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1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,1811,190 (+9)

0.42% more ownership

Funds ownership: 4.07%4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

Holders
1,190
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
18.96%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.41%
New
115
Increased
424
Reduced
393
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
76
Nan Shan Life Insurance
Taiwan
$32M
Verition Fund Management
77
Verition Fund Management
Connecticut
$30.2M +$4.94M +84,011 +19%
American Century Companies
78
American Century Companies
Missouri
$30M +$3.68M +62,557 +14%
Corient Private Wealth
79
Corient Private Wealth
Florida
$28.1M +$13M +220,681 +82%
TA
80
TruWealth Advisors
Louisiana
$26.8M +$368K +6,247 +1%
Fayez Sarofim & Co
81
Fayez Sarofim & Co
Texas
$26.3M -$1.86M -31,601 -6%
PC
82
PointState Capital
New York
$25.7M -$27.9M -475,044 -52%
WCM
83
Wedge Capital Management
North Carolina
$25.5M -$2.09M -35,533 -7%
CI Investments Inc
84
CI Investments Inc
Ontario, Canada
$24.9M -$1.35M -22,932 -5%
NWM
85
Nicola Wealth Management
British Columbia, Canada
$24.6M -$1.53M -26,000 -6%
CCP
86
Crocodile Capital Partners
Germany
$24.5M
GF
87
Gabelli Funds
New York
$24.5M -$5.88K -100 -0%
WIC
88
Willis Investment Counsel
Georgia
$24.4M +$187K +3,183 +0.8%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$23.8M -$3.15M -53,616 -11%
HCM
90
Huber Capital Management
California
$23.4M +$1.12M +18,974 +5%
HighTower Advisors
91
HighTower Advisors
Illinois
$23.4M -$1.58M -26,816 -6%
OCAM
92
Onex Canada Asset Management
Ontario, Canada
$22.9M +$21M +356,346 +81%
CF
93
Cantor Fitzgerald
New York
$22.6M +$115K +1,949 +0.5%
KCM
94
Kornitzer Capital Management
Kansas
$22.5M -$201K -3,418 -0.9%
Twin Tree Management
95
Twin Tree Management
Texas
$22.4M +$22.9M +388,914 New
SCM
96
SIR Capital Management
New York
$22.2M -$2.14M -36,400 -9%
Alyeska Investment Group
97
Alyeska Investment Group
Illinois
$21.7M -$17.2M -292,288 -44%
GCC
98
Guardian Capital (Canada)
Ontario, Canada
$21.6M -$910K -15,460 -4%
Jane Street
99
Jane Street
New York
$21.4M -$151M -2,563,634 -87%
FP
100
Foundry Partners
Minnesota
$21.2M -$986K -16,762 -4%