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 %
AA
1026
AlphaMark Advisors
Kentucky
$79K -$15.9K -275 -17%
TWM
1027
Tradition Wealth Management
Minnesota
$79K +$115 +2 +0.1%
TRCT
1028
Tower Research Capital (TRC)
New York
$76K +$67.9K +1,179 +842%
ONST
1029
Old North State Trust
North Carolina
$75K
TCCM
1030
Timber Creek Capital Management
Massachusetts
$74.8K
WBC
1031
West Branch Capital
Massachusetts
$74.8K
GFPC
1032
Global Financial Private Client
Florida
$74.3K
MRCM
1033
M&R Capital Management
New Jersey
$74.2K -$11.2K -194 -13%
PGAM
1034
Princeton Global Asset Management
New Jersey
$71.7K +$2.24K +39 +3%
TWA
1035
TCI Wealth Advisors
Arizona
$70K
BWM
1036
Baystate Wealth Management
Massachusetts
$69.9K
GGI
1037
Godsey & Gibb Inc
Virginia
$66.1K +$24.3K +423 +58%
BC
1038
Barrett & Company
Rhode Island
$65.7K +$5.75K +100 +10%
PAM
1039
Paradigm Asset Management
New York
$64.3K -$2.88K -50 -4%
FCB
1040
First Command Bank
Texas
$61.3K +$17.3K +300 +39%
FCFS
1041
First Command Financial Services
Texas
$61.3K +$17.3K +300 +39%
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$60.4K +$17.3K +300 +40%
BFPW
1043
BOK Financial Private Wealth
Colorado
$59.9K
AIM
1044
Arcadia Investment Management
Michigan
$56.6K
AWM
1045
Accel Wealth Management
Iowa
$55.7K
AWM
1046
Avior Wealth Management
Nebraska
$55.1K +$2.48K +43 +5%
RFG
1047
RFP Financial Group
Georgia
$53.5K -$129K -2,250 -71%
MIP
1048
Mondrian Investment Partners
United Kingdom
$51.8K
FCA
1049
FinTrust Capital Advisors
South Carolina
$51.4K
DAC
1050
Dividend Assets Capital
South Carolina
$49K