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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
ETC
1151
Exchange Traded Concepts
Oklahoma
$7.59K -$11K -187 -59%
CB
1152
Centennial Bank
Arkansas
$7.19K -$71.8K -1,220 -91%
CPA
1153
Cowen Prime Advisors
New York
$7K
CWM
1154
Cedar Wealth Management
California
$6.73K -$5.82K -99 -46%
BHWM
1155
Beaird Harris Wealth Management
Texas
$6.27K -$16.8K -285 -72%
Federated Hermes
1156
Federated Hermes
Pennsylvania
$6.04K -$5.88K -100 -49%
PA
1157
PSI Advisors
Florida
$5.87K
BCM
1158
Blume Capital Management
California
$5.75K
MLA
1159
MB, Levis & Associates
Pennsylvania
$5.75K
RTL
1160
Red Tortoise LLC
Georgia
$5.75K
CIA
1161
Cape Investment Advisory
Georgia
$5.75K +$5.88K +100 New
FCA
1162
Fortis Capital Advisors
Kansas
$5.41K +$59 +1 +1%
MTIC
1163
Missouri Trust & Investment Company
Missouri
$4.72K +$4.82K +82 New
BLC
1164
Brown, Lisle/Cummings
Rhode Island
$4.32K
QC
1165
Quent Capital
New York
$4.17K
EAM
1166
Eukles Asset Management
Ohio
$4.03K
TAIM
1167
TD Ameritrade Investment Management
Nebraska
$4K
WAS
1168
Winch Advisory Services
Wisconsin
$4K
BAM
1169
Byrne Asset Management
New Jersey
$4K +$3.77K +64 New
PSB
1170
Piscataqua Savings Bank
New Hampshire
$3.74K -$47.6K -809 -93%
BIA
1171
Bell Investment Advisors
California
$3.51K +$1.94K +33 +118%
MWM
1172
Mascoma Wealth Management
New Hampshire
$3.35K
JGIA
1173
Jackson Grant Investment Advisers
Connecticut
$3.34K
RI
1174
Ridgewood Investments
New Jersey
$3.28K +$3.35K +57 New
ANBT
1175
American National Bank & Trust
Texas
$2.99K -$106K -1,802 -97%