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
IFWM
1251
Institute for Wealth Management
Colorado
-$204K -3,580 Closed
SI
1252
Sprott Inc
Ontario, Canada
-$202K -3,550 Closed
FWM
1253
FMB Wealth Management
California
-$201K -3,536 Closed
AWM
1254
Accurate Wealth Management
Florida
-$86.8K -1,490 Closed
MS
1255
Marshall & Sullivan
Washington
-$68.3K -1,200 Closed
Acadian Asset Management
1256
Acadian Asset Management
Massachusetts
-$63K -1,120 Closed
MS
1257
Madden Securities
Texas
-$61K -1,072 Closed
ACP
1258
Arcus Capital Partners
Georgia
-$54.8K -963 Closed
WA
1259
Win Advisors
Florida
-$51.1K -898 Closed
MWM
1260
MinichMacGregor Wealth Management
New York
-$33.9K -595 Closed
CA
1261
Corrado Advisors
New Jersey
-$30.4K -533 Closed
CF
1262
Concorde Financial
Texas
-$24.9K -500 Closed
3IP
1263
3Chopt Investment Partners
Virginia
-$25.1K -440 Closed
HNWAG
1264
High Net Worth Advisory Group
Florida
-$24.6K -432 Closed
VF
1265
VitalStone Financial
Texas
-$23K -405 Closed
OIA
1266
Optimum Investment Advisors
Illinois
-$22.8K -400 Closed
JFGIW
1267
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$17.2K -302 Closed
DWP
1268
Destiny Wealth Partners
Florida
-$11.6K -203 Closed
WI
1269
WJ Interests
Texas
-$8.88K -156 Closed
STCOSD
1270
Sageworth Trust Company of South Dakota
South Dakota
-$9K -155 Closed
OA
1271
Operose Advisors
Wisconsin
-$5.7K -100 Closed
AF
1272
Affiance Financial
Minnesota
-$4.73K -83 Closed
GIA
1273
Goodwin Investment Advisory
Georgia
-$2.85K -50 Closed
CAM
1274
CenterStar Asset Management
Illinois
-$892
EWA
1275
EP Wealth Advisors
California
+$6.12M +104,105 +956%