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 %
VWM
1076
Venturi Wealth Management
Texas
$32.3K +$32.3K +561 New
FPFS
1077
First Personal Financial Services
North Carolina
$32.2K -$5.75K -100 -15%
PCM
1078
Pointe Capital Management
Michigan
$32.2K +$32.2K +560 New
AFIA
1079
America First Investment Advisors
Nebraska
$31.7K +$31.7K +551 New
TCM
1080
TD Capital Management
Tennessee
$31.6K
FCMT
1081
Founders Capital Management (Texas)
Texas
$31K +$2.66K +47 +9%
FFC
1082
First Financial Corp
Indiana
$28.5K
PK
1083
Pflug Koory
Nebraska
$28.2K
CFD
1084
Creative Financial Designs
Indiana
$28.1K +$288 +5 +1%
ADL
1085
Asset Dedication LLC
California
$28K
KFI
1086
Key Financial Inc
Pennsylvania
$27.7K +$2.99K +52 +12%
HGERS
1087
Householder Group Estate & Retirement Specialist
Arizona
$25K +$25K +434 New
MA
1088
MCF Advisors
Kentucky
$24.7K
FSWA
1089
Financial Synergies Wealth Advisors
Texas
$24.4K -$11.5K -200 -32%
HWA
1090
Heritage Wealth Advisors
Virginia
$24.2K
GIA
1091
GHP Investment Advisors
Colorado
$23K
TIM
1092
Tortoise Investment Management
New York
$23K
MFG
1093
Mendota Financial Group
Wisconsin
$22.8K
CB
1094
Community Bank
New York
$22.8K
PP
1095
PFS Partners
New Jersey
$21.8K
NECFA
1096
New England Capital Financial Advisors
Connecticut
$19.4K
HWM
1097
HighMark Wealth Management
Minnesota
$19.4K +$1.61K +28 +9%
PMFA
1098
Plante Moran Financial Advisors
Michigan
$19K +$173 +3 +0.9%
Nisa Investment Advisors
1099
Nisa Investment Advisors
Missouri
$19K
CP
1100
Castleview Partners
Texas
$18.8K