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 %
SI
801
Saxon Interests
Texas
$419K +$419K +6,365 New
I2I
802
Insight 2811 Inc
Illinois
$418K -$6.58K -100 -2%
RWP
803
RWA Wealth Partners
Massachusetts
$418K +$418K +6,348 New
PWP
804
Principle Wealth Partners
Connecticut
$417K +$6.58K +100 +2%
SMA
805
Sage Mountain Advisors
Georgia
$416K -$8.88K -135 -2%
AGC
806
Aspen Grove Capital
Colorado
$416K +$18.6K +281 +5%
EWA
807
EverSource Wealth Advisors
Alabama
$414K +$152K +2,311 +58%
Mitsubishi UFJ Asset Management
808
Mitsubishi UFJ Asset Management
Japan
$414K -$54.5K -815 -12%
AA
809
AlphaQ Advisors
Florida
$410K -$67.5K -1,026 -14%
EW
810
Element Wealth
Mississippi
$410K -$30.9K -470 -7%
FTC
811
Farmers Trust Company
Ohio
$409K
FWP
812
FAS Wealth Partners
Kansas
$408K +$1.38K +21 +0.3%
OWA
813
One Wealth Advisors
California
$408K +$408K +6,195 New
CAM
814
Cubic Asset Management
Massachusetts
$407K -$3.29K -50 -0.8%
SN
815
Sittner & Nelson
Oregon
$407K -$6.45K -98 -2%
MWM
816
Mattern Wealth Management
Kansas
$406K +$26.5K +402 +7%
AIA
817
AIMZ Investment Advisors
California
$406K
BAM
818
Berkshire Asset Management
Pennsylvania
$405K -$5K -76 -1%
AOWM
819
Alpha Omega Wealth Management
Virginia
$401K +$5.26K +80 +1%
IBOK
820
Independence Bank of Kentucky
Kentucky
$400K -$13.2K -200 -3%
GM
821
GeoWealth Management
Illinois
$399K +$399K +6,065 New
PA
822
Probity Advisors
Texas
$398K +$14.1K +214 +4%
AIM
823
Anchor Investment Management
South Carolina
$398K -$28.6K -435 -7%
HA
824
Hamel Associates
New Jersey
$398K
SPIS
825
Steward Partners Investment Solutions
Oregon
$398K +$398K +6,043 New