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 %
EFSCE
951
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$206K +3,572 New
DAM
952
Delta Asset Management
Tennessee
$205K
RMDI
953
R.M. Davis Inc
Maine
$204K -$24.4K -425 -11%
TCM
954
Tufton Capital Management
Maryland
$204K
WG
955
Welch Group
Alabama
$204K -$30.7K -533 -13%
QPWM
956
Quadrant Private Wealth Management
Pennsylvania
$204K -$575 -10 -0.3%
MA
957
MONECO Advisors
Connecticut
$203K +$203K +3,533 New
MBTD
958
Mechanics Bank - Trust Department
California
$203K
WAM
959
Weinberger Asset Management
California
$203K
TA
960
Tiedemann Advisors
New York
$202K -$46K -800 -19%
TBA
961
Tower Bridge Advisors
Pennsylvania
$202K +$202K +3,507 New
DLG
962
Daniel L. Goodwin
$201K +$201K +3,500 New
CWP
963
CFM Wealth Partners
Texas
$201K +$201K +3,498 New
BPWM
964
Badgley Phelps Wealth Managers
Washington
$201K +$201K +3,494 New
RWB
965
RMR Wealth Builders
New Jersey
$201K -$8.57K -149 -4%
GWM
966
Geneos Wealth Management
Colorado
$195K -$198K -3,441 -50%
HS
967
Horan Securities
United States
$192K +$4.03K +70 +2%
PFSC
968
Peoples Financial Services Corp
Pennsylvania
$187K
TF
969
Tompkins Financial
New York
$186K
AA
970
Ancora Advisors
Ohio
$180K +$13.2K +230 +8%
JWA
971
JFS Wealth Advisors
Pennsylvania
$176K +$345 +6 +0.2%
TIM
972
Thompson Investment Management
Wisconsin
$176K +$176K +3,051 New
AAP
973
Arax Advisory Partners
Colorado
$174K +$21.9K +380 +14%
WTA
974
Washington Trust Advisors
Massachusetts
$174K
CIA
975
Cascade Investment Advisors
Oregon
$173K +$173K +3,000 New