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 %
MLA
1151
MB, Levis & Associates
Pennsylvania
$5.75K
BCM
1152
Blume Capital Management
California
$5.75K
RTL
1153
Red Tortoise LLC
Georgia
$5.75K
CIA
1154
Cape Investment Advisory
Georgia
$5.75K +$5.75K +100 New
FCA
1155
Fortis Capital Advisors
Kansas
$5.41K +$58 +1 +1%
MTIC
1156
Missouri Trust & Investment Company
Missouri
$4.72K +$4.72K +82 New
BLC
1157
Brown, Lisle/Cummings
Rhode Island
$4.32K
QC
1158
Quent Capital
New York
$4.17K
EAM
1159
Eukles Asset Management
Ohio
$4.03K
TAIM
1160
TD Ameritrade Investment Management
Nebraska
$4K
WAS
1161
Winch Advisory Services
Wisconsin
$4K
BAM
1162
Byrne Asset Management
New Jersey
$4K +$4K +64 New
PSB
1163
Piscataqua Savings Bank
New Hampshire
$3.74K -$46.5K -809 -93%
BIA
1164
Bell Investment Advisors
California
$3.51K +$1.9K +33 +118%
MWM
1165
Mascoma Wealth Management
New Hampshire
$3.35K
JGIA
1166
Jackson Grant Investment Advisers
Connecticut
$3.34K
RI
1167
Ridgewood Investments
New Jersey
$3.28K +$3.28K +57 New
ANBT
1168
American National Bank & Trust
Texas
$2.99K -$104K -1,802 -97%
KM
1169
Kalos Management
Georgia
$2.82K +$2.82K +49 New
AIP
1170
Ameritas Investment Partners
Nebraska
$2.56K
TCM
1171
Tradewinds Capital Management
Washington
$2.48K
SWG
1172
Summit Wealth Group
Vermont
$2K +$2K +116,979 New
QPBE
1173
Quintet Private Bank (Europe)
Luxembourg
$1.84K +$1.84K +32 New
FA
1174
Fortis Advisors
Pennsylvania
$1.38K
RWPA
1175
Richard W. Paul & Associates
Michigan
$1.27K -$11.9K -206 -90%