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 %
SFP
901
Sandbox Financial Partners
Maryland
$244K +$181 +3 +0.1%
PWP
902
Phillips Wealth Planners
Mississippi
$244K -$3.5K -58 -1%
CA
903
Cornerstone Advisory
Maryland
$243K
RCA
904
Resonant Capital Advisors
Wisconsin
$243K
CFG
905
Cooper Financial Group
California
$242K +$1.33K +22 +0.6%
T
906
TCWP
Ohio
$241K -$13.6K -226 -5%
ZB
907
Zions Bancorporation
Utah
$241K +$4.41K +73 +2%
OC
908
Oakworth Capital
Alabama
$240K
NAM
909
NorthCrest Asset Manangement
Minnesota
$240K +$240K +3,979 New
AFM
910
Armstrong Fleming & Moore
District of Columbia
$240K +$240K +3,969 New
FM
911
Family Management
New York
$239K
CWM
912
Chemistry Wealth Management
New York
$239K
NFG
913
Nations Financial Group
Iowa
$237K +$12.1K +200 +5%
EDRH
914
Edmond de Rothschild Holding
Switzerland
$237K
SWA
915
Sax Wealth Advisors
New Jersey
$237K
BHPW
916
Beverly Hills Private Wealth
California
$236K +$236K +3,864 New
STA
917
Summit Trail Advisors
New York
$236K +$236K +3,911 New
Credit Agricole
918
Credit Agricole
France
$235K
BJL
919
Brighton Jones LLC
Washington
$235K +$11.2K +186 +5%
FIA
920
Foundations Investment Advisors
Arizona
$235K +$17.9K +296 +8%
WQ
921
Wealth Quarterback
New Jersey
$234K -$19.9K -329 -8%
SC
922
Sepio Capital
Utah
$233K +$3.5K +58 +2%
AA
923
Argent Advisors
Louisiana
$232K
ACM
924
Advance Capital Management
Michigan
$232K +$232K +3,848 New
SIA
925
Soltis Investment Advisors
Utah
$231K +$231K +3,834 New