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 %
KMWM
951
Keudell/Morrison Wealth Management
Oregon
$215K -$28.9K -479 -12%
SP
952
Successful Portfolios
Florida
$214K -$168K -2,783 -44%
TCM
953
Tufton Capital Management
Maryland
$214K
RIA
954
Retirement Investment Advisors
Oklahoma
$214K -$21.6K -358 -9%
BWM
955
BigSur Wealth Management
Florida
$214K +$214K +3,536 New
FCP
956
Fidelis Capital Partners
Florida
$213K +$213K +3,533 New
HIP
957
HUB Investment Partners
Texas
$213K +$213K +3,532 New
MBTD
958
Mechanics Bank - Trust Department
California
$213K
MA
959
MONECO Advisors
Connecticut
$213K -$725 -12 -0.3%
WAM
960
Weinberger Asset Management
California
$213K
ADL
961
Asset Dedication LLC
California
$212K +$183K +3,030 +629%
CWP
962
CFM Wealth Partners
Texas
$211K
JIC
963
Joel Isaacson & Co
New York
$210K +$210K +3,472 New
1WM
964
1900 Wealth Management
Texas
$209K +$209K +3,467 New
FSA
965
Financial Sense Advisors
California
$209K +$209K +3,467 New
ACA
966
Aptus Capital Advisors
Alabama
$209K +$209K +3,458 New
WG
967
Welch Group
Alabama
$208K -$5.92K -98 -3%
PA
968
PFG Advisors
Arizona
$208K +$208K +3,443 New
HS
969
Horan Securities
United States
$208K +$6.82K +113 +3%
BFA
970
Beacon Financial Advisory
Ohio
$206K +$206K +3,414 New
LJAC
971
L.J. Altfest & Co
New York
$205K +$205K +3,393 New
AC
972
Addison Capital
Pennsylvania
$205K +$205K +3,402 New
AP
973
Appleton Partners
Massachusetts
$204K +$204K +3,375 New
CS
974
Comerica Securities
Michigan
$204K -$25.1K -415 -11%
MFG
975
Merit Financial Group
Georgia
$203K +$203K +3,355 New