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 %
HWA
1101
Heritage Wealth Advisors
Virginia
$25.4K
MFG
1102
Mendota Financial Group
Wisconsin
$25.1K
TSWM
1103
Tyler-Stone Wealth Management
Ohio
$23K +$23K +386 New
VF
1104
VitalStone Financial
Texas
$23K +$23K +405 New
PP
1105
PFS Partners
New Jersey
$22.8K
PMFA
1106
Plante Moran Financial Advisors
Michigan
$22.6K +$2.6K +43 +13%
FA
1107
Fiduciary Alliance
South Carolina
$22.5K +$22.5K +372 New
WIM
1108
WealthPlan Investment Management
Nebraska
$22K +$3.62K +60 +20%
GKIM
1109
GW&K Investment Management
Massachusetts
$21K +$21K +341 New
T2I
1110
Turim 21 Investimentos
Brazil
$20.8K +$20.8K +345 New
TC
1111
Trust Company
Kansas
$20.8K +$20.8K +344 New
NECFA
1112
New England Capital Financial Advisors
Connecticut
$20.4K
HWM
1113
HighMark Wealth Management
Minnesota
$20.2K -$121 -2 -0.6%
PP
1114
Pacifica Partners
Canada
$20.1K +$5.99K +100 +42%
CP
1115
Castleview Partners
Texas
$19.7K
AP
1116
Atwood & Palmer
Missouri
$19.6K
AWM
1117
Atticus Wealth Management
Florida
$19.1K +$2.54K +42 +15%
MA
1118
MCF Advisors
Kentucky
$18.8K -$7.13K -118 -27%
BONH
1119
Bank of New Hampshire
New Hampshire
$18.7K
AT
1120
Avalon Trust
New Mexico
$18.5K
LFG
1121
Larson Financial Group
Missouri
$18.5K -$26.1K -433 -59%
SVCP
1122
Silicon Valley Capital Partners
California
$18.4K +$18.4K +305 New
ACM
1123
Antonetti Capital Management
Florida
$18.1K
HC
1124
Hoese & Co
Minnesota
$18.1K
SC
1125
Stephens Consulting
Michigan
$18.1K