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 %
MW
976
Marcum Wealth
Ohio
$202K +$202K +3,348 New
GFG
977
Goldstone Financial Group
Illinois
$202K +$202K +3,345 New
LF
978
Lantz Financial
Illinois
$201K +$201K +3,333 New
WPW
979
Waldron Private Wealth
Pennsylvania
$201K -$77.1K -1,277 -28%
DWM
980
Dorchester Wealth Management
Quebec, Canada
$201K -$293K -4,850 -59%
FG
981
Fiduciary Group
Georgia
$200K +$200K +3,320 New
TRCT
982
Tower Research Capital (TRC)
New York
$198K +$119K +1,966 +149%
TF
983
Tompkins Financial
New York
$195K
FDCC
984
Foster Dykema Cabot & Co
Massachusetts
$195K +$195K +3,225 New
RFG
985
RFP Financial Group
Georgia
$192K +$136K +2,250 +242%
PFSC
986
Peoples Financial Services Corp
Pennsylvania
$190K -$6.04K -100 -3%
AA
987
Ancora Advisors
Ohio
$189K +$121 +2 +0.1%
TIM
988
Thompson Investment Management
Wisconsin
$184K
JWA
989
JFS Wealth Advisors
Pennsylvania
$184K -$1.03K -17 -0.6%
WTA
990
Washington Trust Advisors
Massachusetts
$183K
AAG
991
Armstrong Advisory Group
Massachusetts
$181K +$362 +6 +0.2%
UCB
992
United Community Bank
South Carolina
$180K
AAP
993
Arax Advisory Partners
Colorado
$176K -$6.82K -113 -4%
SIC
994
Salem Investment Counselors
North Carolina
$172K
AW
995
Avion Wealth
Texas
$171K +$11.8K +195 +7%
Jones Financial Companies
996
Jones Financial Companies
Missouri
$167K -$91.7K -1,519 -35%
OP
997
ORG Partners
Indiana
$167K +$167K +2,749 New
WP
998
WealthPLAN Partners
Nebraska
$164K -$785 -13 -0.5%
SCA
999
Stonebridge Capital Advisors
Minnesota
$162K +$3.26K +54 +2%
SFCL
1000
Strengthening Families & Communities LLC
Massachusetts
$162K +$153K +2,531 +1,612%