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 %
PAG
351
Private Advisor Group
New Jersey
$2.41M +$2.48K +37 +0.1%
AWAG
352
ARS Wealth Advisors Group
Florida
$2.4M -$4.66M -69,520 -66%
MAM
353
Madison Asset Management
Wisconsin
$2.4M -$780K -11,631 -25%
BP
354
BBR Partners
New York
$2.39M +$117K +1,741 +5%
NA
355
NewEdge Advisors
Louisiana
$2.37M -$698K -10,409 -23%
BW
356
Bison Wealth
Georgia
$2.35M +$3.96K +59 +0.2%
SC
357
Sierra Capital
Florida
$2.35M +$134 +2 +0%
QOP
358
Quinn Opportunity Partners
Virginia
$2.35M
QCG
359
Quadrant Capital Group
Ohio
$2.34M -$42.6K -636 -2%
BG
360
Bahl & Gaynor
Ohio
$2.34M
SFA
361
Sequoia Financial Advisors
Ohio
$2.34M -$1.89M -28,217 -45%
JFG
362
Jefferies Financial Group
New York
$2.33M -$1.71M -25,555 -42%
PCG
363
Prosperity Consulting Group
Maryland
$2.29M +$2.29M +34,200 New
PWW
364
Pettyjohn Wood & White
Virginia
$2.28M +$607K +9,059 +36%
NW
365
NewEdge Wealth
Pennsylvania
$2.28M +$299K +4,145 +15%
WA
366
Wambolt & Associates
Colorado
$2.28M +$855K +12,594 +60%
MCM
367
Mitchell Capital Management
Kansas
$2.27M +$93.6K +1,396 +4%
CS
368
Cannell & Spears
New York
$2.19M +$2.19M +32,709 New
FM
369
Foster & Motley
Ohio
$2.19M -$328K -4,887 -13%
FFM
370
Forum Financial Management
Illinois
$2.18M +$130K +1,939 +6%
GA
371
GFS Advisors
Texas
$2.18M
ASN
372
Advisory Services Network
Georgia
$2.17M +$162K +2,413 +8%
OWA
373
Octavia Wealth Advisors
Ohio
$2.17M +$38.4K +573 +2%
SIS
374
Susquehanna International Securities
Ireland
$2.16M -$871K -12,999 -29%
BC
375
Burney Company
Virginia
$2.15M +$86.8K +1,295 +4%