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 %
VFA
376
Valeo Financial Advisors
Indiana
$2.15M -$91.9K -1,256 -4%
SWM
377
SeaCrest Wealth Management
New York
$2.14M -$58K -865 -3%
RhumbLine Advisers
378
RhumbLine Advisers
Massachusetts
$2.14M +$347K +5,183 +19%
ITC
379
Inspire Trust Company
Nevada
$2.14M +$999K +14,900 +87%
CASC
380
Coppell Advisory Solutions Corp
Texas
$2.12M +$2.12M +31,679 New
LFS
381
Leibman Financial Services
Nebraska
$2.12M -$7.91K -118 -0.4%
MA
382
Montag & Associates
Georgia
$2.11M -$646K -9,640 -23%
SB
383
Simmons Bank
Arkansas
$2.11M -$23.8K -355 -1%
PWG
384
Portside Wealth Group
Utah
$2.06M +$15.4K +230 +0.8%
PWM
385
Perigon Wealth Management
California
$2.03M +$200K +2,982 +11%
RIA
386
Recurrent Investment Advisors
Texas
$2.03M +$2.03M +77,082 New
State Street
387
State Street
Massachusetts
$2.03M +$1.01K +15 +0%
HTC
388
Haverford Trust Company
Pennsylvania
$2.01M -$38.2K -570 -2%
HWM
389
HB Wealth Management
Georgia
$2M -$142K -2,115 -7%
HIM
390
Harbour Investment Management
Washington
$2M +$276K +4,110 +16%
BRWA
391
B. Riley Wealth Advisors
Florida
$1.99M +$281K +4,364 +16%
TPCW
392
TD Private Client Wealth
New York
$1.97M -$249K -3,717 -11%
RWA
393
Roberts Wealth Advisors
California
$1.97M +$57.7K +802 +3%
PGA
394
Portland Global Advisors
Maine
$1.96M -$338K -5,040 -15%
BMA
395
Brooks Moore & Associates
Tennessee
$1.95M +$356K +5,315 +22%
PNC
396
Park National Corp
Ohio
$1.94M +$111K +1,663 +6%
HSBC Holdings
397
HSBC Holdings
United Kingdom
$1.94M +$922K +13,757 +91%
SC
398
Stolper & Co
Oklahoma
$1.92M +$8.25K +123 +0.4%
CCI
399
Credit Capital Investments
New Jersey
$1.91M
WPC
400
Waters Parkerson & Co
Louisiana
$1.89M +$44.5K +664 +2%