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 %
HCM
1051
Highlander Capital Management
New Jersey
$46K
BG
1052
Bollard Group
Massachusetts
$45K +$400 +7 +0.9%
FMTCOCP
1053
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$15.8K +279 +54%
CSB
1054
City State Bank
Iowa
$44K
FCB
1055
First Command Bank
Texas
$44K +$15.1K +263 +52%
FCFS
1056
First Command Financial Services
Texas
$44K +$15.1K +263 +52%
MSFP
1057
Mark Sheptoff Financial Planning
Connecticut
$42.7K
SWA
1058
Sutton Wealth Advisors
Florida
$42K
TCWA
1059
Ten Capital Wealth Advisors
Washington
$42K +$40.5K +712 +2,848%
GGI
1060
Godsey & Gibb Inc
Virginia
$41.3K
FFA
1061
Farther Finance Advisors
California
$41.1K +$41.1K +722 New
CSC
1062
Caldwell Sutter Capital
California
$39.9K +$39.9K +700 New
CG
1063
Cutler Group
California
$39K -$412K -7,377 -91%
CWP
1064
Concord Wealth Partners
Virginia
$37.8K +$37.8K +664 New
FPFS
1065
First Personal Financial Services
North Carolina
$37.6K
FWM
1066
Focused Wealth Management
New York
$37.3K +$285 +5 +0.8%
IFAM
1067
Institutional & Family Asset Management
Colorado
$35.9K
CSWM
1068
Cassady Schiller Wealth Management
Ohio
$35.7K +$35.7K +627 New
FSWA
1069
Financial Synergies Wealth Advisors
Texas
$35.5K
HWA
1070
HHM Wealth Advisors
Tennessee
$34.9K -$7.97K -140 -19%
MWM
1071
MinichMacGregor Wealth Management
New York
$33.9K +$33.9K +595 New
TCM
1072
TD Capital Management
Tennessee
$31.3K
BWM
1073
BerganKDV Wealth Management
Minnesota
$31K
CA
1074
Corrado Advisors
New Jersey
$30.4K +$30.4K +533 New
FFC
1075
First Financial Corp
Indiana
$28.2K