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 %
HIA
1126
Harbor Investment Advisory
Maryland
$91.7K
MRCM
1127
M&R Capital Management
New Jersey
$91.4K +$6.51K +99 +8%
CNBTD
1128
Citizens National Bank Trust Department
Mississippi
$88.6K -$3.29K -50 -4%
WBC
1129
West Branch Capital
Massachusetts
$85.5K
TCCM
1130
Timber Creek Capital Management
Massachusetts
$85.5K
AEPWM
1131
Atlantic Edge Private Wealth Management
Florida
$85.5K +$85.5K +1,300 New
BFPW
1132
BOK Financial Private Wealth
Colorado
$83.8K +$15.3K +232 +22%
AA
1133
AlphaMark Advisors
Kentucky
$83K
ITIM
1134
Indiana Trust & Investment Management
Indiana
$81.4K
GFPC
1135
Global Financial Private Client
Florida
$79.3K
IGWM
1136
ICA Group Wealth Management
Colorado
$76.1K +$76.1K +1,156 New
OC
1137
Oakworth Capital
Alabama
$74.3K -$140K -2,130 -65%
IUHSA
1138
Itau Unibanco Holding S.A.
Brazil
$73.8K -$19.6K -298 -21%
PAM
1139
Paradigm Asset Management
New York
$73.6K
AWM
1140
Avior Wealth Management
Nebraska
$73.4K +$395 +6 +0.5%
SWC
1141
Spectrum Wealth Counsel
Indiana
$72.1K +$72.1K +1,095 New
CFO
1142
CVA Family Office
Colorado
$71.3K +$71.3K +1,084 New
AAG
1143
Armstrong Advisory Group
Massachusetts
$70.9K -$32.6K -496 -32%
FCAS
1144
First Command Advisory Services
Texas
$70.1K
FMTCOCP
1145
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K +$13.2K +200 +24%
BC
1146
Barrett & Company
Rhode Island
$67.5K
LB
1147
Legacy Bridge
Iowa
$65.8K -$39.5K -600 -38%
HBW
1148
Hazlett, Burt & Watson
West Virginia
$65K +$392 +6 +0.6%
AIM
1149
Arcadia Investment Management
Michigan
$64.7K
FGA
1150
Fortis Group Advisors
New Jersey
$64.7K +$32.4K +492 +100%