1,255 hedge funds and large institutions have $21B invested in Shell in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 469 increasing their positions, 393 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+60
Holders Change %
+5.02%
% of All Funds
20.01%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
134
Increased
469
Reduced
393
Closed
60
Calls
$791M
Puts
$501M
Net Calls
+$290M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Schroder Investment Management Group
901
Schroder Investment Management Group
United Kingdom
$284K -$8.24K -128 -3%
LW
902
Linscomb Wealth
Texas
$284K -$9.01K -140 -3%
PWP
903
Phillips Wealth Planners
Mississippi
$283K +$7.63K +112 +3%
RCA
904
Resonant Capital Advisors
Wisconsin
$281K +$22.7K +353 +9%
IAP
905
Indie Asset Partners
Indiana
$281K
AWAP
906
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K +$64 +1 +0%
ACA
907
Atlas Capital Advisors
Wyoming
$279K -$63.2K -981 -18%
FMP
908
Financial Management Professionals
Texas
$279K -$18.2K -283 -6%
TAM
909
Tucker Asset Management
Colorado
$279K +$35.7K +554 +15%
CAI
910
Capital Advisors Inc
Oklahoma
$278K -$25.5K -396 -8%
SMC
911
Smith, Moore & Co
Missouri
$278K +$129 +2 +0%
NFG
912
Nations Financial Group
Iowa
$276K +$23.2K +360 +9%
BSW
913
Buckingham Strategic Wealth
Missouri
$276K +$2.58K +40 +0.9%
SFWA
914
Summit Financial Wealth Advisors
Louisiana
$275K -$128K -1,950 -32%
SGA
915
Strategic Global Advisors
California
$275K +$275K +4,270 New
SWMP
916
Signature Wealth Management Partners
New Jersey
$275K
SGCA
917
Steel Grove Capital Advisors
Tennessee
$274K
CFS
918
CRA Financial Services
New Jersey
$274K
SXL
919
Summit X LLC
Missouri
$273K -$52.2K -811 -16%
BJL
920
Brighton Jones LLC
Washington
$271K +$20.3K +315 +8%
WDC
921
Woodward Diversified Capital
California
$270K -$61.9K -962 -19%
BCV
922
Banque Cantonale Vaudoise
Switzerland
$270K
GRP
923
Global Retirement Partners
California
$270K +$4.41K +71 +2%
SAIG
924
Semper Augustus Investments Group
Colorado
$268K
JWCA
925
J.W. Coons Advisors
Ohio
$268K