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 %
CAL
1101
Capital Analysts LLC
Pennsylvania
$140K -$14.8K -224 -10%
HWP
1102
Highline Wealth Partners
California
$137K
WSC
1103
Wellington Shields & Co
New York
$136K
BCFD
1104
Boit C.F. David
$134K
OPTFSNA
1105
Old Point Trust & Financial Services N A
Virginia
$132K +$132K +2,001 New
SOAMC
1106
Spirit of America Management Corp
New York
$132K +$132K +2,000 New
AAP
1107
Arax Advisory Partners
Colorado
$130K -$197 -3 -0.2%
PGAM
1108
Princeton Global Asset Management
New Jersey
$129K +$47.2K +718 +58%
BWM
1109
Baystate Wealth Management
Massachusetts
$129K +$49.2K +747 +61%
BG
1110
Bollard Group
Massachusetts
$129K +$657 +10 +0.5%
BCA
1111
Bray Capital Advisors
Florida
$128K
PCA
1112
Providence Capital Advisors
North Carolina
$118K
WCM
1113
Winthrop Capital Management
Indiana
$106K +$106K +1,616 New
LWANC
1114
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K
WB
1115
Webster Bank
Connecticut
$101K
EBA
1116
Eagle Bay Advisors
New York
$101K -$3.16K -48 -3%
VWM
1117
Venturi Wealth Management
Texas
$100K +$15.1K +230 +18%
HCM
1118
Hollencrest Capital Management
California
$98.4K
AF
1119
Advisornet Financial
Minnesota
$97.9K -$724 -11 -0.7%
CT
1120
Colonial Trust
South Carolina
$96.9K -$263 -4 -0.3%
CHA
1121
Carmichael Hill & Associates
Maryland
$95.7K
BL
1122
BFSG LLC
California
$95.4K +$95.4K +1,450 New
FPF
1123
First Pacific Financial
Washington
$95.2K +$922 +14 +1%
USB
1124
Union Savings Bank
Connecticut
$94K
GJIA
1125
Glass Jacobson Investment Advisors
Maryland
$93.9K +$1.38K +21 +1%