1,301 hedge funds and large institutions have $22.2B invested in Shell in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 397 increasing their positions, 518 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
+46
Holders Change %
+3.67%
% of All Funds
19.07%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.56%
New
157
Increased
397
Reduced
518
Closed
91
Calls
$760M
Puts
$573M
Net Calls
+$187M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
HAG
426
HF Advisory Group
Maryland
$1.53M -$60.5K -920 -4%
Luther King Capital Management (LKCM)
427
Luther King Capital Management (LKCM)
Texas
$1.53M +$14.8K +225 +1%
CCA
428
Checchi Capital Advisers
California
$1.53M +$146K +2,215 +11%
CCM
429
Chilton Capital Management
Texas
$1.52M -$1.84K -28 -0.1%
HCM
430
Howland Capital Management
Massachusetts
$1.51M -$26.3K -400 -2%
HFS
431
Hantz Financial Services
Michigan
$1.5M -$61.3K -932 -4%
MCM
432
McKinley Capital Management
Alaska
$1.5M +$29.9K +455 +2%
SC
433
Syon Capital
California
$1.49M +$799K +12,147 +115%
IIM
434
Ipswich Investment Management
Massachusetts
$1.49M -$3.29K -50 -0.2%
SI
435
SCP Investment
California
$1.48M +$260K +4,000 +21%
AA
436
Altman Advisors
Illinois
$1.47M +$21.9K +333 +2%
ONB
437
Old National Bancorp
Indiana
$1.46M -$120K -1,817 -8%
KIA
438
KLR Investment Advisors
Rhode Island
$1.45M +$1.45M +22,102 New
ERP
439
Eldred Rock Partners
Texas
$1.44M +$1.44M +21,921 New
SCTC
440
Sanibel Captiva Trust Company
Florida
$1.43M +$1.43M +21,692 New
MWM
441
Mission Wealth Management
California
$1.43M +$212K +3,215 +17%
ACA
442
American Capital Advisory
Idaho
$1.42M +$1.42M +21,576 New
MCM
443
MAI Capital Management
Ohio
$1.42M +$78K +1,185 +6%
BIA
444
Barry Investment Advisors
Massachusetts
$1.41M -$159K -2,419 -10%
GAG
445
GM Advisory Group
New York
$1.4M
APWM
446
Atlas Private Wealth Management
New York
$1.39M +$14.7K +224 +1%
WA
447
Wambolt & Associates
Colorado
$1.38M +$341K +5,189 +33%
CS
448
Crescent Sterling
Louisiana
$1.38M -$27K -411 -2%
EM
449
Excalibur Management
Massachusetts
$1.38M +$9.02K +137 +0.7%
HA
450
Herold Advisors
New York
$1.38M +$5.13K +78 +0.4%