1,255 hedge funds and large institutions have $21B invested in Shell in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 469 increasing their positions, 393 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+60
Holders Change %
+5.02%
% of All Funds
20.01%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
134
Increased
469
Reduced
393
Closed
60
Calls
$791M
Puts
$501M
Net Calls
+$290M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PAA
826
Peregrine Asset Advisers
Oregon
$368K +$368K +5,709 New
AUB
827
Atlantic Union Bankshares
Virginia
$363K -$5.22K -81 -1%
LWM
828
Laidlaw Wealth Management
New York
$362K -$87.5K -1,359 -19%
LCS
829
Levin Capital Strategies
New York
$362K +$25.8K +400 +8%
AWM
830
Aries Wealth Management
Maine
$359K -$2.18K -32 -0.6%
BCP
831
Berkeley Capital Partners
Georgia
$358K -$10.4K -162 -3%
IAIM
832
International Assets Investment Management
Florida
$357K +$6.1K +94 +2%
CAG
833
Crestwood Advisors Group
Massachusetts
$356K +$356K +5,530 New
BFA
834
Bill Few Associates
Pennsylvania
$354K +$48.3K +750 +16%
WP
835
WealthSource Partners
California
$353K -$44.2K -686 -11%
OWA
836
Outlook Wealth Advisors
Texas
$353K +$23.5K +365 +7%
IAMOG
837
Investors Asset Management of Georgia
Georgia
$350K -$633 -10 -0.2%
PMA
838
Prudent Man Advisors
Illinois
$349K -$12.4K -192 -3%
LCM
839
Lunt Capital Management
Utah
$349K
OWP
840
Obermeyer Wealth Partners
Colorado
$348K
PFBT
841
Parkside Financial Bank & Trust
Missouri
$348K +$5.86K +91 +2%
CM
842
Caption Management
Oklahoma
$348K +$348K +5,400 New
SG
843
StoneX Group
New York
$344K +$344K +5,339 New
BCP
844
Blue Chip Partners
Michigan
$343K +$773 +12 +0.2%
GSB
845
Greenfield Savings Bank
Massachusetts
$341K -$966 -15 -0.3%
CWS
846
Confluence Wealth Services
Pennsylvania
$340K +$30.3K +471 +10%
SC
847
Sawyer & Company
Massachusetts
$339K -$6.44K -100 -2%
PCS
848
Personal CFO Solutions
New Jersey
$339K +$33.3K +517 +11%
BIM
849
Bridges Investment Management
Nebraska
$337K
PCMK
850
Paragon Capital Management (Kansas)
Kansas
$337K