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
19.29%
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 %
RC
301
Reik & Co
New York
$3.29M -$453K -6,763 -12%
BF
302
BOK Financial
Oklahoma
$3.29M -$706K -10,396 -18%
GVAG
303
Great Valley Advisor Group
Delaware
$3.29M +$3.29M +49,008 New
PAS
304
Park Avenue Securities
New York
$3.28M -$89.4K -1,333 -3%
PAI
305
Pittenger & Anderson Inc
Nebraska
$3.28M +$273K +4,070 +9%
UOTTAIMCU
306
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.25M +$3.2M +47,782 +6,582%
LSV Asset Management
307
LSV Asset Management
Illinois
$3.25M
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$3.24M -$47.8K -713 -1%
AP
309
Americana Partners
Texas
$3.24M -$258K -3,842 -7%
CSPAM
310
Cary Street Partners Asset Management
Virginia
$3.16M -$333K -4,970 -10%
QCM
311
Quantinno Capital Management
New York
$3.16M -$1.16M -17,348 -27%
CAM
312
Columbia Asset Management
Michigan
$3.15M
RFC
313
Regions Financial Corp
Alabama
$3.15M +$236K +3,515 +8%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$3.13M -$725K -10,818 -19%
MC
315
Moors & Cabot
Massachusetts
$3.12M -$17.2K -257 -0.5%
RB
316
Rodgers Brothers
Pennsylvania
$3.11M +$1.93M +28,850 +164%
AC
317
Asio Capital
Kentucky
$3.07M -$626K -9,335 -17%
JAM
318
JCIC Asset Management
Ontario, Canada
$3.05M +$25.1K +375 +0.8%
AAM
319
Advisors Asset Management
Colorado
$3.05M +$63.3K +944 +2%
MHIC
320
Marble Harbor Investment Counsel
Massachusetts
$3.03M -$147K -2,200 -5%
Lazard Asset Management
321
Lazard Asset Management
New York
$3.01M +$521K +7,779 +21%
GHAM
322
Gilman Hill Asset Management
Connecticut
$2.98M +$37.7K +562 +1%
CB
323
Commerce Bank
Missouri
$2.97M -$851K -12,699 -22%
RG
324
Rathbones Group
United Kingdom
$2.93M -$34.7K -517 -1%
KPWS
325
Kestra Private Wealth Services
Texas
$2.93M +$58.9K +879 +2%