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 %
FWM
1151
Focused Wealth Management
New York
$62.9K +$19.1K +291 +44%
TC
1152
Truvestments Capital
Florida
$59.7K +$46.1K +700 +338%
DAC
1153
Dividend Assets Capital
South Carolina
$57K
AIC
1154
Archer Investment Corporation
Indiana
$56.1K +$395 +6 +0.7%
FCA
1155
FinTrust Capital Advisors
South Carolina
$54.6K -$23.6K -359 -30%
FCMT
1156
Founders Capital Management (Texas)
Texas
$54.6K +$11.1K +168 +25%
CSB
1157
City State Bank
Iowa
$54K +$2.76K +42 +5%
SWA
1158
SOA Wealth Advisors
New York
$53.6K +$66 +1 +0.1%
NRG
1159
Nemes Rush Group
Michigan
$53.1K
YDMI
1160
Y.D. More Investments
Israel
$52.6K -$72.4K -1,100 -58%
HCM
1161
Highlander Capital Management
New Jersey
$52.6K
KFI
1162
Key Financial Inc
Pennsylvania
$51.9K +$20.2K +307 +64%
RFG
1163
REAP Financial Group
Texas
$51.3K +$51.3K +779 New
MFA
1164
McClarren Financial Advisors
Pennsylvania
$50K +$9.34K +142 +23%
MSFP
1165
Mark Sheptoff Financial Planning
Connecticut
$49.4K
TFM
1166
TFC Financial Management
Massachusetts
$48.7K -$2.11K -32 -4%
CSC
1167
Caldwell Sutter Capital
California
$48.6K
OA
1168
Operose Advisors
Wisconsin
$48.6K +$16K +243 +49%
UOTTAIMCU
1169
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$47.8K +$47.8K +726 New
MA
1170
MCF Advisors
Kentucky
$46.9K
CPG
1171
Custom Portfolio Group
Colorado
$46.1K +$46.1K +700 New
FG
1172
Fairman Group
Pennsylvania
$45.3K +$45.3K +689 New
RMC
1173
Resources Management Corp
Connecticut
$44K
CTA
1174
Colonial Trust Advisors
South Carolina
$43.3K
GIA
1175
GHP Investment Advisors
Colorado
$42.6K