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 %
CBFP
876
Cedar Brook Financial Partners
Ohio
$339K +$89K +1,408 +36%
SIP
877
Stoneridge Investment Partners
Pennsylvania
$339K
HP
878
Holistic Planning
Texas
$335K +$335K +5,094 New
SFG
879
SevenBridge Financial Group
Pennsylvania
$335K -$3.29K -50 -1%
AR
880
Apeiron RIA
Texas
$335K -$1.97K -30 -0.6%
SXL
881
Summit X LLC
Missouri
$334K +$54.5K +828 +20%
PWLP
882
Prio Wealth Limited Partnership
Massachusetts
$333K -$46.5K -707 -12%
CWS
883
Confluence Wealth Services
Pennsylvania
$332K -$15.3K -232 -4%
WP
884
WealthSource Partners
California
$331K -$30.1K -457 -8%
TAM
885
Tucker Asset Management
Colorado
$330K +$45.1K +685 +16%
APG
886
Abacus Planning Group
South Carolina
$329K +$11.1K +169 +3%
HJGA
887
Hardman Johnston Global Advisors
Connecticut
$329K -$52.6K -800 -14%
RC
888
RBF Capital
California
$329K
VIP
889
Vista Investment Partners
Oklahoma
$329K +$329K +4,998 New
LKIM
890
Lawson Kroeker Investment Management
Nebraska
$327K
SAIG
891
Semper Augustus Investments Group
Colorado
$327K +$52.6K +800 +19%
FCMC
892
Founders Capital Management (Connecticut)
Connecticut
$327K
KP
893
Keel Point
Alabama
$325K +$55.1K +838 +20%
CCFCSB
894
Cape Cod Five Cents Savings Bank
Massachusetts
$322K -$636K -9,660 -66%
PP
895
PFS Partners
New Jersey
$321K +$296K +4,500 +1,190%
BJL
896
Brighton Jones LLC
Washington
$321K +$44.1K +670 +16%
LI
897
Lafayette Investments
Maryland
$319K -$8.23K -125 -3%
AB
898
Atlas Brown
Kentucky
$319K
CAM
899
Concorde Asset Management
Michigan
$318K -$4.15K -63 -1%
AO
900
Advisor OS
Illinois
$318K +$24.9K +379 +9%