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 %
NFSG
1251
Newbridge Financial Services Group
Florida
$9.87K -$6.58K -100 -40%
GTAM
1252
Global Trust Asset Management
Florida
$9.87K
RG
1253
Retirement Group
California
$9.61K
AGWCA
1254
Annis Gardner Whiting Capital Advisors
Florida
$9.41K
JGIA
1255
Jackson Grant Investment Advisers
Connecticut
$9.34K
GWSG
1256
GPS Wealth Strategies Group
Colorado
$9.21K
SRCM
1257
Signature Resources Capital Management
California
$9.15K +$9.15K +139 New
NA
1258
Nordwand Advisors
Pennsylvania
$9.08K +$9.08K +138 New
IWA
1259
IBEX Wealth Advisors
New Jersey
$8.9K -$8.99M -136,407 -100%
ANBT
1260
American National Bank & Trust
Texas
$7.04K +$3.62K +55 +106%
FWM
1261
FSA Wealth Management
Massachusetts
$7K +$7K +100 New
KFP
1262
Keener Financial Planning
Texas
$7K +$7K +107 New
FGAM
1263
Financial Gravity Asset Management
Texas
$6.93K +$3.1K +47 +81%
RTL
1264
Red Tortoise LLC
Georgia
$6.78K +$66 +1 +1%
PA
1265
PSI Advisors
Florida
$6.71K
BCM
1266
Bourgeon Capital Management
Connecticut
$6.71K +$3.09K +47 +85%
MLA
1267
MB, Levis & Associates
Pennsylvania
$6.65K +$66 +1 +1%
BCM
1268
Blume Capital Management
California
$6.58K
SHIM
1269
Stone House Investment Management
Pennsylvania
$6.03K -$6.36K -97 -51%
DFA
1270
DHJJ Financial Advisors
Illinois
$5.92K
SR
1271
Syntax Research
Florida
$5.46K
FBC
1272
Fairfield, Bush & Co
Connecticut
$5K +$5K +76 New
PWMG
1273
Private Wealth Management Group
New Jersey
$4.94K +$4.94K +75 New
FFA
1274
Frazier Financial Advisors
Ohio
$4.8K +$4.8K +73 New
CTB
1275
Country Trust Bank
Illinois
$4.8K +$1.51K +23 +46%