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 %
JGGDR
976
JGP Global Gestao de Recursos
Brazil
$262K
EDRH
977
Edmond de Rothschild Holding
Switzerland
$258K
SWA
978
Sax Wealth Advisors
New Jersey
$258K +$329 +5 +0.1%
HVIA
979
Hudson Valley Investment Advisors
New York
$257K
Credit Agricole
980
Credit Agricole
France
$257K -$197K -3,000 -43%
ACM
981
Advance Capital Management
Michigan
$255K +$1.38K +21 +0.5%
ZB
982
Zions Bancorporation
Utah
$254K -$283K -4,308 -53%
AWA
983
Aaron Wealth Advisors
Illinois
$254K +$29.5K +448 +13%
TLP
984
Trinity Legacy Partners
Texas
$253K +$4.28K +65 +2%
CFG
985
Cooper Financial Group
California
$251K -$20.7K -315 -8%
FM
986
Family Management
New York
$251K -$13.4K -203 -5%
HIC
987
Holderness Investments Company
North Carolina
$250K
PWP
988
Phillips Wealth Planners
Mississippi
$249K -$5.28K -86 -2%
FCBT
989
First Citizens Bank & Trust
North Carolina
$249K -$7.3K -111 -3%
STA
990
Summit Trail Advisors
New York
$247K +$39.5K +601 +19%
TWP
991
Tyche Wealth Partners
Texas
$247K +$247K +3,749 New
BTW
992
Boston Trust Walden
Massachusetts
$247K
CHAM
993
Clear Harbor Asset Management
Connecticut
$246K +$246K +3,746 New
MIM
994
Marco Investment Management
Georgia
$246K -$6.58K -100 -3%
PA
995
Procyon Advisors
Connecticut
$246K +$246K +3,743 New
GQG Partners
996
GQG Partners
Florida
$246K
PA
997
PFG Advisors
Arizona
$246K +$20.9K +318 +9%
IIA
998
IPG Investment Advisors
California
$245K +$245K +3,718 New
PHS
999
Pekin Hardy Strauss
Illinois
$244K
CD
1000
Chapin Davis
Maryland
$244K +$244K +3,709 New