1,369 hedge funds and large institutions have $25.6B invested in Shell in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 497 increasing their positions, 454 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+38
Holders Change %
+2.85%
% of All Funds
19.91%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.48%
New
123
Increased
497
Reduced
454
Closed
63
Calls
$950M
Puts
$448M
Net Calls
+$502M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
LMIM
351
Lockheed Martin Investment Management
Maryland
$2.58M +$2.58M +35,700 New
ERP
352
Eldred Rock Partners
Texas
$2.57M +$920K +12,752 +56%
PWW
353
Pettyjohn Wood & White
Virginia
$2.57M +$110K +1,525 +4%
PAG
354
Private Advisor Group
New Jersey
$2.55M -$42.2K -585 -2%
UOTTAIMCU
355
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.55M -$956K -13,244 -27%
RhumbLine Advisers
356
RhumbLine Advisers
Massachusetts
$2.53M +$227K +3,143 +10%
SC
357
Sierra Capital
Florida
$2.53M
BG
358
Bahl & Gaynor
Ohio
$2.52M
OWA
359
Octavia Wealth Advisors
Ohio
$2.5M +$166K +2,295 +7%
EARNEST Partners
360
EARNEST Partners
Georgia
$2.42M -$178K -2,463 -7%
BP
361
BBR Partners
New York
$2.41M -$155K -2,150 -6%
IC
362
IEQ Capital
California
$2.41M +$952K +13,185 +65%
MAM
363
Madison Asset Management
Wisconsin
$2.41M -$175K -2,424 -7%
CS
364
Cannell & Spears
New York
$2.36M
BW
365
Bison Wealth
Georgia
$2.35M
MYIA
366
Mount Yale Investment Advisors
Colorado
$2.35M +$1.42M +19,721 +154%
AWAG
367
ARS Wealth Advisors Group
Florida
$2.33M -$246K -3,410 -10%
SWM
368
SeaCrest Wealth Management
New York
$2.33M +$21.9K +304 +1%
GA
369
GFS Advisors
Texas
$2.33M -$129M -31,880 -98%
AS
370
Altshuler Shaham
Israel
$2.31M -$684K -9,480 -23%
ASN
371
Advisory Services Network
Georgia
$2.29M -$50.5K -699 -2%
FFM
372
Forum Financial Management
Illinois
$2.28M -$63.2K -875 -3%
PWM
373
Perigon Wealth Management
California
$2.27M +$80.4K +1,114 +4%
NW
374
NewEdge Wealth
Pennsylvania
$2.26M -$22.7K -314 -1%
SB
375
Simmons Bank
Arkansas
$2.25M -$18.6K -257 -0.8%