1,183 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 422 increasing their positions, 392 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
18.93%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.42%
New
113
Increased
422
Reduced
392
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
201
Hohimer Wealth Management
Washington
$5.65M +$4.55K +79 +0.1%
BFG
202
Bleakley Financial Group
New Jersey
$5.55M +$440K +7,641 +9%
SS
203
Simplicity Solutions
Minnesota
$5.55M +$5.24M +91,149 +1,706%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$5.53M +$656K +11,395 +13%
BIC
205
Beach Investment Counsel
Pennsylvania
$5.5M -$5M -86,899 -48%
LHC
206
Lodge Hill Capital
New York
$5.47M -$575K -10,000 -10%
PVM
207
Palogic Value Management
Texas
$5.44M +$71.7K +1,246 +1%
BMSSC
208
B. Metzler seel. Sohn & Co
Germany
$5.29M +$5.29M +91,953 New
KeyBank National Association
209
KeyBank National Association
Ohio
$5.05M +$48.8K +848 +1%
NCM
210
Nelson Capital Management
California
$5.05M -$285K -4,946 -5%
ClearBridge Investments
211
ClearBridge Investments
New York
$4.97M -$129K -2,242 -3%
KCM
212
Kempner Capital Management
Texas
$4.95M
Deutsche Bank
213
Deutsche Bank
Germany
$4.91M -$6.56K -114 -0.1%
ACIM
214
Azimuth Capital Investment Management
Michigan
$4.86M -$111K -1,935 -2%
CCM
215
Cutler Capital Management
Massachusetts
$4.85M +$625K +10,856 +15%
First Trust Advisors
216
First Trust Advisors
Illinois
$4.77M -$441K -7,659 -8%
SC
217
SouthState Corp
Florida
$4.71M +$91.5K +1,591 +2%
State Street
218
State Street
Massachusetts
$4.69M +$1.34M +23,273 +40%
HCP
219
Hiddenite Capital Partners
New York
$4.66M
BBHC
220
Brown Brothers Harriman & Co
New York
$4.61M +$122K +2,121 +3%
VFM
221
Viking Fund Management
North Dakota
$4.6M
VOYA Investment Management
222
VOYA Investment Management
Georgia
$4.52M +$404K +7,027 +10%
BWM
223
Bulltick Wealth Management
Florida
$4.49M +$1.18M +20,520 +36%
CAN
224
Cetera Advisor Networks
California
$4.42M -$152K -2,639 -3%
EWA
225
Exencial Wealth Advisors
Oklahoma
$4.32M -$894K -15,545 -17%