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 %
AWM
1001
AllSquare Wealth Management
New York
$155K
EWA
1002
EverSource Wealth Advisors
Alabama
$155K +$8.21K +136 +6%
BWP
1003
Baldwin Wealth Partners
Massachusetts
$153K -$5.19K -86 -3%
HCP
1004
Hexagon Capital Partners
Arkansas
$153K +$11.1K +183 +8%
OPTFSNA
1005
Old Point Trust & Financial Services N A
Virginia
$151K +$151K +2,501 New
FPB
1006
First PREMIER Bank
South Dakota
$151K
EWM
1007
Endurance Wealth Management
Rhode Island
$147K
BWA
1008
BDO Wealth Advisors
Florida
$145K +$5.8K +96 +4%
CAL
1009
Capital Analysts LLC
Pennsylvania
$142K +$3.26K +54 +2%
PB
1010
Pinnacle Bancorp
Nebraska
$134K
GWS
1011
Glassman Wealth Services
Virginia
$129K -$906 -15 -0.7%
YDMI
1012
Y.D. More Investments
Israel
$127K -$48.3K -800 -28%
HWP
1013
Highline Wealth Partners
California
$126K
WSC
1014
Wellington Shields & Co
New York
$125K -$12.1K -200 -9%
VCM
1015
Vigilant Capital Management
Maine
$121K
BCFD
1016
Boit C.F. David
$121K
ME
1017
McIlrath & Eck
Washington
$120K +$7.25K +120 +6%
HIA
1018
Harbor Investment Advisory
Maryland
$120K -$56.9K -942 -32%
BCA
1019
Bray Capital Advisors
Florida
$118K
GBT
1020
Grove Bank & Trust
Florida
$116K -$4.29K -71 -4%
AF
1021
Advisornet Financial
Minnesota
$115K +$24.4K +404 +27%
RTC
1022
Riverview Trust Company
Washington
$114K
SWA
1023
Sutton Wealth Advisors
Florida
$112K +$69K +1,142 +159%
AA
1024
Addison Advisors
Vermont
$111K -$9.06K -150 -8%
PCA
1025
Providence Capital Advisors
North Carolina
$108K