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 %
IA
476
IFP Advisors
Florida
$1.21M +$9.28K +141 +0.8%
HAIM
477
Hunter Associates Investment Management
Pennsylvania
$1.21M -$98.9K -1,500 -8%
LI
478
Louisbourg Investments
New Brunswick, Canada
$1.2M +$1.2M +18,290 New
PCIA
479
Prime Capital Investment Advisors
Kansas
$1.2M +$292K +4,437 +32%
SRC
480
Shufro Rose & Co
New York
$1.2M +$12.9K +200 +1%
MFIM
481
Mesirow Financial Investment Management
Illinois
$1.2M +$1.2M +18,196 New
Manulife (Manufacturers Life Insurance)
482
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M -$81.3K -1,236 -6%
WAM
483
WNY Asset Management
New York
$1.19M -$6.58K -100 -0.6%
CCB
484
Cutter & Co Brokerage
Missouri
$1.19M -$251K -3,821 -17%
SCM
485
SOL Capital Management
Maryland
$1.18M -$98.7K -1,500 -8%
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.17M -$15.5K -246 -1%
GT
487
Glenview Trust
Kentucky
$1.17M +$3.16K +48 +0.3%
RFM
488
Royal Fund Management
Florida
$1.17M +$57.2K +869 +5%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$1.17M +$40.2K +611 +4%
WB
490
WesBanco Bank
West Virginia
$1.17M -$391K -5,940 -25%
Rafferty Asset Management
491
Rafferty Asset Management
New York
$1.17M -$1.24M -18,787 -51%
AW
492
Apricus Wealth
South Carolina
$1.16M +$117K +1,775 +11%
RB
493
Rodgers Brothers
Pennsylvania
$1.16M -$6.58K -100 -0.6%
AAM
494
Auxier Asset Management
Oregon
$1.16M -$53.6K -815 -4%
GC
495
Guggenheim Capital
Illinois
$1.15M +$2.37K +36 +0.2%
CA
496
Clearstead Advisors
Ohio
$1.14M -$1.09M -16,580 -49%
DF
497
Donoghue Forlines
Massachusetts
$1.13M +$39.7K +604 +4%
ITC
498
Inspire Trust Company
Nevada
$1.12M +$1.12M +17,039 New
PA
499
Parallel Advisors
California
$1.12M +$15.7K +238 +1%
NLP
500
Next Level Private
New York
$1.1M +$1.65K +25 +0.1%