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 %
AAG
976
Armstrong Advisory Group
Massachusetts
$172K +$173 +3 +0.1%
UCB
977
United Community Bank
South Carolina
$171K
HIA
978
Harbor Investment Advisory
Maryland
$168K -$10.1K -175 -6%
YDMI
979
Y.D. More Investments
Israel
$167K -$250K -4,350 -60%
SIC
980
Salem Investment Counselors
North Carolina
$164K +$76.8K +1,334 +88%
WP
981
WealthPLAN Partners
Nebraska
$157K +$157K +2,734 New
AWM
982
AllSquare Wealth Management
New York
$155K
PPC
983
Park Place Capital
Alabama
$154K +$4.83K +84 +3%
SCA
984
Stonebridge Capital Advisors
Minnesota
$152K -$42.8K -743 -22%
BWP
985
Baldwin Wealth Partners
Massachusetts
$151K +$1.96K +34 +1%
AW
986
Avion Wealth
Texas
$150K -$16.5K -291 -10%
FPB
987
First PREMIER Bank
South Dakota
$144K
SSC
988
Syverson Strege & Co
Iowa
$143K +$53.9K +937 +61%
IGWM
989
ICA Group Wealth Management
Colorado
$142K -$22.2K -386 -14%
RMC
990
Resources Management Corp
Connecticut
$141K +$5.74K +110 +4%
EWM
991
Endurance Wealth Management
Rhode Island
$140K
EWA
992
EverSource Wealth Advisors
Alabama
$139K +$3.4K +59 +2%
CF
993
Centaurus Financial
California
$138K +$1.9K +33 +1%
GFL
994
Granite FO LLC
New Hampshire
$136K +$136K +2,200 New
HCP
995
Hexagon Capital Partners
Arkansas
$135K -$7.77K -135 -5%
BWA
996
BDO Wealth Advisors
Florida
$133K +$115 +2 +0.1%
CIM
997
Contravisory Investment Management
Massachusetts
$133K +$8.98K +156 +7%
CAL
998
Capital Analysts LLC
Pennsylvania
$132K +$1.55K +27 +1%
WSC
999
Wellington Shields & Co
New York
$131K -$10.4K -181 -7%
PB
1000
Pinnacle Bancorp
Nebraska
$128K +$1.55K +27 +1%