We are live on ! Find out more

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
CWP
1076
Concord Wealth Partners
Virginia
$38.2K
FWM
1077
Focused Wealth Management
New York
$38K +$353 +6 +0.9%
CTA
1078
Colonial Trust Advisors
South Carolina
$37.9K -$88.2K -1,500 -70%
CFO
1079
CVA Family Office
Colorado
$37.7K -$14.5K -247 -27%
WAM
1080
Worth Asset Management
Texas
$36.1K +$9.29K +158 +34%
CSWM
1081
Cassady Schiller Wealth Management
Ohio
$36.1K
JFA
1082
JNBA Financial Advisors
Minnesota
$33.5K +$7.47K +127 +28%
VWM
1083
Venturi Wealth Management
Texas
$32.3K +$33K +561 New
FPFS
1084
First Personal Financial Services
North Carolina
$32.2K -$5.88K -100 -15%
PCM
1085
Pointe Capital Management
Michigan
$32.2K +$32.9K +560 New
AFIA
1086
America First Investment Advisors
Nebraska
$31.7K +$32.4K +551 New
TCM
1087
TD Capital Management
Tennessee
$31.6K
FCMT
1088
Founders Capital Management (Texas)
Texas
$31K +$2.77K +47 +9%
FFC
1089
First Financial Corp
Indiana
$28.5K
PK
1090
Pflug Koory
Nebraska
$28.2K
CFD
1091
Creative Financial Designs
Indiana
$28.1K +$294 +5 +1%
ADL
1092
Asset Dedication LLC
California
$28K
KFI
1093
Key Financial Inc
Pennsylvania
$27.7K +$3.06K +52 +12%
HGERS
1094
Householder Group Estate & Retirement Specialist
Arizona
$25K +$25.5K +434 New
MA
1095
MCF Advisors
Kentucky
$24.7K
FSWA
1096
Financial Synergies Wealth Advisors
Texas
$24.4K -$11.8K -200 -32%
HWA
1097
Heritage Wealth Advisors
Virginia
$24.2K
GIA
1098
GHP Investment Advisors
Colorado
$23K
TIM
1099
Tortoise Investment Management
New York
$23K
MFG
1100
Mendota Financial Group
Wisconsin
$22.8K