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 %
GWS
1001
Glassman Wealth Services
Virginia
$124K -$59K -1,026 -32%
BCFD
1002
Boit C.F. David
$123K +$123K +2,000 New
HWP
1003
Highline Wealth Partners
California
$120K
VCM
1004
Vigilant Capital Management
Maine
$115K -$35.7K -620 -24%
GBT
1005
Grove Bank & Trust
Florida
$115K +$4.37K +76 +4%
AA
1006
Addison Advisors
Vermont
$114K -$2.07K -36 -2%
BCA
1007
Bray Capital Advisors
Florida
$112K
RTC
1008
Riverview Trust Company
Washington
$109K
ME
1009
McIlrath & Eck
Washington
$108K +$90.3K +1,569 +518%
AIP
1010
Ahrens Investment Partners
Louisiana
$108K +$108K +1,870 New
PCA
1011
Providence Capital Advisors
North Carolina
$103K +$103K +1,786 New
SWM
1012
Sugarloaf Wealth Management
Georgia
$98.7K +$115 +2 +0.1%
LB
1013
Legacy Bridge
Iowa
$92.1K
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$91K
SC
1015
Schubert & Co
Texas
$90.6K
IUHSA
1016
Itau Unibanco Holding S.A.
Brazil
$89.5K -$2.62M -45,462 -97%
CWA
1017
Clearview Wealth Advisors
Oregon
$89K +$691 +12 +0.8%
WB
1018
Webster Bank
Connecticut
$88.6K
EBA
1019
Eagle Bay Advisors
New York
$88.2K +$58 +1 +0.1%
AF
1020
Advisornet Financial
Minnesota
$86.7K -$1.78K -31 -2%
NIC
1021
Northwest Investment Counselors
Oregon
$86.3K -$24.2K -420 -22%
CT
1022
Colonial Trust
South Carolina
$85.4K -$7.08K -123 -8%
CHA
1023
Carmichael Hill & Associates
Maryland
$83.7K
HCM
1024
Hollencrest Capital Management
California
$81K +$16.5K +286 +26%
CNBTD
1025
Citizens National Bank Trust Department
Mississippi
$80.4K