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 %
AGC
801
Aspen Grove Capital
Colorado
$334K -$12.7K -210 -4%
IAMOG
802
Investors Asset Management of Georgia
Georgia
$334K
FB
803
Fulton Bank
Pennsylvania
$333K -$2.17K -36 -0.6%
BP
804
Ballentine Partners
Massachusetts
$332K +$332K +5,501 New
LCM
805
Lunt Capital Management
Utah
$327K +$327K +5,422 New
SAA
806
Southeast Asset Advisors
Georgia
$327K
OWP
807
Obermeyer Wealth Partners
Colorado
$327K
IAIM
808
International Assets Investment Management
Florida
$326K -$34.6K -573 -10%
MOS
809
MGO One Seven
Ohio
$326K -$263K -4,353 -45%
SC
810
Sawyer & Company
Massachusetts
$324K
BCP
811
Blue Chip Partners
Michigan
$321K +$664 +11 +0.2%
ACA
812
Atlas Capital Advisors
Wyoming
$321K
PFBT
813
Parkside Financial Bank & Trust
Missouri
$321K +$3.38K +56 +1%
GSB
814
Greenfield Savings Bank
Massachusetts
$321K
TPM
815
Triasima Portfolio Management
Quebec, Canada
$320K
AWM
816
Aries Wealth Management
Maine
$320K -$13.6K -226 -4%
PSP
817
Principal Street Partners
Tennessee
$319K
WPC
818
Wedmont Private Capital
Pennsylvania
$318K +$16K +263 +5%
BIM
819
Bridges Investment Management
Nebraska
$316K
PCMK
820
Paragon Capital Management (Kansas)
Kansas
$316K
LCS
821
Levin Capital Strategies
New York
$315K +$315K +5,217 New
WSTAM
822
Wilbanks Smith & Thomas Asset Management
Virginia
$313K +$15K +248 +5%
WDC
823
Woodward Diversified Capital
California
$311K
CWP
824
Curated Wealth Partners
California
$309K
OWA
825
Outlook Wealth Advisors
Texas
$309K +$90.8K +1,503 +42%