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 %
IP
701
Ignite Planners
California
$544K +$1.38K +21 +0.3%
ADMI
702
Albert D. Mason Inc
Massachusetts
$542K -$14.9K -226 -3%
GCM
703
Gallacher Capital Management
Colorado
$540K -$2.57K -39 -0.5%
HI
704
Harbour Investments
Wisconsin
$533K +$21.9K +333 +4%
LWAM
705
Legacy Wealth Asset Management
Minnesota
$530K +$2.63K +40 +0.5%
GC
706
Grimes & Company
Massachusetts
$529K +$28.9K +439 +6%
GWMR
707
GC Wealth Management RIA
Massachusetts
$524K +$524K +7,957 New
FFA
708
First Foundation Advisors
California
$523K +$66.3K +1,008 +15%
SQA
709
Simon Quick Advisors
New Jersey
$523K -$26.6K -404 -5%
EG
710
Ellerson Group
Maryland
$523K
SIMG
711
Sonora Investment Management Group
Arizona
$520K +$94.4K +1,434 +22%
Connor, Clark & Lunn Investment Management (CC&L)
712
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$519K -$845K -12,840 -62%
AIM
713
Alhambra Investment Management
Florida
$519K
M
714
MOTCO
Texas
$515K +$302K +4,588 +142%
LWL
715
Leo Wealth LLC
Texas
$514K +$514K +7,921 New
CRC
716
Curi RMB Capital
Illinois
$514K +$46K +699 +10%
CGA
717
Crescent Grove Advisors
Illinois
$513K +$215K +3,269 +72%
LC
718
Lindbrook Capital
California
$513K +$45.5K +692 +10%
SPG
719
Strategic Planning Group
Utah
$511K +$511K +7,770 New
WHG
720
Westwood Holdings Group
Texas
$511K
BGAI
721
Bruce G. Allen Investments
Colorado
$511K +$511K +7,763 New
BHPW
722
Beverly Hills Private Wealth
California
$507K +$163K +2,478 +47%
BC
723
Bartlett & Co
Ohio
$507K -$27.9K -426 -5%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$507K -$27.9K -426 -5%
GCM
725
Gables Capital Management
Florida
$506K -$3.29K -50 -0.6%