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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
PPWM
1126
PFG Private Wealth Management
Florida
$14.4K -$824 -14 -5%
NFSG
1127
Newbridge Financial Services Group
Florida
$14.4K
PP
1128
Pacifica Partners
Canada
$14.2K +$4.76K +81 +52%
OLVIG
1129
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K -$5.76K -98 -29%
CBT
1130
Central Bank & Trust
Kentucky
$13.2K
CWC
1131
Carolinas Wealth Consulting
North Carolina
$13.2K
CBT
1132
CoreFirst Bank & Trust
Kansas
$12.5K
PO
1133
Private Ocean
California
$11.9K
TC
1134
Truvestments Capital
Florida
$11.9K
WWP
1135
WR Wealth Planners
Missouri
$11.9K +$12.2K +207 New
NSG
1136
Nalls Sherbakoff Group
Tennessee
$11.6K +$11.8K +200 New
CM
1137
Cornerstone Management
Georgia
$11.5K
CAM
1138
Costello Asset Management
Pennsylvania
$11.5K
EWM
1139
Evermay Wealth Management
Virginia
$11.5K
FNBOSM
1140
First National Bank of South Miami
Florida
$11.5K
MAWCM
1141
Mine & Arao Wealth Creation & Management
California
$11.5K
PWMG
1142
Prestige Wealth Management Group
New Jersey
$11.5K
FCAS
1143
First Command Advisory Services
Texas
$11.5K +$11.8K +200 New
JMF
1144
Johnson Midwest Financial
Iowa
$11.4K
JWM
1145
Janiczek Wealth Management
Colorado
$11.4K
SHIM
1146
Stone House Investment Management
Pennsylvania
$10.7K +$10.9K +186 New
RG
1147
Retirement Group
California
$9K +$9.18K +156 New
GTAM
1148
Global Trust Asset Management
Florida
$8.63K
TF
1149
TimeScale Financial
Massachusetts
$8.06K
VNA
1150
Valley National Advisers
Pennsylvania
$8K