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 %
Grantham, Mayo, Van Otterloo & Co (GMO)
626
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$670K -$5.1M -77,462 -88%
IB
627
Intrust Bank
Kansas
$669K +$71.9K +1,092 +12%
JGUA
628
John G. Ullman & Associates
New York
$665K
TW
629
TrinityPoint Wealth
Connecticut
$662K +$197 +3 +0%
BOH
630
Bank of Hawaii
Hawaii
$660K -$45.1K -686 -6%
NCM
631
Northwest Capital Management
Oregon
$658K
CCM
632
CAAS Capital Management
New York
$658K +$658K +10,000 New
PI
633
PFG Investments
New York
$658K -$67.5K -1,026 -9%
Twin Tree Management
634
Twin Tree Management
Texas
$655K +$655K +9,953 New
BP
635
Ballentine Partners
Massachusetts
$654K +$261K +3,964 +66%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$653K +$108K +1,645 +20%
PM
637
Penbrook Management
New York
$651K -$13.2K -200 -2%
WI
638
WrapManager Inc
California
$651K +$49.7K +755 +8%
HIP
639
HUB Investment Partners
Texas
$650K +$381K +5,792 +142%
SC
640
Schulhoff & Co
Ohio
$647K
MHR
641
Matthew Hamilton Rosenberg
$646K +$2.83K +43 +0.4%
BL
642
Balentine LLC
Georgia
$645K -$161K -2,447 -20%
WAL
643
W Advisors LLC
Tennessee
$642K
FB
644
Fulton Bank
Pennsylvania
$641K +$53.4K +812 +9%
NS
645
NBC Securities
Alabama
$640K -$85.8K -1,304 -12%
AAS
646
Ameritas Advisory Services
Nebraska
$640K +$16.2K +252 +3%
CWM
647
Circle Wealth Management
New Jersey
$638K -$40.5K -615 -6%
ST
648
Smithfield Trust
Pennsylvania
$637K -$34.9K -530 -5%
PBT
649
Pictet Bank & Trust
Bahamas
$636K
FMTC
650
Farmers & Merchants Trust Company
California
$636K +$10.1K +154 +2%