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 %
VVP
751
Venture Visionary Partners
Ohio
$471K -$50.7K -770 -10%
LGA
752
Lebenthal Global Advisors
New York
$468K +$468K +7,117 New
CIA
753
Choate Investment Advisors
Massachusetts
$467K -$29K -441 -6%
WOC
754
West Oak Capital
California
$466K
MOS
755
MGO One Seven
Ohio
$465K +$54.6K +830 +13%
CWM
756
Chemistry Wealth Management
New York
$463K +$33.2K +505 +8%
E3F
757
Eight 31 Financial
Texas
$462K +$462K +7,027 New
CW
758
CreativeOne Wealth
Kansas
$461K -$31.1K -474 -6%
WAP
759
Wealthcare Advisory Partners
Pennsylvania
$461K -$368K -5,600 -44%
TW
760
Transform Wealth
Colorado
$460K +$15.7K +239 +4%
RPC
761
Rossmore Private Capital
Connecticut
$459K +$2.57K +39 +0.6%
RIL
762
Rothschild Investment LLC
Illinois
$458K -$3.22K -49 -0.7%
SFG
763
Summit Financial Group
West Virginia
$458K -$4.28K -65 -0.9%
RSWM
764
Robertson Stephens Wealth Management
California
$452K +$16K +243 +4%
HL
765
HeadInvest LLC
Maine
$451K
P
766
&Partners
Tennessee
$451K +$55.9K +854 +14%
BBI
767
Baxter Bros Inc
Connecticut
$450K -$9.87K -150 -2%
APWM
768
Argonautica Private Wealth Management
Massachusetts
$450K -$263 -4 -0.1%
Squarepoint
769
Squarepoint
New York
$449K +$206K +3,137 +85%
LI
770
LMCG Investments
Massachusetts
$447K -$132 -2 -0%
RMAM
771
Raab & Moskowitz Asset Management
New Jersey
$445K -$94.8K -1,440 -18%
NAM
772
NTV Asset Management
West Virginia
$445K -$65.9K -1,001 -13%
AF
773
Apexium Financial
Texas
$443K
IWM
774
IHT Wealth Management
Illinois
$443K
CP
775
Covenant Partners
Tennessee
$439K -$87.6K -1,332 -17%