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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
M&T Bank
126
M&T Bank
New York
$13.2M +$151K +2,575 +1%
JMPWA
127
JP Morgan Private Wealth Advisors
California
$13.1M -$1.19M -20,268 -8%
EPAM
128
Euro Pacific Asset Management
Puerto Rico
$12.7M +$8.68M +147,475 +201%
AAIM
129
American Assets Investment Management
California
$12.7M
TWI
130
Thomas White International
Illinois
$12.6M +$1.83M +31,091 +17%
NEI
131
Northwest & Ethical Investments
Ontario, Canada
$12.4M +$1.81M +30,720 +17%
First Eagle Investment Management
132
First Eagle Investment Management
New York
$12.3M +$1.58M +26,810 +14%
SFI
133
Susquehanna Fundamental Investments
Pennsylvania
$11.9M -$4.07M -69,145 -25%
VHAM
134
Van Hulzen Asset Management
California
$11.8M
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$1.13M +19,225 +10%
TAM
136
Tocqueville Asset Management
New York
$11.6M -$220K -3,735 -2%
CCB
137
Country Club Bank
Missouri
$11.5M -$1.88M -31,910 -14%
CK
138
Cohen Klingenstein
New York
$11.4M
FNBT
139
FineMark National Bank & Trust
Florida
$11M +$263K +4,471 +2%
WJA
140
Willis Johnson & Associates
Texas
$11M +$2.03M +34,429 +22%
AAS
141
Avantax Advisory Services
Texas
$10.9M -$35.4K -601 -0.3%
SC
142
Scotia Capital
Ontario, Canada
$10.8M +$85.4K +1,452 +0.8%
OAM
143
Oppenheimer Asset Management
New York
$10.6M -$1.48M -25,114 -12%
CGH
144
Crossmark Global Holdings
Texas
$10.4M +$77.1K +1,310 +0.7%
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$10.3M +$4.13M +70,283 +65%
DADC
146
D.A. Davidson & Co
Montana
$10.2M +$509K +8,657 +5%
ERSOT
147
Employees Retirement System of Texas
Texas
$9.75M -$3.64M -61,915 -27%
NAMA
148
Nikko Asset Management Americas
New York
$9.72M -$349K -5,933 -4%
AIA
149
Allied Investment Advisors
Montana
$9.66M -$85.8K -1,458 -0.9%
Sumitomo Mitsui Trust Group
150
Sumitomo Mitsui Trust Group
Japan
$9.54M -$348K -5,911 -3%