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 %
CCA
676
Criterion Capital Advisors
Tennessee
$586K +$586K +8,900 New
DT
677
Diversified Trust
Tennessee
$586K -$43.2K -656 -7%
KA
678
Kovack Advisors
Florida
$583K -$133K -2,021 -19%
KS
679
Karpas Strategies
Connecticut
$582K
Citadel Advisors
680
Citadel Advisors
Florida
$582K -$2.96M -45,028 -84%
SAMT
681
Select Asset Management & Trust
Pennsylvania
$581K
SC
682
Saturna Capital
Washington
$579K
QI
683
Qtron Investments
Massachusetts
$579K
WIC
684
Woodmont Investment Counsel
Tennessee
$576K -$4.41K -67 -0.8%
BBVA
685
Banco Bilbao Vizcaya Argentaria
Spain
$573K -$138K -2,100 -19%
CL
686
Choreo LLC
Illinois
$573K +$77.1K +1,172 +16%
HCA
687
Harbour Capital Advisors
Virginia
$569K +$88.7K +1,325 +18%
BTI
688
Blue Trust Inc
Georgia
$569K -$38.4K -596 -6%
SWM
689
Spire Wealth Management
Virginia
$569K +$6.97K +114 +1%
DI
690
Diligent Investors
California
$568K -$59.2K -900 -9%
BWAM
691
Boyd Watterson Asset Management
Ohio
$567K
PP
692
PDS Planning
Ohio
$562K +$30.4K +462 +6%
BFO
693
Boston Family Office
Massachusetts
$559K -$5.13K -78 -0.9%
IC
694
Inscription Capital
Texas
$558K -$6.58K -100 -1%
EH
695
Equitable Holdings
New York
$556K +$51.8K +788 +10%
WJWM
696
Williams Jones Wealth Management
New York
$552K
TPI
697
Trust Point Inc
Wisconsin
$552K +$552K +8,387 New
AF
698
Allworth Financial
California
$550K +$8.36K +127 +2%
PTC
699
Philadelphia Trust Company
Pennsylvania
$549K
SWM
700
Seed Wealth Management
Illinois
$545K -$39.5K -600 -7%