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 %
NB
651
NBT Bank
New York
$634K +$117K +1,782 +23%
VCA
652
Verdence Capital Advisors
Maryland
$634K -$404K -6,147 -39%
FIM
653
Fruth Investment Management
Texas
$628K
Janus Henderson Group
654
Janus Henderson Group
United Kingdom
$627K
MCA
655
MSH Capital Advisors
Arizona
$627K +$4.41K +67 +0.7%
RHDIC
656
R.H. Dinel Investment Counsel
California
$626K
C
657
Certuity
Florida
$626K +$626K +9,513 New
TH
658
TCTC Holdings
Texas
$623K +$190K +2,892 +44%
GI
659
Gradient Investments
Minnesota
$622K -$50.6K -769 -8%
GI
660
GAMCO Investors
Connecticut
$618K -$288K -4,373 -32%
YIH
661
Y-Intercept (HK)
Hong Kong
$617K -$2.46M -37,331 -80%
BTWM
662
Baker Tilly Wealth Management
Wisconsin
$616K -$14.3K -218 -2%
ECA
663
Elevated Capital Advisors
Utah
$609K -$13.2K -200 -2%
ERIC
664
Eagle Rock Investment Company
Georgia
$609K -$59.2K -900 -9%
NFC
665
Northeast Financial Consultants
Connecticut
$609K +$132K +2,000 +28%
HIP
666
Harrell Investment Partners
Texas
$606K +$6.05K +92 +1%
FWSM
667
First Wilshire Securities Management
California
$604K
TCOV
668
Trust Company of Vermont
Vermont
$604K -$47.8K -726 -7%
1WA
669
180 Wealth Advisors
Washington
$602K +$6.39K +97 +1%
RFA
670
Resurgent Financial Advisors
Georgia
$602K +$1.45K +22 +0.2%
BIM
671
Baldwin Investment Management
Pennsylvania
$594K
PCMF
672
Private Capital Management (Florida)
Florida
$594K
AWM
673
Axxcess Wealth Management
California
$593K +$593K +9,013 New
NSIM
674
North Star Investment Management
Illinois
$592K -$9.87K -150 -2%
ECM
675
Estabrook Capital Management
New York
$588K