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 %
IAIM
901
International Assets Investment Management
Florida
$317K -$44K -669 -12%
GWP
902
Gateway Wealth Partners
Wisconsin
$317K +$51.5K +783 +19%
IWA
903
Icon Wealth Advisors
Texas
$316K +$316K +4,806 New
BAM
904
Brave Asset Management
New Jersey
$316K
KCFA
905
Key Client Fiduciary Advisors
New Jersey
$315K -$17.6K -267 -5%
GS
906
Gagnon Securities
New York
$313K -$101K -1,539 -24%
WSTAM
907
Wilbanks Smith & Thomas Asset Management
Virginia
$310K -$18.2K -276 -6%
CLOS
908
Compagnie Lombard Odier SCmA
Switzerland
$310K +$8.62K +131 +3%
AWM
909
AllSquare Wealth Management
New York
$309K
DJSG
910
D.J. St. Germain
Massachusetts
$308K +$275K +4,172 +821%
CC
911
Callan Capital
California
$308K +$101K +1,536 +49%
GIP
912
Granite Investment Partners
California
$306K
HC
913
Hara Capital
Washington
$306K +$306K +4,655 New
ML
914
McAdam LLC
Pennsylvania
$306K
CTC
915
Cetera Trust Company
Minnesota
$306K +$306K +4,650 New
TGAM
916
TBH Global Asset Management
Tennessee
$302K -$5.13K -78 -2%
CAI
917
Capital Advisors Inc
Oklahoma
$302K +$17.8K +270 +6%
FFO
918
Fiduciary Family Office
Florida
$301K +$301K +4,579 New
PMA
919
Prudent Man Advisors
Illinois
$301K -$56.5K -859 -16%
QWP
920
Quotient Wealth Partners
Texas
$301K +$301K +4,568 New
FLPIM
921
F.L. Putnam Investment Management
Massachusetts
$300K +$7.7K +117 +3%
SAA
922
Southeast Asset Advisors
Georgia
$300K
CCG
923
Chatham Capital Group
Georgia
$299K
BBA
924
BLB&B Advisors
Pennsylvania
$299K -$8.36K -127 -3%
CAM
925
Carret Asset Management
New York
$298K