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 %
WSCM
401
Wellington Shields Capital Management
New York
$1.87M
GAM
402
Gotham Asset Management
New York
$1.86M
GCC
403
Game Creek Capital
Massachusetts
$1.85M -$41.9K -625 -2%
TCM
404
Tandem Capital Management
New Jersey
$1.85M +$37.9K +566 +2%
ST
405
Sentinel Trust
Texas
$1.85M +$939K +14,000 +104%
LIM
406
Leavell Investment Management
Alabama
$1.83M -$342K -5,108 -16%
SA
407
SpiderRock Advisors
Delaware
$1.82M +$1.82M +27,578 New
TNBTD
408
Trustmark National Bank Trust Department
Mississippi
$1.81M -$693K -10,336 -28%
HCMT
409
Highland Capital Management (Tennessee)
Tennessee
$1.79M
S
410
SimplyRich
California
$1.79M +$10.3K +153 +0.6%
RCG
411
Regatta Capital Group
California
$1.75M +$36.1K +539 +2%
HAG
412
HighPoint Advisor Group
Illinois
$1.75M +$29.4K +397 +2%
CTC
413
Central Trust Company
Missouri
$1.74M -$28.8K -429 -2%
AWE
414
Avidian Wealth Enterprises
Texas
$1.74M +$165K +2,465 +11%
CL
415
COWA LLC
Oklahoma
$1.72M -$62.1K -927 -3%
CCM
416
Cohen Capital Management
California
$1.72M
CIG
417
Cullen Investment Group
Louisiana
$1.69M -$43.3K -621 -3%
PI
418
PFG Investments
New York
$1.68M +$1.01M +15,009 +150%
S
419
Systrade
Liechtenstein
$1.68M
TSS
420
Two Sigma Securities
New York
$1.67M +$1.46M +21,836 +694%
FCI
421
Financial Counselors Inc
Kansas
$1.65M -$86.3K -1,288 -5%
IWM
422
Iams Wealth Management
Nebraska
$1.63M +$84K +1,342 +5%
SI
423
SCP Investment
California
$1.63M +$101K +1,500 +7%
JIC
424
Johnson Investment Counsel
Ohio
$1.63M -$28.6K -426 -2%
HR
425
Howe & Rusling
New York
$1.62M +$6.3K +94 +0.4%