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 %
HBW
1051
Hazlett, Burt & Watson
West Virginia
$49K +$460 +8 +0.9%
CSC
1052
Caldwell Sutter Capital
California
$48.7K +$8.4K +146 +21%
CCA
1053
Column Capital Advisors
Indiana
$48.4K -$1.27K -22 -3%
SWA
1054
SOA Wealth Advisors
New York
$46.8K +$58 +1 +0.1%
HCM
1055
Highlander Capital Management
New Jersey
$46K
FMTCOCP
1056
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
BG
1057
Bollard Group
Massachusetts
$46K +$462 +8 +1%
M
1058
MOTCO
Texas
$45.7K -$10.1K -175 -18%
IFAM
1059
Institutional & Family Asset Management
Colorado
$45.2K +$8.98K +156 +25%
CSB
1060
City State Bank
Iowa
$45K
AIC
1061
Archer Investment Corporation
Indiana
$44.8K -$37.1K -644 -45%
BCM
1062
Bourgeon Capital Management
Connecticut
$43.2K +$43.2K +750 New
LFG
1063
Larson Financial Group
Missouri
$42.5K +$14.2K +247 +50%
TCWA
1064
Ten Capital Wealth Advisors
Washington
$42.4K
SWA
1065
Sutton Wealth Advisors
Florida
$41.4K -$1.04K -18 -2%
FFA
1066
Farther Finance Advisors
California
$41K -$575 -10 -1%
BWM
1067
BerganKDV Wealth Management
Minnesota
$39.5K +$8.23K +143 +26%
HWA
1068
HHM Wealth Advisors
Tennessee
$39.2K +$4.03K +70 +11%
CWP
1069
Concord Wealth Partners
Virginia
$38.2K
FWM
1070
Focused Wealth Management
New York
$38K +$345 +6 +0.9%
CTA
1071
Colonial Trust Advisors
South Carolina
$37.9K -$86.3K -1,500 -70%
CFO
1072
CVA Family Office
Colorado
$37.7K -$14.2K -247 -27%
WAM
1073
Worth Asset Management
Texas
$36.1K +$9.09K +158 +34%
CSWM
1074
Cassady Schiller Wealth Management
Ohio
$36.1K
JFA
1075
JNBA Financial Advisors
Minnesota
$33.5K +$7.31K +127 +28%