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 %
TFM
1076
TFC Financial Management
Massachusetts
$44.7K +$44.7K +741 New
RMC
1077
Resources Management Corp
Connecticut
$44K -$121K -1,979 -73%
HWA
1078
HHM Wealth Advisors
Tennessee
$42.9K +$1.69K +28 +4%
IGWM
1079
ICA Group Wealth Management
Colorado
$40.8K -$108K -1,796 -73%
FWM
1080
Focused Wealth Management
New York
$40.2K +$302 +5 +0.8%
CWP
1081
Concord Wealth Partners
Virginia
$40.1K
CTA
1082
Colonial Trust Advisors
South Carolina
$39.7K
IFAM
1083
Institutional & Family Asset Management
Colorado
$38.9K -$8.51K -141 -18%
Nisa Investment Advisors
1084
Nisa Investment Advisors
Missouri
$36.8K +$17K +282 +86%
DJSG
1085
D.J. St. Germain
Massachusetts
$36.1K +$36.1K +598 New
FPFS
1086
First Personal Financial Services
North Carolina
$33.8K
AFIA
1087
America First Investment Advisors
Nebraska
$33.3K
TCM
1088
TD Capital Management
Tennessee
$33.2K
GGI
1089
Godsey & Gibb Inc
Virginia
$33.1K -$36.2K -600 -52%
GIA
1090
GHP Investment Advisors
Colorado
$33.1K +$8.12K +130 +33%
FCMT
1091
Founders Capital Management (Texas)
Texas
$33K
BWM
1092
BerganKDV Wealth Management
Minnesota
$32.8K -$8.63K -143 -21%
TIM
1093
Tortoise Investment Management
New York
$30.2K +$6.04K +100 +25%
MFA
1094
McClarren Financial Advisors
Pennsylvania
$30K +$30K +509 New
CFD
1095
Creative Financial Designs
Indiana
$29.8K +$302 +5 +1%
PK
1096
Pflug Koory
Nebraska
$29.6K
KFI
1097
Key Financial Inc
Pennsylvania
$29.1K +$60 +1 +0.2%
JFA
1098
JNBA Financial Advisors
Minnesota
$27.5K -$7.67K -127 -22%
BWS
1099
Buck Wealth Strategies
Colorado
$27.2K +$27.2K +450 New
FFC
1100
First Financial Corp
Indiana
$25.5K -$4.41K -73 -15%