1,255 hedge funds and large institutions have $21B invested in Shell in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 469 increasing their positions, 393 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+60
Holders Change %
+5.02%
% of All Funds
20.01%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
134
Increased
469
Reduced
393
Closed
60
Calls
$791M
Puts
$501M
Net Calls
+$290M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1201
Truvestments Capital
Florida
$13.3K
PO
1202
Private Ocean
California
$13.3K
CAM
1203
Costello Asset Management
Pennsylvania
$12.9K
EWM
1204
Evermay Wealth Management
Virginia
$12.9K
NSG
1205
Nalls Sherbakoff Group
Tennessee
$12.9K
PWMG
1206
Prestige Wealth Management Group
New Jersey
$12.9K
MAWCM
1207
Mine & Arao Wealth Creation & Management
California
$12.9K
JMF
1208
Johnson Midwest Financial
Iowa
$12.7K
HGERS
1209
Householder Group Estate & Retirement Specialist
Arizona
$12.6K +$12.6K +196 New
SHIM
1210
Stone House Investment Management
Pennsylvania
$12.2K +$129 +2 +1%
CFS
1211
CGC Financial Services
Oregon
$12K
HWP
1212
Hibernia Wealth Partners
Louisiana
$11.8K +$11.8K +184 New
GTAM
1213
Global Trust Asset Management
Florida
$9.66K
RG
1214
Retirement Group
California
$9.4K -$644 -10 -6%
MIA
1215
Milestone Investment Advisors
Wisconsin
$9.34K +$9.34K +145 New
AGWCA
1216
Annis Gardner Whiting Capital Advisors
Florida
$9.21K +$9.21K +143 New
JGIA
1217
Jackson Grant Investment Advisers
Connecticut
$9.14K
GWSG
1218
GPS Wealth Strategies Group
Colorado
$9.01K
CB
1219
Centennial Bank
Arkansas
$8.05K
VNA
1220
Valley National Advisers
Pennsylvania
$8K
CWM
1221
Cedar Wealth Management
California
$7.53K
WWP
1222
WR Wealth Planners
Missouri
$7.02K -$3.54K -55 -34%
FSWA
1223
Financial Synergies Wealth Advisors
Texas
$6.67K
PA
1224
PSI Advisors
Florida
$6.57K
RTL
1225
Red Tortoise LLC
Georgia
$6.57K +$64 +1 +1%