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 %
AWM
1051
Avior Wealth Management
Nebraska
$66.6K +$8.76K +145 +15%
M
1052
MOTCO
Texas
$66.5K +$18.5K +307 +39%
MSFP
1053
Mark Sheptoff Financial Planning
Connecticut
$66.4K +$3.02K +50 +5%
FCB
1054
First Command Bank
Texas
$64.4K
FCFS
1055
First Command Financial Services
Texas
$64.4K
HBW
1056
Hazlett, Burt & Watson
West Virginia
$63K +$11.8K +196 +23%
BFPW
1057
BOK Financial Private Wealth
Colorado
$62.9K
PPC
1058
Park Place Capital
Alabama
$62.7K -$99.1K -1,641 -61%
AIM
1059
Arcadia Investment Management
Michigan
$59.4K
CG
1060
Cutler Group
California
$59K -$196K -3,263 -77%
CFO
1061
CVA Family Office
Colorado
$59K +$19.4K +322 +49%
WAM
1062
Worth Asset Management
Texas
$57.1K +$19.1K +317 +50%
BG
1063
Bollard Group
Massachusetts
$57K +$8.83K +146 +18%
MIP
1064
Mondrian Investment Partners
United Kingdom
$54.3K
NRG
1065
Nemes Rush Group
Michigan
$54K +$54K +895 New
CSWM
1066
Cassady Schiller Wealth Management
Ohio
$53.9K +$16.1K +266 +42%
DAC
1067
Dividend Assets Capital
South Carolina
$52K
FCA
1068
FinTrust Capital Advisors
South Carolina
$51.4K
FMTCOCP
1069
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K +$3.31K +55 +7%
CCA
1070
Column Capital Advisors
Indiana
$50.8K
SWA
1071
SOA Wealth Advisors
New York
$49K -$60 -1 -0.1%
HCM
1072
Highlander Capital Management
New Jersey
$48K
CSB
1073
City State Bank
Iowa
$47K
FFA
1074
Farther Finance Advisors
California
$45.7K +$2.72K +45 +6%
BCM
1075
Bourgeon Capital Management
Connecticut
$45.3K