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 %
SMC
876
Smith, Moore & Co
Missouri
$260K +$29.5K +489 +13%
CHC
877
City Holding Co
West Virginia
$259K +$3.62K +60 +1%
BA
878
Ballew Advisors
Mississippi
$259K -$30.4K -500 -11%
TWP
879
Tempus Wealth Planning
California
$259K -$30.1K -499 -10%
GRP
880
Global Retirement Partners
California
$258K -$60 -1 -0%
AO
881
Advisor OS
Illinois
$258K +$258K +4,274 New
SWMP
882
Signature Wealth Management Partners
New Jersey
$258K
SGCA
883
Steel Grove Capital Advisors
Tennessee
$257K
EI
884
Ethic Inc
New York
$257K +$8.21K +136 +3%
CFS
885
CRA Financial Services
New Jersey
$257K
BSW
886
Buckingham Strategic Wealth
Missouri
$256K -$3.5K -58 -1%
BCM
887
Brookstone Capital Management
Illinois
$256K -$57.6K -965 -18%
ML
888
McAdam LLC
Pennsylvania
$256K
BCV
889
Banque Cantonale Vaudoise
Switzerland
$254K
SAIG
890
Semper Augustus Investments Group
Colorado
$252K -$42.3K -700 -14%
JWCA
891
J.W. Coons Advisors
Ohio
$251K -$36.8K -609 -13%
KP
892
Keel Point
Alabama
$250K -$7.19K -119 -3%
TT
893
TI-Trust
Illinois
$248K +$7.73K +128 +3%
DSC
894
Duncker Streett & Co
Missouri
$247K -$13.8K -228 -5%
HPC
895
HM Payson & Co
Maine
$247K
CIAS
896
Capital Investment Advisory Services
North Carolina
$247K -$36.1K -598 -13%
RFN
897
RDA Financial Network
Iowa
$247K +$604 +10 +0.2%
CBA
898
Coastal Bridge Advisors
Connecticut
$245K +$5.43K +90 +2%
MIM
899
Marco Investment Management
Georgia
$245K -$12.1K -201 -5%
CC
900
Cadinha & Co
Hawaii
$244K -$4.83K -80 -2%