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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
BCM
1201
Bayesian Capital Management
New York
-$2.43M -42,697 Closed
MCM
1202
Moore Capital Management
New York
-$2.26M -39,617 Closed
OMC
1203
Old Mission Capital
Illinois
-$2.09M -36,632 Closed
Artisan Partners
1204
Artisan Partners
Wisconsin
-$1.97M -34,569 Closed
LIP
1205
Lighthouse Investment Partners
Florida
-$1.93M -33,878 Closed
IM
1206
Islet Management
New York
-$1.71M -30,000 Closed
SCI
1207
Stableford Capital II
Arizona
-$1.55M -26,659 Closed
HCMT
1208
Highland Capital Management (Tennessee)
Tennessee
-$1.51M -26,454 Closed
CS
1209
Candriam SCA
Luxembourg
-$1.48M -26,075 Closed
Marshall Wace
1210
Marshall Wace
United Kingdom
-$1.37M -24,121 Closed
FTUS
1211
Flow Traders U.S.
New York
-$1.22M -21,457 Closed
CCIA
1212
Campbell & Co Investment Adviser
Maryland
-$1.06M -18,673 Closed
CI
1213
Clal Insurance
Israel
-$968K -17,000 Closed
RCM
1214
Radnor Capital Management
Pennsylvania
-$948K -16,528 Closed
QT
1215
Quantbot Technologies
New York
-$853K -14,976 Closed
ICA
1216
Infrastructure Capital Advisors
New York
-$729K -12,793 Closed
SW
1217
SlateStone Wealth
Florida
-$725K -12,730 Closed
TG
1218
TCW Group
California
-$692K -12,146 Closed
SSG
1219
Summit Securities Group
New York
-$592K -10,400 Closed
SCM
1220
Shelton Capital Management
Colorado
-$570K -10,000 Closed
SG
1221
StoneX Group
New York
-$541K -9,502 Closed
MSS
1222
Mitchell Sinkler & Starr
Pennsylvania
-$470K -8,255 Closed
WWC
1223
Waypoint Wealth Counsel
Georgia
-$456K -8,000 Closed
SJIM
1224
St. Johns Investment Management
Florida
-$444K -7,802 Closed
BPCE
1225
Bank Pictet & Cie (Europe)
Germany
-$416K -7,300 Closed