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 %
AFG
826
AFS Financial Group
Maryland
$308K
AR
827
Apeiron RIA
Texas
$305K
SXL
828
Summit X LLC
Missouri
$305K +$14.3K +237 +5%
KCFA
829
Key Client Fiduciary Advisors
New Jersey
$305K +$1.75K +29 +0.6%
SFG
830
SevenBridge Financial Group
Pennsylvania
$305K -$15.4K -255 -5%
RC
831
RBF Capital
California
$302K
MWM
832
Modera Wealth Management
New Jersey
$302K +$42.1K +697 +16%
LKIM
833
Lawson Kroeker Investment Management
Nebraska
$300K -$13.5K -223 -4%
TGAM
834
TBH Global Asset Management
Tennessee
$300K -$3.8K -63 -1%
PP
835
Patten & Patten
Tennessee
$299K
EHWM
836
Eads & Heald Wealth Management
Georgia
$299K
EGA
837
E&G Advisors
Texas
$299K -$15.1K -250 -5%
CIAS
838
CFS Investment Advisory Services
New Jersey
$298K +$298K +4,929 New
SDAM
839
Shulman DeMeo Asset Management
New York
$295K -$7.85K -130 -3%
IWM
840
IHT Wealth Management
Illinois
$293K +$293K +4,852 New
LI
841
Lafayette Investments
Maryland
$293K -$44.4K -735 -13%
AB
842
Atlas Brown
Kentucky
$292K
SWM
843
Silverlake Wealth Management
Vermont
$291K
CWS
844
Confluence Wealth Services
Pennsylvania
$291K -$3.62K -60 -1%
BAM
845
Brave Asset Management
New Jersey
$290K
PCS
846
Personal CFO Solutions
New Jersey
$287K +$3.99K +66 +1%
BFA
847
Bill Few Associates
Pennsylvania
$286K
TCA
848
Transcend Capital Advisors
New Jersey
$286K +$38.6K +640 +16%
PAM
849
Palisade Asset Management
Minnesota
$285K +$285K +4,721 New
CAI
850
Capital Advisors Inc
Oklahoma
$285K +$3.08K +51 +1%