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 %
CIAS
851
Capital Investment Advisory Services
North Carolina
$269K -$158K -2,743 -37%
PCS
852
Personal CFO Solutions
New Jersey
$269K +$10.5K +183 +4%
CAI
853
Capital Advisors Inc
Oklahoma
$268K +$1.55K +27 +0.6%
GIP
854
Granite Investment Partners
California
$268K
WPW
855
Waldron Private Wealth
Pennsylvania
$265K +$265K +4,607 New
SFC
856
Strategic Financial Concepts
Texas
$265K +$265K +4,601 New
KC
857
Kenfarb & Co
Kentucky
$265K -$57.5K -1,000 -18%
GIA
858
Guyasuta Investment Advisors
Pennsylvania
$265K +$265K +4,600 New
GVAG
859
Great Valley Advisor Group
Delaware
$265K -$1.14M -19,782 -81%
CLOS
860
Compagnie Lombard Odier SCmA
Switzerland
$263K -$207K -3,600 -44%
CCG
861
Chatham Capital Group
Georgia
$262K
CAM
862
Carret Asset Management
New York
$261K
PS
863
Planned Solutions
California
$260K +$8.06K +140 +3%
Schroder Investment Management Group
864
Schroder Investment Management Group
United Kingdom
$257K
Citadel Advisors
865
Citadel Advisors
Florida
$255K +$133K +2,318 +110%
APG
866
Abacus Planning Group
South Carolina
$255K
WT
867
Washington Trust
Rhode Island
$254K -$26.5K -460 -9%
Kovitz Investment Group Partners
868
Kovitz Investment Group Partners
Illinois
$253K +$253K +4,399 New
PWP
869
Phillips Wealth Planners
Mississippi
$252K +$252K +4,098 New
IAP
870
Indie Asset Partners
Indiana
$251K
GRP
871
Global Retirement Partners
California
$250K +$52.5K +897 +27%
AWAP
872
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$250K -$6.62K -115 -3%
MSAM
873
Moloney Securities Asset Management
Missouri
$250K -$44K -764 -15%
DSC
874
Duncker Streett & Co
Missouri
$249K -$26.7K -464 -10%
MWM
875
Modera Wealth Management
New Jersey
$248K -$20.4K -354 -8%