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 %
CCM
426
Chilton Capital Management
Texas
$1.62M +$70K +1,044 +5%
HAG
427
HF Advisory Group
Maryland
$1.62M +$54.4K +812 +3%
AA
428
Altman Advisors
Illinois
$1.59M +$71.2K +1,049 +5%
MFIM
429
Mesirow Financial Investment Management
Illinois
$1.59M +$372K +5,549 +30%
Luther King Capital Management (LKCM)
430
Luther King Capital Management (LKCM)
Texas
$1.57M +$9.52K +142 +0.6%
CCA
431
Checchi Capital Advisers
California
$1.57M +$7.78K +116 +0.5%
ACA
432
American Capital Advisory
Idaho
$1.55M +$311K +5,398 +25%
CM
433
Caption Management
Oklahoma
$1.54M +$1.54M +23,000 New
AW
434
Apricus Wealth
South Carolina
$1.54M +$354K +5,285 +30%
ERP
435
Eldred Rock Partners
Texas
$1.53M +$62.9K +938 +4%
LBC
436
Lowe Brockenbrough & Co
Virginia
$1.53M -$142K -2,115 -8%
WB
437
WesBanco Bank
West Virginia
$1.52M +$332K +4,951 +28%
SFS
438
Sowell Financial Services
Arkansas
$1.52M +$181K +2,702 +14%
GAG
439
GM Advisory Group
New York
$1.51M +$82.5K +1,231 +6%
IIM
440
Ipswich Investment Management
Massachusetts
$1.51M -$6.7K -100 -0.4%
HFS
441
Hantz Financial Services
Michigan
$1.5M -$31.4K -468 -2%
HF
442
HRT Financial
New York
$1.48M +$1.48M +22,145 New
KLWA
443
Kelly Lawrence W & Associates
California
$1.48M +$107K +1,600 +8%
MCM
444
MAI Capital Management
Ohio
$1.47M +$23.5K +350 +2%
EM
445
Excalibur Management
Massachusetts
$1.47M +$62.9K +938 +4%
AFG
446
Atomi Financial Group
New York
$1.46M +$178K +2,662 +14%
SCTC
447
Sanibel Captiva Trust Company
Florida
$1.46M +$1.94K +29 +0.1%
APWM
448
Atlas Private Wealth Management
New York
$1.45M +$29.2K +436 +2%
BIA
449
Barry Investment Advisors
Massachusetts
$1.44M -$1.68K -25 -0.1%
EGM
450
Engineers Gate Manager
New York
$1.43M +$1.43M +21,330 New