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 %
CAS
376
Coppell Advisory Solutions
Texas
$2.25M +$2.25M +31,109 New
State Street
377
State Street
Massachusetts
$2.23M +$46.7K +647 +2%
TPCW
378
TD Private Client Wealth
New York
$2.22M +$94.7K +1,312 +4%
HIM
379
Harbour Investment Management
Washington
$2.2M +$54.1K +750 +3%
SSA
380
Schonfeld Strategic Advisors
New York
$2.18M -$16.5M -228,171 -88%
RIA
381
Recurrent Investment Advisors
Texas
$2.17M +$1.08M +76,195 +99%
BC
382
Burney Company
Virginia
$2.17M -$153K -2,113 -7%
MA
383
Montag & Associates
Georgia
$2.16M -$110K -1,520 -5%
PWG
384
Portside Wealth Group
Utah
$2.13M -$85.4K -1,183 -4%
FM
385
Foster & Motley
Ohio
$2.11M -$246K -3,403 -10%
BMA
386
Brooks Moore & Associates
Tennessee
$2.1M
CG
387
Caprock Group
Idaho
$2.1M +$1.27M +17,650 +155%
PCG
388
Prosperity Consulting Group
Maryland
$2.1M -$374K -5,175 -15%
PNC
389
Park National Corp
Ohio
$2.09M -$4.69K -65 -0.2%
Jones Financial Companies
390
Jones Financial Companies
Missouri
$2.09M +$1.57M +21,797 +307%
SI
391
SCP Investment
California
$2.08M +$325K +4,500 +19%
AFG
392
Atomi Financial Group
New York
$2.07M +$495K +6,861 +31%
SC
393
Stolper & Co
Oklahoma
$2.07M -$2.02K -28 -0.1%
UCFA
394
United Capital Financial Advisors
Texas
$2.03M -$830K -11,501 -29%
GS
395
GTS Securities
New York
$2.01M -$1.77M -24,586 -47%
WSCM
396
Wellington Shields Capital Management
New York
$2.01M
GAM
397
Gotham Asset Management
New York
$2M
RWA
398
Roberts Wealth Advisors
California
$2M +$9K +124 +0.5%
TCM
399
Tandem Capital Management
New Jersey
$2M -$25.6K -350 -1%
VFA
400
Valeo Financial Advisors
Indiana
$1.99M -$130K -1,797 -6%