1,176 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 363 increasing their positions, 414 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+83
Holders Change %
+7.59%
% of All Funds
18.97%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
363
Reduced
414
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
951
Delta Asset Management
Tennessee
$203K +$203K +3,570 New
QPWM
952
Quadrant Private Wealth Management
Pennsylvania
$202K +$202K +3,553 New
SI
953
Sprott Inc
Ontario, Canada
$202K +$202K +3,550 New
TCM
954
Tufton Capital Management
Maryland
$202K +$202K +3,545 New
FWM
955
FMB Wealth Management
California
$201K +$201K +3,536 New
MBTD
956
Mechanics Bank - Trust Department
California
$201K +$201K +3,524 New
WAM
957
Weinberger Asset Management
California
$201K +$201K +3,521 New
Jones Financial Companies
958
Jones Financial Companies
Missouri
$200K +$15.1K +265 +8%
TAM
959
Tucker Asset Management
Colorado
$195K +$11.9K +210 +6%
GRP
960
Global Retirement Partners
California
$193K -$28.8K -505 -13%
SCA
961
Stonebridge Capital Advisors
Minnesota
$192K
TFS
962
TrustCore Financial Services
Tennessee
$191K
HS
963
Horan Securities
United States
$186K -$2.96K -52 -2%
PFSC
964
Peoples Financial Services Corp
Pennsylvania
$185K
TF
965
Tompkins Financial
New York
$184K
GWS
966
Glassman Wealth Services
Virginia
$181K -$3.53K -62 -2%
RFG
967
RFP Financial Group
Georgia
$181K +$181K +3,180 New
HIA
968
Harbor Investment Advisory
Maryland
$177K -$47.6K -836 -21%
JWA
969
JFS Wealth Advisors
Pennsylvania
$174K -$21.8K -383 -11%
WTA
970
Washington Trust Advisors
Massachusetts
$172K -$12.2K -214 -7%
AAG
971
Armstrong Advisory Group
Massachusetts
$170K +$170K +2,982 New
UCB
972
United Community Bank
South Carolina
$169K -$1.71K -30 -1%
AA
973
Ancora Advisors
Ohio
$165K +$77.8K +1,365 +89%
IGWM
974
ICA Group Wealth Management
Colorado
$163K -$305K -5,352 -65%
AWM
975
AllSquare Wealth Management
New York
$154K +$137K +2,400 +800%