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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
KM
1176
Kalos Management
Georgia
$2.82K +$2.88K +49 New
AIP
1177
Ameritas Investment Partners
Nebraska
$2.56K
TCM
1178
Tradewinds Capital Management
Washington
$2.48K
SWG
1179
Summit Wealth Group
Vermont
$2K +$6.88M +116,979 New
QPBE
1180
Quintet Private Bank (Europe)
Luxembourg
$1.84K +$1.88K +32 New
FA
1181
Fortis Advisors
Pennsylvania
$1.38K
RWPA
1182
Richard W. Paul & Associates
Michigan
$1.27K -$12.1K -206 -90%
C
1183
Covestor
United Kingdom
$1K
TFP
1184
Tilia Fiduciary Partners
North Carolina
$863 +$882 +15 New
GC
1185
Gould Capital
Washington
$575 -$1.18K -20 -67%
MIM
1186
Macroview Investment Management
Maryland
$461
BA
1187
Bellwether Advisors
Nebraska
$306 +$294 +5 New
FGAM
1188
Financial Gravity Asset Management
Texas
$28 +$59 +1 +2%
VWM
1189
Valley Wealth Managers
New Jersey
$15
AFS
1190
Annapolis Financial Services
Maryland
$12
SFCL
1191
Strengthening Families & Communities LLC
Massachusetts
$9 +$9.24K +157 New
Optiver Holding
1192
Optiver Holding
Netherlands
-$63.1M -1,071,747 Closed
SGDR
1193
SPX Gestao de Recursos
Brazil
-$44.2M -776,092 Closed
CIM
1194
Chiron Investment Management
New York
-$24.6M -431,842 Closed
CWM
1195
CIBC World Markets
New York
-$19M -333,400 Closed
CC
1196
Carrhae Capital
United Kingdom
-$10.1M -177,005 Closed
Capital Fund Management (CFM)
1197
Capital Fund Management (CFM)
France
-$9.73M -170,869 Closed
RIA
1198
Recurrent Investment Advisors
Texas
-$9.39K -94,575 Closed
XC
1199
XY Capital
Hong Kong
-$2.75M -48,275 Closed
SC
1200
Shay Capital
New York
-$2.71M -47,500 Closed