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 %
T
1351
TCWP
Ohio
-$230K -3,580 Closed
BBW
1352
Blue Barn Wealth
Utah
-$230K -3,574 Closed
FSA
1353
Financial Sense Advisors
California
-$228K -3,543 Closed
GCM
1354
Genus Capital Management
British Columbia, Canada
-$227K -3,525 Closed
WG
1355
Welch Group
Alabama
-$222K -3,446 Closed
LJAC
1356
L.J. Altfest & Co
New York
-$218K -3,382 Closed
QPWM
1357
Quadrant Private Wealth Management
Pennsylvania
-$215K -3,336 Closed
CAG
1358
Csenge Advisory Group
Florida
-$213K -3,309 Closed
RWB
1359
RMR Wealth Builders
New Jersey
-$213K -3,309 Closed
PP
1360
PDT Partners
New York
-$212K -3,299 Closed
NB
1361
Northwest Bancshares
Pennsylvania
-$211K -3,277 Closed
WA
1362
Waverly Advisors
Alabama
-$210K -3,268 Closed
FFN
1363
Focus Financial Network
Minnesota
-$205K -3,179 Closed
MFA
1364
Mayflower Financial Advisors
Massachusetts
-$204K -3,170 Closed
AQR Capital Management
1365
AQR Capital Management
Connecticut
-$204K -3,168 Closed
PGF
1366
Plan Group Financial
Oklahoma
-$204K -3,165 Closed
KFGK
1367
Keystone Financial Group (Kentucky)
Kentucky
-$202K -3,144 Closed
IFWM
1368
Institute for Wealth Management
Colorado
-$202K -3,136 Closed
BCG
1369
Breakwater Capital Group
New Jersey
-$200K -3,064 Closed
OP
1370
ORG Partners
Indiana
-$180K -2,797 Closed
SCA
1371
Stonebridge Capital Advisors
Minnesota
-$173K -2,691 Closed
RTC
1372
Riverview Trust Company
Washington
-$169K -2,629 Closed
FAM
1373
Flaharty Asset Management
Florida
-$143K -2,223 Closed
SFCL
1374
Strengthening Families & Communities LLC
Massachusetts
-$128K -1,981 Closed
QP
1375
Quilter Plc
United Kingdom
-$1.4M -1,150 Closed