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 %
DA
1001
Doliver Advisors
Texas
$243K
LA
1002
LM Advisors
California
$242K +$242K +3,685 New
AA
1003
Argent Advisors
Louisiana
$242K -$17.7K -269 -7%
MWM
1004
MBE Wealth Management
Wisconsin
$242K
BFA
1005
Beacon Financial Advisory
Ohio
$242K +$17.2K +261 +8%
1WM
1006
1900 Wealth Management
Texas
$242K
SGA
1007
Strategic Global Advisors
California
$241K -$39.8K -605 -14%
HWA
1008
HCR Wealth Advisors
California
$240K +$4.34K +66 +2%
KA
1009
Kozak & Associates
Colorado
$240K -$452K -7,319 -65%
GF
1010
Goodman Financial
Texas
$239K
HS
1011
Horan Securities
United States
$238K +$6.05K +92 +3%
AWM
1012
Angeles Wealth Management
California
$238K +$238K +3,612 New
LCGC
1013
Legacy Capital Group California
California
$236K +$236K +3,590 New
SC
1014
Sawyer & Company
Massachusetts
$236K -$110K -1,675 -32%
RMDI
1015
R.M. Davis Inc
Maine
$234K
DAM
1016
Delta Asset Management
Tennessee
$233K -$1.51K -23 -0.6%
W
1017
WorthPointe
California
$233K +$233K +3,546 New
TCM
1018
Tufton Capital Management
Maryland
$233K
SFC
1019
Strategic Financial Concepts
Texas
$233K -$57.4K -872 -20%
BWM
1020
BigSur Wealth Management
Florida
$233K
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$232K +$232K +3,531 New
WAM
1022
Weinberger Asset Management
California
$232K
MSAM
1023
Moloney Securities Asset Management
Missouri
$231K -$11.8K -180 -5%
TW
1024
Traveka Wealth
California
$231K +$231K +3,504 New
TTWM
1025
TCV Trust & Wealth Management
Virginia
$230K -$26.3K -400 -10%