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 %
Jones Financial Companies
876
Jones Financial Companies
Missouri
$247K +$44.5K +774 +22%
FLPIM
877
F.L. Putnam Investment Management
Massachusetts
$246K +$246K +4,267 New
SWMP
878
Signature Wealth Management Partners
New Jersey
$246K
KP
879
Keel Point
Alabama
$245K -$34.2K -594 -12%
MIM
880
Marco Investment Management
Georgia
$245K +$11.8K +205 +5%
SGCA
881
Steel Grove Capital Advisors
Tennessee
$245K
BSW
882
Buckingham Strategic Wealth
Missouri
$245K
CFS
883
CRA Financial Services
New Jersey
$245K
CG
884
Cutler Group
California
$244K +$204K +3,546 +508%
ML
885
McAdam LLC
Pennsylvania
$244K +$244K +4,233 New
CHC
886
City Holding Co
West Virginia
$243K -$23K -400 -9%
T
887
TCWP
Ohio
$243K -$41K -713 -14%
BCV
888
Banque Cantonale Vaudoise
Switzerland
$242K
WQ
889
Wealth Quarterback
New Jersey
$242K -$1.61K -28 -0.7%
ACP
890
Aveo Capital Partners
Colorado
$239K +$2.36K +41 +1%
IIC
891
Integrated Investment Consultants
Michigan
$238K +$25.6K +445 +12%
CC
892
Cadinha & Co
Hawaii
$237K -$55.8K -970 -19%
EI
893
Ethic Inc
New York
$237K +$237K +4,121 New
BBW
894
Blue Barn Wealth
Utah
$236K -$21.5K -373 -8%
TCA
895
Transcend Capital Advisors
New Jersey
$236K +$236K +4,099 New
HPC
896
HM Payson & Co
Maine
$235K -$30K -522 -11%
BFM
897
Boston Financial Management
Massachusetts
$235K -$13.8K -240 -6%
VCAM
898
Van Cleef Asset Management
Ohio
$235K
RFN
899
RDA Financial Network
Iowa
$234K
AA
900
Altman Advisors
Illinois
$233K +$233K +20,617 New