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 %
CMP
1376
Coston McIsaac & Partners
Maine
-$49K -770 Closed
HT
1377
Headlands Technologies
Illinois
-$31.5K -490 Closed
VAG
1378
VisionPoint Advisory Group
Texas
-$25.9K -402 Closed
Legacy Financial Group (Iowa)
1379
Legacy Financial Group (Iowa)
Iowa
-$23.8K -370 Closed
AWM
1380
Atticus Wealth Management
Florida
-$20.4K -317 Closed
AT
1381
Avalon Trust
New Mexico
-$19.7K -306 Closed
FRA
1382
Front Row Advisors
California
-$14.6K -227 Closed
PO
1383
Private Ocean
California
-$13.3K -207 Closed
HWP
1384
Hibernia Wealth Partners
Louisiana
-$11.8K -184 Closed
MIA
1385
Milestone Investment Advisors
Wisconsin
-$9.34K -145 Closed
CWM
1386
Cedar Wealth Management
California
-$7.53K -117 Closed
WWP
1387
WR Wealth Planners
Missouri
-$7.02K -109 Closed
LFA
1388
LGT Financial Advisors
Texas
-$5.34K -83 Closed
PCTC
1389
Perkins Coie Trust Company
Washington
-$1.8K -28 Closed
MTIC
1390
Missouri Trust & Investment Company
Missouri
-$1.74K -27 Closed
CPG
1391
Cornerstone Planning Group
New Jersey
-$1.22K -19 Closed
AFS
1392
Annapolis Financial Services
Maryland
-$1.03K -16 Closed
ICA
1393
Infrastructure Capital Advisors
New York
-$620K -12 Closed