1,338 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 476 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
-31
Holders Change %
-2.26%
% of All Funds
19.35%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
476
Reduced
485
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HAI
226
Hennessy Advisors Inc
California
$5.34M
TI
227
tru Independence
Oregon
$5.21M -$60.1K -911 -1%
CL
228
Choreo LLC
Illinois
$5.19M +$86.2K +1,289 +2%
ERP
229
Eldred Rock Partners
Texas
$5.16M +$2.82M +42,704 +120%
VF
230
Virtu Financial
New York
$5.15M +$5.15M +78,148 New
GFS
231
GYL Financial Synergies
Connecticut
$5.14M +$181K +2,746 +4%
Lazard Asset Management
232
Lazard Asset Management
New York
$5.01M -$16.4K -249 -0.3%
QCM
233
Quantinno Capital Management
New York
$4.86M +$210K +3,184 +5%
HAM
234
Hedges Asset Management
Nevada
$4.77M +$165K +2,500 +4%
SBH
235
Segall Bryant & Hamill
Illinois
$4.7M +$4.7M +71,194 New
IP
236
Interval Partners
New York
$4.68M -$920K -13,955 -16%
RA
237
Royce & Associates
New York
$4.62M
MPM
238
Meritage Portfolio Management
Kansas
$4.55M +$1.33M +20,212 +41%
HCP
239
Hiddenite Capital Partners
New York
$4.52M
AG
240
Advocate Group
Minnesota
$4.48M +$89.3K +1,354 +2%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$4.46M +$76K +1,152 +2%
BFS
242
Bard Financial Services
Connecticut
$4.44M -$223K -3,375 -5%
GVAG
243
Great Valley Advisor Group
Delaware
$4.43M +$980K +14,854 +28%
FT
244
Fiduciary Trust
Massachusetts
$4.4M +$492K +7,466 +13%
William Blair & Company
245
William Blair & Company
Illinois
$4.4M -$67.7K -1,027 -2%
ACIM
246
Azimuth Capital Investment Management
Michigan
$4.38M -$96.9K -1,470 -2%
FTDI
247
First Trust Direct Indexing
Massachusetts
$4.38M -$55.2K -837 -1%
First Trust Advisors
248
First Trust Advisors
Illinois
$4.37M +$227K +3,440 +5%
KB
249
Kimelman & Baird
New York
$4.36M -$264K -4,000 -6%
EGM
250
Engineers Gate Manager
New York
$4.3M +$2.5M +37,832 +138%