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 %
LWM
851
Laidlaw Wealth Management
New York
$368K -$1.97K -30 -0.5%
CAG
852
Crestwood Advisors Group
Massachusetts
$366K +$2.17K +33 +0.6%
EB
853
Eastern Bank
Massachusetts
$365K +$365K +5,550 New
PFBT
854
Parkside Financial Bank & Trust
Missouri
$364K +$8.42K +128 +2%
BCP
855
Berkeley Capital Partners
Georgia
$363K -$2.5K -38 -0.7%
ESB
856
Essex Savings Bank
Connecticut
$363K +$109K +1,651 +43%
ACA
857
Atlas Capital Advisors
Wyoming
$362K +$76.7K +1,166 +27%
CWM
858
Congress Wealth Management
Massachusetts
$358K +$358K +5,444 New
OWA
859
Outlook Wealth Advisors
Texas
$358K -$2.44K -37 -0.7%
SWA
860
Stratos Wealth Advisors
Ohio
$358K -$23.6K -358 -6%
LCM
861
Lunt Capital Management
Utah
$357K
BWM
862
BKM Wealth Management
Wisconsin
$356K +$356K +5,414 New
DTL
863
Dynamic Technology Lab
Singapore
$355K +$355K +5,394 New
PCM
864
Prelude Capital Management
New York
$355K +$355K +5,393 New
ACP
865
Aveo Capital Partners
Colorado
$354K +$59K +896 +20%
BCP
866
Blue Chip Partners
Michigan
$352K +$855 +13 +0.2%
IAMOG
867
Investors Asset Management of Georgia
Georgia
$350K -$13.2K -200 -4%
GSB
868
Greenfield Savings Bank
Massachusetts
$349K
PSP
869
Principal Street Partners
Tennessee
$347K -$347K -5,281 -50%
AWM
870
Aries Wealth Management
Maine
$347K
BFA
871
Bill Few Associates
Pennsylvania
$345K -$16.5K -250 -5%
BIM
872
Bridges Investment Management
Nebraska
$345K
PCMK
873
Paragon Capital Management (Kansas)
Kansas
$344K
EGA
874
E&G Advisors
Texas
$344K +$18.4K +279 +6%
CC
875
Chicago Capital
Illinois
$342K +$34.6K +526 +11%