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 %
State Street
376
State Street
Massachusetts
$2.01M -$27.8K -422 -1%
SWM
377
SeaCrest Wealth Management
New York
$1.99M -$141K -2,143 -7%
JSC
378
Jackson Square Capital
California
$1.99M -$2.75M -41,710 -58%
CG
379
Caprock Group
Idaho
$1.98M +$66.7K +1,012 +3%
BC
380
Burney Company
Virginia
$1.97M -$11.3K -172 -0.6%
CIA
381
Concurrent Investment Advisors
Florida
$1.96M +$231K +3,503 +13%
BMA
382
Brooks Moore & Associates
Tennessee
$1.93M +$6.66K +101 +0.3%
SWP
383
Stratos Wealth Partners
Ohio
$1.92M +$463K +7,025 +32%
CCM
384
CAAS Capital Management
New York
$1.91M +$132K +2,000 +7%
S
385
SimplyRich
California
$1.91M +$138K +2,093 +8%
GT
386
Greenleaf Trust
Michigan
$1.91M +$691K +10,484 +57%
RWA
387
Roberts Wealth Advisors
California
$1.9M +$23.3K +341 +1%
UCFA
388
United Capital Financial Advisors
Texas
$1.9M +$44.8K +680 +2%
MA
389
Montag & Associates
Georgia
$1.88M -$93.2K -1,413 -5%
KPWS
390
Kestra Private Wealth Services
Texas
$1.87M -$891K -13,510 -32%
FM
391
Foster & Motley
Ohio
$1.87M -$55.8K -846 -3%
SC
392
Stolper & Co
Oklahoma
$1.87M -$17K -258 -0.9%
PNC
393
Park National Corp
Ohio
$1.84M -$72.7K -1,103 -4%
RCG
394
Regatta Capital Group
California
$1.83M +$34.4K +521 +2%
PWG
395
Portside Wealth Group
Utah
$1.83M -$122K -1,847 -6%
PF
396
Phoenix Financial
Israel
$1.82M -$1.66M -25,174 -48%
ST
397
Sentinel Trust
Texas
$1.82M
AWE
398
Avidian Wealth Enterprises
Texas
$1.8M -$6.79K -103 -0.4%
WPC
399
Waters Parkerson & Co
Louisiana
$1.8M -$6.59K -100 -0.4%
CTC
400
Central Trust Company
Missouri
$1.79M +$118K +1,785 +7%