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 %
PHS
926
Pekin Hardy Strauss
Illinois
$219K
SC
927
Sepio Capital
Utah
$219K -$13.7K -238 -6%
HIC
928
Holderness Investments Company
North Carolina
$219K
SI
929
SCP Investment
California
$219K +$219K +3,800 New
CS
930
Comerica Securities
Michigan
$218K +$5.06K +88 +2%
TLP
931
Trinity Legacy Partners
Texas
$218K +$2.07K +36 +1%
EI
932
Ellevest Inc
New York
$217K +$205K +3,570 +1,759%
IWP
933
Icon Wealth Partners
Texas
$217K +$217K +3,773 New
MHS
934
M Holdings Securities
Oregon
$216K +$216K +3,748 New
BTW
935
Boston Trust Walden
Massachusetts
$216K
GLA
936
Good Life Advisors
Pennsylvania
$215K -$32.1K -557 -13%
GQG Partners
937
GQG Partners
Florida
$215K
NFG
938
Nations Financial Group
Iowa
$215K +$215K +3,730 New
BJL
939
Brighton Jones LLC
Washington
$213K -$58.5K -1,016 -22%
CA
940
Cullinan Associates
Kentucky
$213K
DS
941
DRW Securities
Illinois
$212K +$212K +3,683 New
MWM
942
MBE Wealth Management
Wisconsin
$212K
EWM
943
Empirical Wealth Management
Washington
$211K +$211K +3,672 New
LW
944
Linscomb Wealth
Texas
$211K -$33.1K -576 -14%
NB
945
Northwest Bancshares
Pennsylvania
$210K +$210K +3,650 New
GF
946
Goodman Financial
Texas
$209K -$9.15K -159 -4%
DA
947
Doliver Advisors
Texas
$209K
OWA
948
Outlook Wealth Advisors
Texas
$208K -$7.6K -132 -4%
NFA
949
Northern Financial Advisors
Michigan
$207K +$207K +7,219 New
FIA
950
Foundations Investment Advisors
Arizona
$207K -$26.6K -463 -11%