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 %
IFAM
1176
Institutional & Family Asset Management
Colorado
$42.4K
HWA
1177
HHM Wealth Advisors
Tennessee
$40.1K
Nisa Investment Advisors
1178
Nisa Investment Advisors
Missouri
$40.1K
TWM
1179
Tradition Wealth Management
Minnesota
$40K -$11.9K -179 -23%
FPFS
1180
First Personal Financial Services
North Carolina
$36.8K
AFIA
1181
America First Investment Advisors
Nebraska
$36.3K
TCM
1182
TD Capital Management
Tennessee
$36.2K
FSWA
1183
Financial Synergies Wealth Advisors
Texas
$35.5K +$29.6K +519 +499%
PWA
1184
Provenance Wealth Advisors
Florida
$34.3K +$34.3K +521 New
PCMC
1185
Planning Capital Management Corporation
Pennsylvania
$33.1K +$33.1K +503 New
TIM
1186
Tortoise Investment Management
New York
$33K +$66 +1 +0.2%
FFA
1187
Fairfield Financial Advisors
Massachusetts
$32.9K +$32.9K +500 New
Allspring Global Investments
1188
Allspring Global Investments
North Carolina
$32.6K +$15.5K +235 +90%
PK
1189
Pflug Koory
Nebraska
$32.2K
ADL
1190
Asset Dedication LLC
California
$31K
JFA
1191
JNBA Financial Advisors
Minnesota
$30.8K
CWP
1192
Concord Wealth Partners
Virginia
$30.5K
BHWM
1193
Beaird Harris Wealth Management
Texas
$29.5K +$25.3K +385 +611%
PPC
1194
Park Place Capital
Alabama
$29.3K -$39K -592 -57%
CBT
1195
CoreFirst Bank & Trust
Kansas
$28.9K
MSWM
1196
Mowery & Schoenfeld Wealth Management
Illinois
$28.2K +$28.2K +428 New
MFG
1197
Mendota Financial Group
Wisconsin
$27.3K
RA
1198
Rise Advisors
New York
$27.2K +$12.4K +189 +84%
VF
1199
VitalStone Financial
Texas
$27K
VNA
1200
Valley National Advisers
Pennsylvania
$27K +$18.5K +283 +218%