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 %
WP
776
Westmount Partners
California
$439K
KCPG
777
Kavar Capital Partners Group
Kansas
$439K +$220K +3,336 +100%
IIM
778
InTrack Investment Management
Vermont
$438K -$12.4K -189 -3%
LCWP
779
Legacy Capital Wealth Partners
Arkansas
$438K +$19K +288 +5%
SW
780
SteelPeak Wealth
California
$437K -$10.1K -154 -2%
FFA
781
Founders Financial Alliance
North Carolina
$434K -$24.9K -379 -5%
FNT
782
First National Trust
Pennsylvania
$434K +$4.67K +71 +1%
CF
783
Centaurus Financial
California
$434K +$50.7K +771 +13%
BO
784
Bank OZK
Arkansas
$433K +$433K +6,584 New
AG
785
AlTi Global
New York
$432K +$432K +6,561 New
BWM
786
Baron Wealth Management
Michigan
$431K +$20.3K +308 +5%
MNBTD
787
Moody National Bank Trust Division
Texas
$430K -$24.4K -371 -5%
JCM
788
Jacobi Capital Management
Pennsylvania
$429K -$24.7K -375 -5%
BHIA
789
Birch Hill Investment Advisors
Massachusetts
$428K
SA
790
Strategic Advisors
New York
$428K
CT
791
Cambridge Trust
Massachusetts
$427K -$29.9K -455 -7%
RGF
792
Retirement Guys Formula
Ohio
$427K -$63.4K -1,033 -13%
RWA
793
Redhawk Wealth Advisors
Minnesota
$427K -$104K -1,588 -20%
CG
794
Clarus Group
Texas
$425K -$210K -3,191 -33%
AWAU
795
Alliance Wealth Advisors (Utah)
Utah
$424K -$69.2K -1,051 -14%
BMC
796
Beaton Management Company
Massachusetts
$424K
MGIA
797
Matthew Goff Investment Advisor
Texas
$423K
ACM
798
Advisors Capital Management
New Jersey
$423K +$12K +182 +3%
PP
799
Patten & Patten
Tennessee
$421K +$94.8K +1,440 +29%
HDIM
800
Hanson & Doremus Investment Management
Vermont
$420K