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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
AIM
1051
Arcadia Investment Management
Michigan
$56.6K
AWM
1052
Accel Wealth Management
Iowa
$55.7K
AWM
1053
Avior Wealth Management
Nebraska
$55.1K +$2.53K +43 +5%
RFG
1054
RFP Financial Group
Georgia
$53.5K -$132K -2,250 -71%
MIP
1055
Mondrian Investment Partners
United Kingdom
$51.8K
FCA
1056
FinTrust Capital Advisors
South Carolina
$51.4K
DAC
1057
Dividend Assets Capital
South Carolina
$49K
HBW
1058
Hazlett, Burt & Watson
West Virginia
$49K +$471 +8 +0.9%
CSC
1059
Caldwell Sutter Capital
California
$48.7K +$8.59K +146 +21%
CCA
1060
Column Capital Advisors
Indiana
$48.4K -$1.29K -22 -3%
SWA
1061
SOA Wealth Advisors
New York
$46.8K +$59 +1 +0.1%
FMTCOCP
1062
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
HCM
1063
Highlander Capital Management
New Jersey
$46K
BG
1064
Bollard Group
Massachusetts
$46K +$471 +8 +1%
M
1065
MOTCO
Texas
$45.7K -$10.3K -175 -18%
IFAM
1066
Institutional & Family Asset Management
Colorado
$45.2K +$9.18K +156 +25%
CSB
1067
City State Bank
Iowa
$45K
AIC
1068
Archer Investment Corporation
Indiana
$44.8K -$37.9K -644 -45%
BCM
1069
Bourgeon Capital Management
Connecticut
$43.2K +$44.1K +750 New
LFG
1070
Larson Financial Group
Missouri
$42.5K +$14.5K +247 +50%
TCWA
1071
Ten Capital Wealth Advisors
Washington
$42.4K
SWA
1072
Sutton Wealth Advisors
Florida
$41.4K -$1.06K -18 -2%
FFA
1073
Farther Finance Advisors
California
$41K -$588 -10 -1%
BWM
1074
BerganKDV Wealth Management
Minnesota
$39.5K +$8.41K +143 +26%
HWA
1075
HHM Wealth Advisors
Tennessee
$39.2K +$4.12K +70 +11%