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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
CSS
151
Cubist Systematic Strategies
Connecticut
$9.35M +$9.31M +158,332 +3,731%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$9.16M -$2.16M -36,715 -19%
SCP
153
Stamos Capital Partners
California
$8.8M +$993K +16,880 +12%
SIA
154
Sit Investment Associates
Minnesota
$8.34M +$1.13M +19,280 +15%
MNG
155
Manning & Napier Group
New York
$8.15M -$320K -5,439 -4%
IWA
156
IBEX Wealth Advisors
New Jersey
$8.05M +$83.4K +1,418 +1%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$8.05M +$616K +10,478 +8%
JCM
158
Janney Capital Management
Pennsylvania
$8.03M -$69.5K -1,182 -0.8%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$8.02M +$665K +11,310 +9%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$7.84M +$785K +13,346 +11%
SEI Investments
161
SEI Investments
Pennsylvania
$7.78M +$430K +7,308 +6%
AIA
162
Avalon Investment & Advisory
Texas
$7.69M -$133K -2,264 -2%
Creative Planning
163
Creative Planning
Kansas
$7.65M -$843K -14,336 -10%
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$7.42M +$823K +13,990 +12%
GT
165
Glenmede Trust
Pennsylvania
$7.38M +$1.5M +25,544 +25%
BFA
166
Bragg Financial Advisors
North Carolina
$7.24M +$189K +3,216 +3%
NRS
167
Neville Rodie & Shaw
New York
$7.23M -$17.6K -300 -0.2%
TIM
168
Thornburg Investment Management
New Mexico
$7.15M -$136K -2,313 -2%
RCM
169
Regency Capital Management
Hawaii
$7.1M +$156K +2,646 +2%
AWAG
170
ARS Wealth Advisors Group
Florida
$7.05M +$1.88M +31,871 +35%
EIA
171
Edgemoor Investment Advisors
Maryland
$7.05M +$46.3K +787 +0.6%
WC
172
Woodstock Corp
Massachusetts
$6.96M +$164K +2,788 +2%
LG
173
Leuthold Group
Minnesota
$6.93M -$158K -2,689 -2%
TC
174
TownSquare Capital
Utah
$6.86M -$90.4K -1,536 -1%
TWC
175
TD Waterhouse Canada
Ontario, Canada
$6.76M +$54.4K +924 +0.9%