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 %
CBT
1126
CoreFirst Bank & Trust
Kansas
$18.1K +$5.01K +83 +38%
UIA
1127
Ulland Investment Advisors
Minnesota
$18K
CA
1128
Centerpoint Advisors
Massachusetts
$18K
LF
1129
Lee Financial
Texas
$17.3K
FGAM
1130
Financial Gravity Asset Management
Texas
$17.3K +$577 +2 +3%
2L
1131
25 LLC
Missouri
$15.8K +$186 +3 +1%
Allspring Global Investments
1132
Allspring Global Investments
North Carolina
$15.7K
KFS
1133
Kelly Financial Services
Massachusetts
$15.5K
RCM
1134
Raleigh Capital Management
North Carolina
$15.5K +$121 +2 +0.8%
PPWM
1135
PFG Private Wealth Management
Florida
$15.1K
OLVIG
1136
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K +$60 +1 +0.4%
JWM
1137
Janiczek Wealth Management
Colorado
$14.4K +$3.38K +56 +31%
FRA
1138
Front Row Advisors
California
$14K -$1.46K -24 -9%
CBT
1139
Central Bank & Trust
Kentucky
$13.9K
CWC
1140
Carolinas Wealth Consulting
North Carolina
$13.7K -$121 -2 -0.9%
AIC
1141
Archer Investment Corporation
Indiana
$13.5K -$33.5K -555 -71%
PO
1142
Private Ocean
California
$12.5K
TC
1143
Truvestments Capital
Florida
$12.5K
MAWCM
1144
Mine & Arao Wealth Creation & Management
California
$12.1K
EWM
1145
Evermay Wealth Management
Virginia
$12.1K
CAM
1146
Costello Asset Management
Pennsylvania
$12.1K
PWMG
1147
Prestige Wealth Management Group
New Jersey
$12.1K
FNBOSM
1148
First National Bank of South Miami
Florida
$12.1K
JMF
1149
Johnson Midwest Financial
Iowa
$12K
SHIM
1150
Stone House Investment Management
Pennsylvania
$11.3K +$60 +1 +0.5%