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 %
BBW
926
Blue Barn Wealth
Utah
$231K -$16.9K -280 -7%
HIC
927
Holderness Investments Company
North Carolina
$230K
TLP
928
Trinity Legacy Partners
Texas
$229K
FCBT
929
First Citizens Bank & Trust
North Carolina
$228K +$228K +3,777 New
TAM
930
Tucker Asset Management
Colorado
$228K -$16.8K -279 -7%
GLA
931
Good Life Advisors
Pennsylvania
$227K +$1.15K +19 +0.5%
NCM
932
Noesis Capital Mangement
Florida
$227K -$9.06K -150 -4%
BTW
933
Boston Trust Walden
Massachusetts
$226K
EWM
934
Empirical Wealth Management
Washington
$226K +$4.59K +76 +2%
QPWM
935
Quadrant Private Wealth Management
Pennsylvania
$226K +$12.1K +200 +6%
GQG Partners
936
GQG Partners
Florida
$226K
MSAM
937
Moloney Securities Asset Management
Missouri
$225K -$37.3K -617 -14%
PHS
938
Pekin Hardy Strauss
Illinois
$224K -$6.04K -100 -3%
CA
939
Cullinan Associates
Kentucky
$223K
MWM
940
MBE Wealth Management
Wisconsin
$222K +$60 +1 +0%
GIA
941
Gladstone Institutional Advisory
Florida
$222K -$17.2K -285 -7%
TP
942
Tranquility Partners
Tennessee
$222K +$222K +3,674 New
IWP
943
Icon Wealth Partners
Texas
$221K -$6.58K -109 -3%
GF
944
Goodman Financial
Texas
$219K
DA
945
Doliver Advisors
Texas
$219K
CHAM
946
Clear Harbor Asset Management
Connecticut
$218K +$218K +3,618 New
GLLW
947
Graves Light Lenhart Wealth
Virginia
$218K +$218K +3,604 New
HWA
948
HCR Wealth Advisors
California
$216K +$216K +3,585 New
DAM
949
Delta Asset Management
Tennessee
$216K
RMDI
950
R.M. Davis Inc
Maine
$215K +$784 +13 +0.4%