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 %
EHWM
926
Eads & Heald Wealth Management
Georgia
$298K
OWP
927
Obermeyer Wealth Partners
Colorado
$297K -$58.9K -895 -17%
SC
928
Sepio Capital
Utah
$295K +$29.3K +445 +11%
FFC
929
First Financial Corp
Indiana
$294K +$76.3K +1,159 +35%
PIM
930
Penobscot Investment Management
Massachusetts
$293K
CIAS
931
Capital Investment Advisory Services
North Carolina
$292K +$59.6K +906 +26%
FNBOH
932
First National Bank of Hutchinson
Kansas
$291K -$97.8K -1,487 -25%
SDAM
933
Shulman DeMeo Asset Management
New York
$290K -$5.07K -77 -2%
SMC
934
Smith, Moore & Co
Missouri
$290K +$5.99K +91 +2%
FMP
935
Financial Management Professionals
Texas
$288K +$2.57K +39 +0.9%
IAP
936
Indie Asset Partners
Indiana
$287K
AWAP
937
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$286K +$66 +1 +0%
PAM
938
Palisade Asset Management
Minnesota
$286K +$27.9K +424 +11%
AHL
939
Abel Hall LLC
Louisiana
$286K +$286K +4,344 New
KWM
940
Keating Wealth Management
Colorado
$286K +$286K +4,342 New
LF
941
Lantz Financial
Illinois
$285K +$37.5K +570 +15%
WT
942
Washington Trust
Rhode Island
$285K -$8.75K -133 -3%
EWM
943
Empirical Wealth Management
Washington
$284K +$33K +502 +13%
KIC
944
Keating Investment Counselors
Florida
$284K +$24.7K +375 +10%
TRCT
945
Tower Research Capital (TRC)
New York
$283K +$283K +4,308 New
SPI
946
Sutton Place Investors
New York
$283K +$283K +4,302 New
CFS
947
CRA Financial Services
New Jersey
$280K
RDWM
948
Red Door Wealth Management
Tennessee
$279K +$41K +623 +17%
TP
949
Tranquility Partners
Tennessee
$277K +$30.4K +462 +12%
BCV
950
Banque Cantonale Vaudoise
Switzerland
$276K