge Financial Group
Pennsylvania
$305K
PSP
815
Principal Street Partners
Tennessee
$304K
WPC
816
Wedmont Private Capital
Pennsylvania
$303K +$21.4K +352 +8%
AR
817
Apeiron RIA
Texas
$303K
NGA
818
Naples Global Advisors
Florida
$303K -$1.44K -25 -0.5%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$303K -$98.7K -1,715 -25%
BIM
820
Bridges Investment Management
Nebraska
$301K -$34.5K -600 -10%
PCMK
821
Paragon Capital Management (Kansas)
Kansas
$301K
EGA
822
E&G Advisors
Texas
$299K -$51.8K -900 -15%
LKIM
823
Lawson Kroeker Investment Management
Nebraska
$299K +$299K +5,198 New
WDC
824
Woodward Diversified Capital
California
$297K +$575 +10 +0.2%
FMP
825
Financial Management Professionals
Texas
$296K +$89.7K +1,558 +43%