We are live on ! Find out more

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
BRM
1226
Boston Research & Management
Massachusetts
-$378K -6,644 Closed
SAMC
1227
Spectrum Asset Management (California)
California
-$359K -6,300 Closed
AT
1228
Arvest Trust
Oklahoma
-$346K -6,075 Closed
MA
1229
MBA Advisors
Pennsylvania
-$323K -5,667 Closed
MFG
1230
Merit Financial Group
Georgia
-$314K -5,511 Closed
SCM
1231
Stonebridge Capital Management
California
-$306K -5,366 Closed
FC
1232
FORA Capital
Florida
-$284K -4,988 Closed
AC
1233
AXQ Capital
New Jersey
-$271K -4,762 Closed
MCC
1234
Money Concepts Capital
Florida
-$261K -4,590 Closed
NAG
1235
Northstar Advisory Group
New Jersey
-$256K -4,497 Closed
DCM
1236
DGS Capital Management
New Jersey
-$247K -4,340 Closed
MP
1237
McDonald Partners
Ohio
-$244K -4,293 Closed
SWA
1238
SFMG Wealth Advisors
Texas
-$239K -4,193 Closed
AWM
1239
Axxcess Wealth Management
California
-$236K -4,140 Closed
KIA
1240
KLR Investment Advisors
Rhode Island
-$235K -4,123 Closed
ACA
1241
Aptus Capital Advisors
Alabama
-$232K -4,079 Closed
FNFDCM
1242
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$231K -4,054 Closed
Wealth Enhancement Advisory Services
1243
Wealth Enhancement Advisory Services
Minnesota
-$237K -4,050 Closed
CIC
1244
Carnegie Investment Counsel
Ohio
-$231K -4,049 Closed
IDA
1245
Intelligence Driven Advisers
California
-$227K -3,972 Closed
HC
1246
Hamilton Capital
Ohio
-$219K -3,844 Closed
CHP
1247
Cable Hill Partners
Oregon
-$216K -3,797 Closed
JIC
1248
Joel Isaacson & Co
New York
-$215K -3,772 Closed
HI
1249
Hudock Inc
Pennsylvania
-$211K -3,710 Closed
SBWIC
1250
Schaper Benz & Wise Investment Counsel
Wisconsin
-$209K -3,665 Closed