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 %
TAM
901
Tucker Asset Management
Colorado
$233K +$34.8K +604 +18%
SFP
902
Sandbox Financial Partners
Maryland
$232K +$232K +4,040 New
KMWM
903
Keudell/Morrison Wealth Management
Oregon
$232K +$232K +4,032 New
CA
904
Cornerstone Advisory
Maryland
$231K
RCA
905
Resonant Capital Advisors
Wisconsin
$231K
TPM
906
Triasima Portfolio Management
Quebec, Canada
$230K
CFG
907
Cooper Financial Group
California
$229K +$18.4K +319 +9%
OC
908
Oakworth Capital
Alabama
$229K
CBA
909
Coastal Bridge Advisors
Connecticut
$229K +$345 +6 +0.2%
TT
910
TI-Trust
Illinois
$229K
FM
911
Family Management
New York
$228K
GIA
912
Gladstone Institutional Advisory
Florida
$228K -$55.9K -971 -20%
CWM
913
Chemistry Wealth Management
New York
$228K
BBVA
914
Banco Bilbao Vizcaya Argentaria
Spain
$227K +$227K +3,947 New
WWM
915
Western Wealth Management
Colorado
$227K -$178K -3,098 -44%
EDRH
916
Edmond de Rothschild Holding
Switzerland
$226K
WEG
917
World Equity Group
Illinois
$226K +$226K +21,598 New
ZB
918
Zions Bancorporation
Utah
$226K -$84.4K -1,467 -27%
SWA
919
Sax Wealth Advisors
New Jersey
$225K
NCM
920
Noesis Capital Mangement
Florida
$225K +$225K +3,905 New
Credit Agricole
921
Credit Agricole
France
$224K -$173K -3,000 -43%
RIA
922
Retirement Investment Advisors
Oklahoma
$224K +$224K +3,896 New
AA
923
Argent Advisors
Louisiana
$222K +$222K +3,850 New
ESB
924
Essex Savings Bank
Connecticut
$221K
SMC
925
Smith, Moore & Co
Missouri
$220K -$153K -2,651 -41%