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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
AA
976
Ancora Advisors
Ohio
$180K +$13.5K +230 +8%
CAM
977
Chesapeake Asset Management
New York
$178K +$182K +3,090 New
JWA
978
JFS Wealth Advisors
Pennsylvania
$176K +$353 +6 +0.2%
TIM
979
Thompson Investment Management
Wisconsin
$176K +$179K +3,051 New
AAP
980
Arax Advisory Partners
Colorado
$174K +$22.4K +380 +14%
WTA
981
Washington Trust Advisors
Massachusetts
$174K
CIA
982
Cascade Investment Advisors
Oregon
$173K +$176K +3,000 New
AAG
983
Armstrong Advisory Group
Massachusetts
$172K +$176 +3 +0.1%
UCB
984
United Community Bank
South Carolina
$171K
HIA
985
Harbor Investment Advisory
Maryland
$168K -$10.3K -175 -6%
YDMI
986
Y.D. More Investments
Israel
$167K -$256K -4,350 -60%
SIC
987
Salem Investment Counselors
North Carolina
$164K +$78.5K +1,334 +88%
WP
988
WealthPLAN Partners
Nebraska
$157K +$161K +2,734 New
AWM
989
AllSquare Wealth Management
New York
$155K
PPC
990
Park Place Capital
Alabama
$154K +$4.94K +84 +3%
SCA
991
Stonebridge Capital Advisors
Minnesota
$152K -$43.7K -743 -22%
BWP
992
Baldwin Wealth Partners
Massachusetts
$151K +$2K +34 +1%
AW
993
Avion Wealth
Texas
$150K -$17.1K -291 -10%
FPB
994
First PREMIER Bank
South Dakota
$144K
SSC
995
Syverson Strege & Co
Iowa
$143K +$55.1K +937 +61%
IGWM
996
ICA Group Wealth Management
Colorado
$142K -$22.7K -386 -14%
RMC
997
Resources Management Corp
Connecticut
$141K +$6.47K +110 +4%
EWM
998
Endurance Wealth Management
Rhode Island
$140K
EWA
999
EverSource Wealth Advisors
Alabama
$139K +$3.47K +59 +2%
CF
1000
Centaurus Financial
California
$138K +$1.94K +33 +1%