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 %
PWPS
551
Pinnacle Wealth Planning Services
Ohio
$891K -$4.8K -73 -0.5%
ST
552
Sentinel Trust
Texas
$890K -$1.84M -28,000 -67%
SRC
553
Sage Rhino Capital
California
$887K -$2.9K -44 -0.3%
LFA
554
Legacy Financial Advisors
Kentucky
$868K +$91.2K +1,386 +12%
DWT
555
Dorsey & Whitney Trust
South Dakota
$863K -$6.32K -96 -0.7%
GFA
556
Gallagher Fiduciary Advisors
Illinois
$863K -$58.1K -883 -6%
LDB
557
Lee, Danner & Bass
Tennessee
$862K -$260K -3,949 -23%
LSAG
558
Lake Street Advisors Group
New Hampshire
$859K -$1.71K -26 -0.2%
FIM
559
Freedom Investment Management
Connecticut
$855K -$88.4K -1,343 -9%
TIAA Trust, National Association
560
TIAA Trust, National Association
North Carolina
$851K -$35.7K -543 -4%
MG
561
Mather Group
Illinois
$850K
TCOT
562
Trust Company of Toledo
Ohio
$843K -$85.9K -1,306 -9%
TYCC
563
Texas Yale Capital Corp
Florida
$839K
DAS
564
Dynamic Advisor Solutions
Arizona
$838K +$23.3K +354 +3%
PGIM
565
Pacific Global Investment Management
California
$836K +$50.2K +763 +6%
SIC
566
Shoker Investment Counsel
Ohio
$835K +$7.9K +120 +1%
DP
567
Dearborn Partners
Illinois
$834K -$127K -1,927 -13%
KWA
568
Kingswood Wealth Advisors
California
$834K -$871K -13,236 -51%
EWM
569
EPG Wealth Management
Georgia
$833K +$833K +13,142 New
HPM
570
Hudson Portfolio Management
New York
$831K -$12K -183 -1%
SWS
571
SYSTM Wealth Solutions
Illinois
$823K -$97.8K -1,486 -11%
NL
572
NVWM LLC
Pennsylvania
$823K -$21.7K -330 -3%
MA
573
MONECO Advisors
Connecticut
$822K +$578K +8,791 +237%
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$817K
MA
575
Mutual Advisors
Nebraska
$813K +$16.6K +252 +2%