1,331 hedge funds and large institutions have $22.6B invested in Shell in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+30
Holders Change %
+2.31%
% of All Funds
19.3%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.38%
New
120
Increased
496
Reduced
457
Closed
73
Calls
$706M
Puts
$373M
Net Calls
+$333M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$5.71M -$280K -4,176 -5%
CC
227
Carlson Capital
Texas
$5.7M +$5.7M +85,000 New
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$5.68M -$120K -1,791 -2%
SC
229
SouthState Corp
Florida
$5.67M +$308K +4,589 +6%
SF
230
Synovus Financial
Georgia
$5.65M +$373K +5,558 +7%
QIM
231
Quantitative Investment Management
Virginia
$5.65M +$1.81M +26,996 +47%
HAI
232
Hennessy Advisors Inc
California
$5.54M -$188K -2,800 -3%
TI
233
tru Independence
Oregon
$5.44M -$101K -1,503 -2%
NW
234
Naviter Wealth
Arkansas
$5.38M +$614K +9,153 +13%
MHI
235
Miller Howard Investments
New York
$5.36M
BBHC
236
Brown Brothers Harriman & Co
New York
$5.25M +$103K +1,533 +2%
CAN
237
Cetera Advisor Networks
California
$5.23M -$168K -2,509 -3%
NCM
238
Nelson Capital Management
California
$5.22M -$137K -2,037 -3%
CL
239
CSS LLC
Illinois
$4.99M +$2.44M +36,468 +96%
CA
240
Cetera Advisors
Colorado
$4.88M +$1.79M +26,723 +58%
Focus Partners Wealth
241
Focus Partners Wealth
Massachusetts
$4.85M +$1.69M +25,187 +53%
HAM
242
Hedges Asset Management
Nevada
$4.75M
AI
243
Atria Investments
North Carolina
$4.74M +$312K +4,659 +7%
ACIM
244
Azimuth Capital Investment Management
Michigan
$4.74M -$648K -9,665 -12%
BFS
245
Bard Financial Services
Connecticut
$4.73M +$126K +1,875 +3%
TI
246
Tidal Investments
Wisconsin
$4.71M +$265K +3,950 +6%
GFS
247
GYL Financial Synergies
Connecticut
$4.7M +$155K +2,319 +3%
RWM
248
Ritholtz Wealth Management
New York
$4.69M +$1.44M +21,470 +44%
RA
249
Royce & Associates
New York
$4.69M
VFM
250
Viking Fund Management
North Dakota
$4.69M