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 %
TF
1051
Tompkins Financial
New York
$213K
AIM
1052
Avity Investment Management
Connecticut
$212K
FDCP
1053
Foster Dykema Cabot & Partners
Massachusetts
$212K +$212K +3,225 New
EBSAM
1054
Eubel Brady & Suttman Asset Management
Ohio
$212K
AI
1055
Atom Investors
Texas
$212K -$281K -4,278 -57%
PVI
1056
Pine Valley Investments
New Jersey
$212K -$2.63K -40 -1%
Schroder Investment Management Group
1057
Schroder Investment Management Group
United Kingdom
$211K -$79.3K -1,205 -27%
SIA
1058
SeaBridge Investment Advisors
New Jersey
$211K
GLLW
1059
Graves Light Lenhart Wealth
Virginia
$210K
AP
1060
Appleton Partners
Massachusetts
$210K -$2.18K -33 -1%
MSFS
1061
Main Street Financial Solutions
Pennsylvania
$210K -$1.84K -28 -0.9%
OIA
1062
OneDigital Investment Advisors
Kansas
$209K -$31.8K -483 -13%
TIM
1063
Thompson Investment Management
Wisconsin
$209K -$4.94K -75 -2%
UCB
1064
United Community Bank
South Carolina
$209K
CV
1065
Counterweight Ventures
North Carolina
$209K +$209K +3,176 New
GSEP
1066
Golden State Equity Partners
California
$208K +$66 +1 +0%
AWM
1067
Avaii Wealth Management
Wisconsin
$208K -$790 -12 -0.4%
TFP
1068
Triune Financial Partners
Kansas
$208K +$2.11K +32 +1%
HCP
1069
Hexagon Capital Partners
Arkansas
$208K +$35.9K +546 +21%
RC
1070
Roundview Capital
New Jersey
$208K -$5.73K -87 -3%
IA
1071
IFG Advisory
Georgia
$207K +$207K +3,151 New
SI
1072
Sprott Inc
Ontario, Canada
$207K
PFSC
1073
Peoples Financial Services Corp
Pennsylvania
$207K
FWM
1074
FMB Wealth Management
California
$207K
TSS
1075
Two Sigma Securities
New York
$207K +$207K +3,147 New