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 %
RWA
826
Ropes Wealth Advisors
Massachusetts
$296K +$19.9K +346 +7%
CWP
827
Curated Wealth Partners
California
$294K -$95.5K -1,660 -24%
AFG
828
AFS Financial Group
Maryland
$294K
TGAM
829
TBH Global Asset Management
Tennessee
$290K +$290K +5,035 New
KCFA
830
Key Client Fiduciary Advisors
New Jersey
$289K -$25.5K -444 -8%
SDAM
831
Shulman DeMeo Asset Management
New York
$289K -$52.9K -920 -15%
RC
832
RBF Capital
California
$288K
PP
833
Patten & Patten
Tennessee
$285K
WSTAM
834
Wilbanks Smith & Thomas Asset Management
Virginia
$284K +$9.26K +161 +3%
EHWM
835
Eads & Heald Wealth Management
Georgia
$284K +$22.7K +395 +9%
BA
836
Ballew Advisors
Mississippi
$283K +$477 +8 +0.2%
SW
837
StrongBox Wealth
Missouri
$282K +$282K +4,905 New
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$281K +$281K +4,881 New
CWS
839
Confluence Wealth Services
Pennsylvania
$280K +$16.1K +280 +6%
SAIG
840
Semper Augustus Investments Group
Colorado
$280K
AB
841
Atlas Brown
Kentucky
$279K
SWM
842
Silverlake Wealth Management
Vermont
$277K
SXL
843
Summit X LLC
Missouri
$277K +$277K +4,818 New
BAM
844
Brave Asset Management
New Jersey
$276K
TWP
845
Tempus Wealth Planning
California
$275K +$275K +4,781 New
JWCA
846
J.W. Coons Advisors
Ohio
$275K
BFA
847
Bill Few Associates
Pennsylvania
$273K +$2.88K +50 +1%
BBA
848
BLB&B Advisors
Pennsylvania
$272K -$141K -2,448 -34%
CC
849
Chicago Capital
Illinois
$270K
MHC
850
Meyer Handelman Company
New York
$270K