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 %
SWM
1026
Sugarloaf Wealth Management
Georgia
$104K +$121 +2 +0.1%
LB
1027
Legacy Bridge
Iowa
$96.6K
LWANC
1028
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.5K
CWA
1029
Clearview Wealth Advisors
Oregon
$94.1K +$725 +12 +0.8%
CT
1030
Colonial Trust
South Carolina
$93.6K +$3.99K +66 +4%
WB
1031
Webster Bank
Connecticut
$92.9K
EBA
1032
Eagle Bay Advisors
New York
$92.6K +$60 +1 +0.1%
TWM
1033
Tradition Wealth Management
Minnesota
$91K +$7.68K +127 +9%
USB
1034
Union Savings Bank
Connecticut
$88.1K +$88.1K +1,429 New
CHA
1035
Carmichael Hill & Associates
Maryland
$87.9K
CSC
1036
Caldwell Sutter Capital
California
$86.9K +$35.8K +593 +70%
IUHSA
1037
Itau Unibanco Holding S.A.
Brazil
$86K -$7.97K -132 -8%
HCM
1038
Hollencrest Capital Management
California
$85K
CNBTD
1039
Citizens National Bank Trust Department
Mississippi
$84.4K
GJIA
1040
Glass Jacobson Investment Advisors
Maryland
$83.6K +$83.6K +1,385 New
AA
1041
AlphaMark Advisors
Kentucky
$80K -$3.04K -50 -4%
WBC
1042
West Branch Capital
Massachusetts
$78.5K
TCCM
1043
Timber Creek Capital Management
Massachusetts
$78.5K
MRCM
1044
M&R Capital Management
New Jersey
$77.9K
PGAM
1045
Princeton Global Asset Management
New Jersey
$75.3K
IPW
1046
Impact Partnership Wealth
Georgia
$75.1K +$75.1K +1,243 New
BWM
1047
Baystate Wealth Management
Massachusetts
$73.4K
GFPC
1048
Global Financial Private Client
Florida
$73.3K -$1.4K -23 -2%
BC
1049
Barrett & Company
Rhode Island
$68.9K
PAM
1050
Paradigm Asset Management
New York
$67.5K