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 %
GHA
601
GW Henssler & Associates
Georgia
$735K
SG Americas Securities
602
SG Americas Securities
New York
$733K +$399K +6,070 +120%
HW
603
Hancock Whitney
Mississippi
$732K -$139K -2,117 -16%
AGA
604
Arkos Global Advisors
Texas
$725K -$11.8K -179 -2%
GEA
605
Glen Eagle Advisors
New Jersey
$723K +$14.5K +221 +2%
WLG
606
Williamson Legacy Group
Indiana
$717K +$717K +10,899 New
IRC
607
Investors Research Corp
Georgia
$714K -$19.7K -300 -3%
BFS
608
Bradley Foster & Sargent
Connecticut
$713K -$19.7K -299 -3%
EAM
609
Eagle Asset Management
Florida
$708K -$30.2K -459 -4%
Kayne Anderson Rudnick Investment Management
610
Kayne Anderson Rudnick Investment Management
California
$708K -$10.5K -160 -1%
CFGS
611
Concourse Financial Group Securities
Alabama
$707K -$44.5K -676 -6%
BCM
612
Brookstone Capital Management
Illinois
$703K -$4.15K -63 -0.6%
WA
613
WESPAC Advisors
California
$698K -$12.9K -196 -2%
Victory Capital Management
614
Victory Capital Management
Texas
$695K -$1.13M -17,217 -62%
PTC
615
Private Trust Company
Ohio
$693K +$88.7K +1,348 +15%
IAA
616
Ironsides Asset Advisors
North Carolina
$693K -$31.2K -474 -4%
SGM
617
Skye Global Management
Florida
$691K -$30.4M -461,500 -98%
MWM
618
Meridian Wealth Management
Kentucky
$689K -$557K -8,460 -45%
SCM
619
Schnieders Capital Management
California
$688K -$23K -350 -3%
HJIM
620
Henry James International Management
New York
$683K -$58.2K -885 -8%
9WM
621
9258 Wealth Management
Ohio
$683K +$921 +14 +0.1%
DI
622
DFPG Investments
Utah
$679K -$74.2K -1,109 -10%
CCM
623
Coldstream Capital Management
Washington
$678K +$67.9K +1,032 +11%
Empower Advisory Group
624
Empower Advisory Group
Colorado
$677K +$987 +15 +0.1%
WF
625
Welch & Forbes
Massachusetts
$672K -$197 -3 -0%