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 %
ERSOT
251
Employees Retirement System of Texas
Texas
$4.25M
YIA
252
YHB Investment Advisors
Connecticut
$4.25M +$88.4K +1,341 +2%
BCM
253
Brookmont Capital Management
Texas
$4.24M -$142K -2,155 -3%
HNB
254
Huntington National Bank
Ohio
$4.23M +$106K +1,614 +3%
BBNA
255
Bremer Bank National Association
Minnesota
$4.16M -$44.5K -674 -1%
BCI
256
Brinker Capital Investments
Pennsylvania
$4.16M +$269K +4,074 +7%
OPS
257
Orion Portfolio Solutions
Nebraska
$4.16M +$269K +4,074 +7%
BCM
258
Beddow Capital Management
Wyoming
$4.08M +$56.4K +855 +1%
GAM
259
Griffin Asset Management
New York
$4.04M -$305K -4,625 -7%
FSA
260
Fort Sheridan Advisors
Illinois
$4M +$69.9K +1,060 +2%
PVM
261
Palogic Value Management
Texas
$3.99M -$142K -2,155 -3%
AI
262
Atria Investments
North Carolina
$3.99M -$859K -13,026 -18%
EWA
263
Exencial Wealth Advisors
Oklahoma
$3.91M +$13K +197 +0.3%
GHAM
264
Gilman Hill Asset Management
Connecticut
$3.89M +$373K +5,660 +11%
BAAM
265
Baker Avenue Asset Management
California
$3.87M +$15K +227 +0.4%
RJT
266
Raymond James Trust
Florida
$3.82M -$198K -3,006 -5%
Dodge & Cox
267
Dodge & Cox
California
$3.8M -$6.6K -100 -0.2%
YC
268
Yarbrough Capital
Tennessee
$3.8M
Jones Financial Companies
269
Jones Financial Companies
Missouri
$3.8M +$1.89M +28,544 +99%
IMC Chicago
270
IMC Chicago
Illinois
$3.79M +$3.79M +57,401 New
DAM
271
Deltec Asset Management
New York
$3.77M
Wolverine Trading
272
Wolverine Trading
Illinois
$3.75M -$1.85M -28,008 -33%
KAS
273
Kestra Advisory Services
Texas
$3.74M -$698K -10,589 -16%
AF
274
Aviso Financial
Ontario, Canada
$3.73M +$274K +4,153 +8%
OC
275
Oppenheimer & Co
New York
$3.73M -$227K -3,446 -6%