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 %
OFS
1076
OneAscent Financial Services
Alabama
$206K +$206K +3,131 New
AA
1077
Ancora Advisors
Ohio
$206K -$66 -1 -0%
MA
1078
MKT Advisors
California
$205K +$205K +3,125 New
CCP
1079
Clifford Capital Partners
Utah
$205K +$205K +3,119 New
GI
1080
GAMMA Investing
California
$205K +$205K +3,251 New
CF
1081
Clarity Financial
Texas
$203K -$49K -744 -19%
RFG
1082
RFP Financial Group
Georgia
$203K
BIG
1083
Builder Investment Group
Georgia
$201K +$201K +3,056 New
JWA
1084
JFS Wealth Advisors
Pennsylvania
$200K +$4.94K +75 +3%
RI
1085
Redwood Investments
Massachusetts
$200K +$200K +3,041 New
WTA
1086
Washington Trust Advisors
Massachusetts
$199K
PPWM
1087
PFG Private Wealth Management
Florida
$193K +$176K +2,678 +1,071%
SIC
1088
Salem Investment Counselors
North Carolina
$192K +$4.15K +63 +2%
Jones Financial Companies
1089
Jones Financial Companies
Missouri
$191K +$10.6K +161 +6%
ME
1090
McIlrath & Eck
Washington
$166K +$26.5K +403 +19%
FPB
1091
First PREMIER Bank
South Dakota
$165K
GWS
1092
Glassman Wealth Services
Virginia
$164K -$51.7K -785 -24%
JWM
1093
Janiczek Wealth Management
Colorado
$163K +$31.5K +478 +24%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$158K -$8.69K -132 -5%
AW
1095
Avion Wealth
Texas
$157K -$26.3K -400 -14%
AA
1096
Addison Advisors
Vermont
$154K +$12.3K +187 +9%
PS
1097
Planned Solutions
California
$153K -$144K -2,196 -49%
PB
1098
Pinnacle Bancorp
Nebraska
$150K +$3.75K +57 +3%
KOCAA
1099
Knights of Columbus Asset Advisors
Connecticut
$149K +$42.4K +645 +40%
Barclays
1100
Barclays
United Kingdom
$149K -$26.5M -402,727 -99%