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 %
CWP
526
Cyndeo Wealth Partners
Florida
$968K
IF
527
Intrua Financial
Texas
$967K -$59K -896 -6%
BMO
528
Beck Mack & Oliver
New York
$964K -$6.58K -100 -0.7%
CIM
529
Confluence Investment Management
Missouri
$964K -$855 -13 -0.1%
BDS
530
Banco de Sabadell
Florida
$964K -$2.51K -38 -0.3%
EA
531
Ellsworth Advisors
Ohio
$962K +$82.8K +1,259 +9%
BWL
532
Bogart Wealth LLC
Virginia
$955K -$216K -3,279 -18%
AFG
533
American Financial Group
Ohio
$954K
MMA
534
Miracle Mile Advisors
California
$954K -$250K -3,805 -21%
NA
535
Navellier & Associates
Nevada
$953K +$1.91K +29 +0.2%
SGI
536
Summit Global Investments
Utah
$950K +$66 +1 +0%
BB
537
Busey Bank
Illinois
$948K -$117K -1,776 -11%
FNBOO
538
First National Bank of Omaha
Nebraska
$946K -$1.71K -26 -0.2%
MJP
539
Michael J. Puzo
$938K
LNC
540
Lincoln National Corp
Pennsylvania
$937K +$178K +2,704 +23%
CTA
541
Chesley Taft & Associates
Illinois
$935K -$1.65K -25 -0.2%
KWM
542
Kingsview Wealth Management
Oregon
$928K -$26.6K -404 -3%
MFG
543
MidWestOne Financial Group
Iowa
$925K -$41.8K -635 -4%
SS
544
Sunbelt Securities
Texas
$925K +$48.6K +739 +6%
AWA
545
Arkadios Wealth Advisors
Georgia
$922K +$30.5K +463 +3%
RCM
546
Radnor Capital Management
Pennsylvania
$918K -$158K -2,402 -15%
CC
547
Courier Capital
New York
$917K +$411K +5,885 +81%
MPI
548
Mairs & Power Inc
Minnesota
$916K
Toronto Dominion Bank
549
Toronto Dominion Bank
Ontario, Canada
$905K +$58.6K +890 +7%
HKIM
550
Hayek Kallen Investment Management
Alabama
$894K -$30.5K -464 -3%