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 %
TC
1126
Truvestments Capital
Florida
$11.9K
PO
1127
Private Ocean
California
$11.9K
WWP
1128
WR Wealth Planners
Missouri
$11.9K +$11.9K +207 New
NSG
1129
Nalls Sherbakoff Group
Tennessee
$11.6K +$11.6K +200 New
PWMG
1130
Prestige Wealth Management Group
New Jersey
$11.5K
MAWCM
1131
Mine & Arao Wealth Creation & Management
California
$11.5K
EWM
1132
Evermay Wealth Management
Virginia
$11.5K
CM
1133
Cornerstone Management
Georgia
$11.5K
FNBOSM
1134
First National Bank of South Miami
Florida
$11.5K
CAM
1135
Costello Asset Management
Pennsylvania
$11.5K
FCAS
1136
First Command Advisory Services
Texas
$11.5K +$11.5K +200 New
JMF
1137
Johnson Midwest Financial
Iowa
$11.4K
JWM
1138
Janiczek Wealth Management
Colorado
$11.4K
SHIM
1139
Stone House Investment Management
Pennsylvania
$10.7K +$10.7K +186 New
RG
1140
Retirement Group
California
$9K +$9K +156 New
GTAM
1141
Global Trust Asset Management
Florida
$8.63K
TF
1142
TimeScale Financial
Massachusetts
$8.06K
VNA
1143
Valley National Advisers
Pennsylvania
$8K
ETC
1144
Exchange Traded Concepts
Oklahoma
$7.6K -$10.8K -187 -59%
CB
1145
Centennial Bank
Arkansas
$7.19K -$70.2K -1,220 -91%
CPA
1146
Cowen Prime Advisors
New York
$7K
CWM
1147
Cedar Wealth Management
California
$6.73K -$5.7K -99 -46%
BHWM
1148
Beaird Harris Wealth Management
Texas
$6.27K -$16.4K -285 -72%
Federated Hermes
1149
Federated Hermes
Pennsylvania
$6.04K -$5.75K -100 -49%
PA
1150
PSI Advisors
Florida
$5.87K