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 %
GLA
951
Good Life Advisors
Pennsylvania
$275K -$52.9K -804 -16%
SWMP
952
Signature Wealth Management Partners
New Jersey
$274K -$6.51K -99 -2%
JWCA
953
J.W. Coons Advisors
Ohio
$274K
TW
954
TritonPoint Wealth
Maryland
$274K +$274K +4,157 New
EWA
955
Evolution Wealth Advisors
Florida
$271K +$271K +4,124 New
SFO
956
Stokes Family Office
Louisiana
$271K -$296K -4,500 -52%
SWM
957
Silverlake Wealth Management
Vermont
$271K -$46.5K -707 -15%
SGCA
958
Steel Grove Capital Advisors
Tennessee
$271K -$9.8K -149 -3%
JPWM
959
Jamison Private Wealth Management
Georgia
$270K +$4.47K +68 +2%
FVWA
960
Foster Victor Wealth Advisors
South Carolina
$270K +$53.7K +831 +25%
LW
961
Linscomb Wealth
Texas
$270K -$19.7K -300 -7%
TT
962
TI-Trust
Illinois
$270K
RCA
963
Resonant Capital Advisors
Wisconsin
$270K -$18K -273 -6%
MBTD
964
Mechanics Bank - Trust Department
California
$269K +$22.4K +340 +9%
RBFC
965
Roman Butler Fullerton & Co
Missouri
$269K -$11.8K -186 -4%
KMWM
966
Keudell/Morrison Wealth Management
Oregon
$268K -$26.3K -400 -9%
MW
967
Marcum Wealth
Ohio
$268K -$3.29K -50 -1%
BSW
968
Buckingham Strategic Wealth
Missouri
$267K -$15K -228 -5%
CBA
969
Coastal Bridge Advisors
Connecticut
$267K +$1.84K +28 +0.7%
BA
970
Ballew Advisors
Mississippi
$267K +$3.83K +62 +1%
CC
971
Cadinha & Co
Hawaii
$266K
RFN
972
RDA Financial Network
Iowa
$265K -$3.55K -54 -1%
WDC
973
Woodward Diversified Capital
California
$265K -$11.5K -175 -4%
WPW
974
Waldron Private Wealth
Pennsylvania
$264K +$24.4K +371 +10%
NAM
975
NorthCrest Asset Manangement
Minnesota
$262K +$2.57K +39 +1%