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 %
SYBT
451
Stock Yards Bank & Trust
Kentucky
$1.35M -$119K -1,801 -8%
KLWA
452
Kelly Lawrence W & Associates
California
$1.34M -$132K -2,000 -9%
GLR
453
Great Lakes Retirement
Ohio
$1.33M +$1.33M +20,280 New
IC
454
IEQ Capital
California
$1.33M +$42K +639 +3%
HP
455
Hartree Partners
New York
$1.33M +$1.33M +20,160 New
RSC
456
Red Spruce Capital
Pennsylvania
$1.33M +$4.61K +70 +0.3%
ST
457
SAL Trading
Pennsylvania
$1.32M
LFAS
458
Level Four Advisory Services
Texas
$1.32M -$174K -2,641 -12%
GT
459
Greenleaf Trust
Michigan
$1.32M +$144K +2,182 +12%
QIM
460
Quest Investment Management
Oregon
$1.32M
CI
461
Clal Insurance
Israel
$1.32M +$263K +4,000 +25%
BFIM
462
Beese Fulmer Investment Management
Ohio
$1.32M
SFS
463
Sowell Financial Services
Arkansas
$1.31M -$6.85K -104 -0.5%
PP
464
Pingora Partners
Wyoming
$1.31M +$1.31M +19,845 New
WA
465
WealthTrust Axiom
Pennsylvania
$1.29M -$13.6K -206 -1%
IDBONY
466
Israel Discount Bank of New York
New York
$1.29M -$3.03K -46 -0.2%
CIA
467
Concurrent Investment Advisors
Florida
$1.28M +$1.28M +19,426 New
WS
468
Wedbush Securities
California
$1.26M +$18.4K +279 +1%
AFG
469
Atomi Financial Group
New York
$1.26M +$1.01M +15,344 +400%
WTC
470
WhitTier Trust Company
Nevada
$1.26M +$7.43K +113 +0.6%
IAA
471
Independent Advisor Alliance
North Carolina
$1.24M -$22.6K -343 -2%
WFI
472
West Family Investments
California
$1.24M
SC
473
Solstein Capital
California
$1.23M +$6.05K +92 +0.5%
WT
474
Whittier Trust
California
$1.22M -$66.2K -1,006 -5%
VT
475
Vise Technologies
New York
$1.22M +$67.4K +1,024 +6%