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1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,1811,190 (+9)

0.42% more ownership

Funds ownership: 4.07%4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

Holders
1,190
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
18.96%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.41%
New
115
Increased
424
Reduced
393
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1026
Eagle Bay Advisors
New York
$88.2K +$59 +1 +0.1%
AF
1027
Advisornet Financial
Minnesota
$86.7K -$1.82K -31 -2%
NIC
1028
Northwest Investment Counselors
Oregon
$86.3K -$24.7K -420 -22%
CT
1029
Colonial Trust
South Carolina
$85.4K -$7.24K -123 -8%
CHA
1030
Carmichael Hill & Associates
Maryland
$83.7K
HCM
1031
Hollencrest Capital Management
California
$81K +$16.8K +286 +26%
CNBTD
1032
Citizens National Bank Trust Department
Mississippi
$80.4K
AA
1033
AlphaMark Advisors
Kentucky
$79K -$16.2K -275 -17%
TWM
1034
Tradition Wealth Management
Minnesota
$79K +$118 +2 +0.1%
TRCT
1035
Tower Research Capital (TRC)
New York
$76K +$69.4K +1,179 +842%
ONST
1036
Old North State Trust
North Carolina
$75K
TCCM
1037
Timber Creek Capital Management
Massachusetts
$74.8K
WBC
1038
West Branch Capital
Massachusetts
$74.8K
GFPC
1039
Global Financial Private Client
Florida
$74.3K
MRCM
1040
M&R Capital Management
New Jersey
$74.2K -$11.4K -194 -13%
PGAM
1041
Princeton Global Asset Management
New Jersey
$71.7K +$2.29K +39 +3%
TWA
1042
TCI Wealth Advisors
Arizona
$70K
BWM
1043
Baystate Wealth Management
Massachusetts
$69.9K
GGI
1044
Godsey & Gibb Inc
Virginia
$66.1K +$24.9K +423 +58%
BC
1045
Barrett & Company
Rhode Island
$65.7K +$5.88K +100 +10%
PAM
1046
Paradigm Asset Management
New York
$64.3K -$2.94K -50 -4%
FCB
1047
First Command Bank
Texas
$61.3K +$17.6K +300 +39%
FCFS
1048
First Command Financial Services
Texas
$61.3K +$17.6K +300 +39%
MSFP
1049
Mark Sheptoff Financial Planning
Connecticut
$60.4K +$17.6K +300 +40%
BFPW
1050
BOK Financial Private Wealth
Colorado
$59.9K