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 %
NHC
501
Nicholas Hoffman & Company
Georgia
$1.1M -$56.6K -860 -5%
HH
502
Hilltop Holdings
Texas
$1.09M +$24.9K +379 +2%
WANY
503
Wealthspire Advisors (New York)
New York
$1.08M -$11.5K -175 -1%
CSIC
504
Clifford Swan Investment Counsel
California
$1.07M -$17.4K -265 -2%
OPCM
505
Osborne Partners Capital Management
California
$1.07M -$11.1K -169 -1%
TCM
506
Traynor Capital Management
Pennsylvania
$1.07M -$34.7K -527 -3%
BEAM
507
Baker Ellis Asset Management
Washington
$1.07M
MIH
508
Meitav Investment House
Israel
$1.06M -$768K -11,675 -42%
GFG
509
Greystone Financial Group
Michigan
$1.06M -$60.5K -920 -5%
PA
510
Profund Advisors
Maryland
$1.05M +$273K +4,143 +35%
PS
511
Principal Securities
Iowa
$1.05M +$1.05M +15,935 New
MIP
512
Marietta Investment Partners
Wisconsin
$1.05M
AWM
513
Apollon Wealth Management
South Carolina
$1.03M +$278K +4,232 +37%
ISL
514
Ingalls & Snyder LLC
New York
$1.03M -$47.9K -728 -4%
HSA
515
HBK Sorce Advisory
Pennsylvania
$1.03M -$8.03K -122 -0.8%
CGL
516
Clarius Group LLC
Washington
$1.02M +$73K +1,109 +8%
TSW
517
Thompson Siegel & Walmsley
Virginia
$1.02M
Lido Advisors
518
Lido Advisors
California
$1.01M +$228K +3,462 +29%
NIM
519
Northeast Investment Management
Massachusetts
$1.01M +$489K +7,428 +93%
AWM
520
Absher Wealth Management
North Carolina
$1.01M -$7.24K -110 -0.7%
PL
521
Perpetual Ltd
Australia
$1.01M
HSBC Holdings
522
HSBC Holdings
United Kingdom
$998K -$515K -7,831 -34%
AWA
523
Arete Wealth Advisors
Illinois
$991K -$47.6K -723 -5%
CFM
524
Coronation Fund Managers
South Africa
$988K -$419K -6,375 -30%
WA
525
Wealth Alliance
New York
$987K -$18.6K -283 -2%