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 %
HTC
401
Haverford Trust Company
Pennsylvania
$1.79M -$11.3K -171 -0.6%
LIM
402
Leavell Investment Management
Alabama
$1.78M -$25.6K -388 -1%
PCG
403
Prosperity Consulting Group
Maryland
$1.77M -$149K -2,254 -8%
AFG
404
Atomi Financial Group
New York
$1.75M -$141K -2,139 -7%
GCC
405
Game Creek Capital
Massachusetts
$1.75M
TNBTD
406
Trustmark National Bank Trust Department
Mississippi
$1.74M +$43.5K +660 +3%
GLR
407
Great Lakes Retirement
Ohio
$1.73M +$53.2K +806 +3%
JIC
408
Johnson Investment Counsel
Ohio
$1.72M +$156K +2,370 +10%
AF
409
Allworth Financial
California
$1.69M +$20.8K +315 +1%
WSCM
410
Wellington Shields Capital Management
New York
$1.69M -$145K -2,200 -8%
HAG
411
HF Advisory Group
Maryland
$1.68M +$131K +1,993 +8%
TCM
412
Tandem Capital Management
New Jersey
$1.68M -$119K -1,800 -7%
KLWA
413
Kelly Lawrence W & Associates
California
$1.66M +$106K +1,600 +7%
AW
414
Apricus Wealth
South Carolina
$1.66M +$108K +1,640 +7%
IWM
415
Iams Wealth Management
Nebraska
$1.66M +$42.7K +647 +3%
VFA
416
Valeo Financial Advisors
Indiana
$1.66M -$165K -2,505 -9%
TPCW
417
TD Private Client Wealth
New York
$1.65M -$378K -5,732 -19%
PI
418
PFG Investments
New York
$1.65M -$114K -1,722 -6%
CCM
419
Chilton Capital Management
Texas
$1.61M +$71.3K +1,081 +5%
HR
420
Howe & Rusling
New York
$1.61M +$484K +7,345 +43%
VT
421
Vise Technologies
New York
$1.61M +$113K +1,710 +8%
HAG
422
HighPoint Advisor Group
Illinois
$1.6M -$62.5K -948 -4%
CCM
423
Cohen Capital Management
California
$1.6M -$98.9K -1,500 -6%
HCMT
424
Highland Capital Management (Tennessee)
Tennessee
$1.59M -$36.9K -560 -2%
SWP
425
Strategic Wealth Partners
Ohio
$1.58M -$158K -2,390 -9%