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 %
SFA
301
Sequoia Financial Advisors
Ohio
$2.97M +$600K +9,094 +25%
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$2.96M -$513K -7,773 -15%
MHIC
303
Marble Harbor Investment Counsel
Massachusetts
$2.91M -$26.4K -400 -0.9%
Brown Advisory
304
Brown Advisory
Maryland
$2.89M -$422K -6,392 -13%
CL
305
CSS LLC
Illinois
$2.84M -$1.19M -18,000 -29%
GWM
306
Glass Wealth Management
Texas
$2.82M -$12.2K -185 -0.4%
WA
307
Wambolt & Associates
Colorado
$2.82M +$239K +3,577 +9%
AAM
308
Advisors Asset Management
Colorado
$2.8M -$34.4K -521 -1%
CT
309
Chicago Trust
Illinois
$2.79M +$76.2K +1,156 +3%
SPIA
310
Steward Partners Investment Advisory
New York
$2.76M +$219K +3,315 +9%
PFCS
311
Pale Fire Capital SE
Czech Republic
$2.7M -$143M -2,171,078 -98%
IWC
312
Integrated Wealth Concepts
Massachusetts
$2.69M -$46.8K -709 -2%
SC
313
Scotia Capital
Ontario, Canada
$2.67M -$9.84M -149,125 -79%
P
314
&Partners
Tennessee
$2.63M +$1.23M +18,756 +88%
CCIA
315
Campbell & Co Investment Adviser
Maryland
$2.59M +$1.86M +28,271 +256%
CFB
316
Cullen/Frost Bankers
Texas
$2.59M -$8.05K -122 -0.3%
CB
317
Commerce Bank
Missouri
$2.59M -$75.5K -1,145 -3%
AMG
318
Advisors Management Group
Wisconsin
$2.59M -$17.5K -265 -0.7%
RG
319
Rathbones Group
United Kingdom
$2.58M -$191K -2,913 -7%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$2.57M +$8.71K +132 +0.3%
KCM
321
Kanawha Capital Management
Virginia
$2.56M -$203K -3,074 -7%
QCG
322
Quadrant Capital Group
Ohio
$2.56M +$126K +1,906 +5%
WSFS
323
Wilmington Savings Fund Society
Delaware
$2.55M +$2.55M +38,690 New
DMC
324
Drexel Morgan & Co
Pennsylvania
$2.54M
HCA
325
Horan Capital Advisors
Ohio
$2.51M -$38.4K -582 -2%