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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
HP
101
Hikari Power
Japan
$19.7M
YCM
102
Yaupon Capital Management
New York
$19.4M +$5.85M +99,446 +42%
SAM
103
Stansberry Asset Management
Texas
$19.2M +$879K +14,948 +5%
HPG
104
Harvest Portfolios Group
Ontario, Canada
$18.6M +$43.9K +747 +0.2%
US Bancorp
105
US Bancorp
Minnesota
$18.1M -$1.93M -32,773 -9%
BCM
106
Becker Capital Management
Oregon
$18.1M -$482K -8,193 -3%
Cerity Partners
107
Cerity Partners
New York
$17.8M +$745K +12,660 +9%
Mariner
108
Mariner
Kansas
$17.7M +$621K +10,549 +4%
S
109
Systrade
Liechtenstein
$17.3M
SGM
110
Skye Global Management
Florida
$17.2M +$17.6M +298,500 New
RJFSA
111
Raymond James Financial Services Advisors
Florida
$17.1M +$2.22M +37,798 +15%
SDIC
112
South Dakota Investment Council
South Dakota
$16.1M
TNB
113
Thomasville National Bank
Georgia
$16.1M +$286K +4,867 +2%
LCM
114
Logan Capital Management
Pennsylvania
$15.8M -$215K -3,647 -1%
GG
115
Greenwood Gearhart
Arkansas
$15.8M +$381K +6,482 +2%
Osaic Holdings
116
Osaic Holdings
Arizona
$15.7M +$983K +16,714 +7%
FWIA
117
Fort Washington Investment Advisors
Ohio
$15.4M
ECG
118
Edge Capital Group
Georgia
$15.3M +$6.87M +116,857 +78%
DC
119
Davenport & Co
Virginia
$15.1M -$306K -5,208 -2%
ACA
120
Anchor Capital Advisors
Massachusetts
$14.7M +$46.1K +783 +0.3%
GD
121
Grandfield & Dodd
New York
$14.4M -$27.1K -460 -0.2%
ECM
122
Evergreen Capital Management
Washington
$14.1M +$279K +4,734 +2%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$14.1M -$779K -13,248 -5%
GL
124
Gemsstock Ltd
United Kingdom
$14M -$4.09M -69,500 -22%
Truist Financial
125
Truist Financial
North Carolina
$13.3M -$504K -8,561 -4%