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 %
MGWM
576
Marks Group Wealth Management
Minnesota
$813K -$89.4K -1,359 -10%
WIM
577
Waverton Investment Management
United Kingdom
$806K
OA
578
Oxbow Advisors
Texas
$805K
Bessemer Group
579
Bessemer Group
New Jersey
$803K +$5.07K +77 +0.6%
POIA
580
Pin Oak Investment Advisors
Texas
$802K -$4.93K -75 -0.6%
MGIA
581
Moneta Group Investment Advisors
Missouri
$801K +$69.8K +1,061 +10%
DG
582
DMC Group
Alabama
$800K -$30.7K -466 -4%
TWD
583
True Wealth Design
Ohio
$797K -$44.3K -674 -5%
BWCS
584
Beirne Wealth Consulting Services
Connecticut
$794K +$794K +12,062 New
CG
585
Caprock Group
Idaho
$793K +$7.04K +107 +0.9%
JWCA
586
J.W. Cole Advisors
Florida
$791K +$124K +1,878 +19%
JIR
587
James Investment Research
Ohio
$791K +$791K +12,018 New
AMIM
588
Aull & Monroe Investment Management
Alabama
$786K -$13.3K -202 -2%
EWA
589
EP Wealth Advisors
California
$786K -$141K -2,150 -15%
First Manhattan
590
First Manhattan
New York
$784K -$14.7K -223 -2%
GW
591
GW & Wade
Massachusetts
$782K +$11.4K +174 +1%
GC
592
GFG Capital
Florida
$777K -$31K -471 -4%
ES
593
ETF Store
Kansas
$774K +$11.4K +174 +2%
GDP
594
Great Diamond Partners
Maine
$771K +$63.6K +967 +9%
NL
595
NWAM LLC
Washington
$765K +$230K +3,488 +43%
CIA
596
Capital Investment Advisors
Georgia
$763K -$12K -182 -2%
RPCONE
597
Retirement Planning Company of New England
Rhode Island
$753K +$69.6K +1,058 +10%
BCM
598
Birmingham Capital Management
Alabama
$751K -$12.5K -190 -2%
FHA
599
First Horizon Advisors
Tennessee
$747K -$24.6K -374 -3%
FHA
600
Flagship Harbor Advisors
Massachusetts
$737K -$2.5K -38 -0.3%