1,176 hedge funds and large institutions have $15.2B invested in Shell in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 363 increasing their positions, 414 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+83
Holders Change %
+7.59%
% of All Funds
18.97%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
164
Increased
363
Reduced
414
Closed
66
Calls
$830M
Puts
$539M
Net Calls
+$291M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
1026
Global Financial Private Client
Florida
$69.9K +$1.31K +23 +2%
TWA
1027
TCI Wealth Advisors
Arizona
$69.3K +$37.9K +666 +121%
BWM
1028
Baystate Wealth Management
Massachusetts
$69K -$10.3K -181 -13%
PGAM
1029
Princeton Global Asset Management
New Jersey
$69K
MS
1030
Marshall & Sullivan
Washington
$68.3K +$68.3K +1,200 New
PAM
1031
Paradigm Asset Management
New York
$66.5K
HCM
1032
Hollencrest Capital Management
California
$63.8K +$63.8K +1,121 New
Acadian Asset Management
1033
Acadian Asset Management
Massachusetts
$63K -$79.9K -1,421 -56%
MS
1034
Madden Securities
Texas
$61.1K +$61.1K +1,072 New
BFPW
1035
BOK Financial Private Wealth
Colorado
$59.3K -$219K -3,837 -79%
BC
1036
Barrett & Company
Rhode Island
$59.3K
AIM
1037
Arcadia Investment Management
Michigan
$56K
M
1038
MOTCO
Texas
$55.2K -$5.7K -100 -9%
AWM
1039
Accel Wealth Management
Iowa
$55.1K
ACP
1040
Arcus Capital Partners
Georgia
$54.8K +$54.8K +963 New
AWM
1041
Avior Wealth Management
Nebraska
$52.1K +$285 +5 +0.5%
FCA
1042
FinTrust Capital Advisors
South Carolina
$51.4K
CFO
1043
CVA Family Office
Colorado
$51.4K +$14.1K +247 +38%
WA
1044
Win Advisors
Florida
$51.1K +$5.18K +91 +11%
MIP
1045
Mondrian Investment Partners
United Kingdom
$51K -$7.31K -129 -13%
PSB
1046
Piscataqua Savings Bank
New Hampshire
$49.8K -$10.3K -180 -17%
CCA
1047
Column Capital Advisors
Indiana
$49.2K +$25.6K +450 +109%
DAC
1048
Dividend Assets Capital
South Carolina
$49K
HBW
1049
Hazlett, Burt & Watson
West Virginia
$49K +$174 +3 +0.4%
SWA
1050
SOA Wealth Advisors
New York
$46.2K +$114 +2 +0.2%