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 %
CC
851
Chicago Capital
Illinois
$284K
MHC
852
Meyer Handelman Company
New York
$284K
IIC
853
Integrated Investment Consultants
Michigan
$284K +$33.8K +559 +14%
FLPIM
854
F.L. Putnam Investment Management
Massachusetts
$283K +$25.8K +427 +10%
GIP
855
Granite Investment Partners
California
$281K
FMP
856
Financial Management Professionals
Texas
$279K -$31.4K -521 -10%
KC
857
Kenfarb & Co
Kentucky
$278K
SI
858
SCP Investment
California
$278K +$48.3K +800 +21%
BBA
859
BLB&B Advisors
Pennsylvania
$277K -$8.7K -144 -3%
CLOS
860
Compagnie Lombard Odier SCmA
Switzerland
$276K
CCG
861
Chatham Capital Group
Georgia
$275K
LW
862
Linscomb Wealth
Texas
$274K +$53K +878 +24%
Schroder Investment Management Group
863
Schroder Investment Management Group
United Kingdom
$274K +$3.86K +64 +1%
CAM
864
Carret Asset Management
New York
$274K
RBFC
865
Roman Butler Fullerton & Co
Missouri
$273K -$78.8K -1,276 -22%
PS
866
Planned Solutions
California
$273K
CGA
867
Crescent Grove Advisors
Illinois
$271K -$89.5K -1,482 -25%
SMA
868
Seven Mile Advisory
New Jersey
$271K +$271K +4,488 New
SFC
869
Strategic Financial Concepts
Texas
$269K -$8.39K -139 -3%
APG
870
Abacus Planning Group
South Carolina
$268K
WT
871
Washington Trust
Rhode Island
$266K
ESB
872
Essex Savings Bank
Connecticut
$264K +$32.1K +532 +14%
IAP
873
Indie Asset Partners
Indiana
$264K
AWAP
874
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$263K +$60 +1 +0%
ACP
875
Aveo Capital Partners
Colorado
$262K +$11.2K +185 +4%