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 %
SBIA
826
Sheaff Brock Investment Advisors
Indiana
$397K -$59.2K -900 -13%
AAIM
827
Asset Advisors Investment Management
Georgia
$395K
SDJVC
828
St. Denis J. Villere & Co
Louisiana
$395K +$395K +6,000 New
BCMLT
829
Beacon Capital Management LLC (Tennessee)
Tennessee
$393K -$2.83K -44 -0.7%
TCB
830
Texas Capital Bancshares
Texas
$392K -$5.53K -84 -1%
LNB
831
Ledyard National Bank
$388K -$40.2K -611 -9%
FCP
832
Fidelis Capital Partners
Florida
$387K +$116K +1,764 +43%
PCS
833
Personal CFO Solutions
New Jersey
$386K +$39.3K +597 +11%
EI
834
Ethic Inc
New York
$385K +$50.1K +761 +15%
NG
835
Norden Group
Utah
$382K -$56.6K -860 -13%
TIM
836
Tevis Investment Management
Texas
$382K
AWS
837
Arkfeld Wealth Strategies
Nebraska
$382K +$2.49K +39 +0.7%
AC
838
Avestar Capital
New York
$382K -$48.3K -734 -11%
RCAG
839
Rehmann Capital Advisory Group
Michigan
$380K -$39.9K -606 -9%
HAM
840
Harmony Asset Management
Arizona
$380K +$380K +5,768 New
NGA
841
Naples Global Advisors
Florida
$379K -$4.94K -75 -1%
SL
842
Sentry LLC
Tennessee
$379K -$118K -1,800 -24%
SMA
843
Seven Mile Advisory
New Jersey
$378K +$60.3K +916 +19%
MWM
844
Modera Wealth Management
New Jersey
$377K +$48.4K +736 +15%
TPM
845
Triasima Portfolio Management
Quebec, Canada
$376K +$113K +1,715 +43%
BMCM
846
Bryn Mawr Capital Management
Pennsylvania
$375K -$158K -2,400 -30%
PAA
847
Peregrine Asset Advisers
Oregon
$375K -$921 -14 -0.2%
SPC
848
Sigma Planning Corp
Michigan
$371K -$871K -13,245 -70%
AUB
849
Atlantic Union Bankshares
Virginia
$371K
LCS
850
Levin Capital Strategies
New York
$370K +$66 +1 +0%