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 %
WPC
726
Wedmont Private Capital
Pennsylvania
$505K +$74.4K +1,151 +17%
NRC
727
New Republic Capital
North Carolina
$505K +$79.8K +1,212 +19%
SW
728
StrongBox Wealth
Missouri
$505K +$42.6K +648 +9%
FMWA
729
Forvis Mazars Wealth Advisors
Missouri
$501K +$45.4K +690 +10%
SCP
730
Sivia Capital Partners
California
$500K +$500K +7,605 New
CA
731
Cullinan Associates
Kentucky
$500K +$232K +3,529 +87%
PCM
732
Parsons Capital Management
Rhode Island
$500K -$21.2K -322 -4%
WAG
733
Wallace Advisory Group
California
$499K -$49.6K -771 -9%
AFP
734
Ausdal Financial Partners
Iowa
$495K +$21.6K +328 +5%
FFA
735
Farther Finance Advisors
California
$494K +$306K +4,645 +163%
RBC
736
Romano Brothers & Co
Illinois
$492K -$80.2K -1,219 -14%
CJFS
737
Coulter & Justus Financial Services
Tennessee
$489K +$526 +8 +0.1%
ATC
738
Argent Trust Co
Tennessee
$487K -$44.9K -683 -8%
CPA
739
Cardiff Park Advisors
California
$486K +$4.15K +63 +0.9%
TCA
740
Transcend Capital Advisors
New Jersey
$485K -$40.5K -616 -8%
FRM
741
Fox Run Management
Connecticut
$484K +$484K +7,354 New
DWM
742
Drive Wealth Management
Utah
$484K -$7.96K -121 -2%
CAM
743
Cozad Asset Management
Illinois
$483K -$7.24K -110 -1%
VDI
744
Vaughan David Investments
Illinois
$479K +$12K +183 +3%
Koshinski Asset Management
745
Koshinski Asset Management
Illinois
$476K -$603K -9,163 -56%
PL
746
Plancorp LLC
Missouri
$474K -$112K -1,706 -19%
WA
747
Wealthstream Advisors
New York
$473K +$73.8K +1,122 +18%
SIG
748
Stonegate Investment Group
Alabama
$472K -$22.4K -341 -5%
FDCDDQ
749
Federation des caisses Desjardins du Quebec
Quebec, Canada
$472K +$19.3K +293 +4%
SFG
750
StrategIQ Financial Group
Indiana
$471K -$18K -273 -4%