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 %
PGA
426
Portland Global Advisors
Maine
$1.75M -$357K -4,943 -17%
PFMU
427
Privium Fund Management (UK)
United Kingdom
$1.74M +$1.74M +23,856 New
Luther King Capital Management (LKCM)
428
Luther King Capital Management (LKCM)
Texas
$1.72M +$30K +415 +2%
JIC
429
Johnson Investment Counsel
Ohio
$1.71M -$36.1K -500 -2%
KLWA
430
Kelly Lawrence W & Associates
California
$1.71M +$115K +1,600 +7%
AW
431
Apricus Wealth
South Carolina
$1.7M +$45.5K +630 +3%
HAG
432
HF Advisory Group
Maryland
$1.7M -$43.4K -601 -2%
CCA
433
Checchi Capital Advisers
California
$1.69M +$7.72K +107 +0.5%
CCM
434
Chilton Capital Management
Texas
$1.69M -$56.6K -784 -3%
MFIM
435
Mesirow Financial Investment Management
Illinois
$1.68M -$33.9K -470 -2%
BRWA
436
B. Riley Wealth Advisors
Florida
$1.68M -$554K -7,675 -25%
AA
437
Altman Advisors
Illinois
$1.67M -$17.5K -242 -1%
CIG
438
Cullen Investment Group
Louisiana
$1.66M -$84.3K -1,168 -5%
LBC
439
Lowe Brockenbrough & Co
Virginia
$1.64M
LFAS
440
Level Four Advisory Services
Texas
$1.64M +$156K +2,161 +10%
CA
441
Clearstead Advisors
Ohio
$1.64M +$368K +5,103 +29%
FCI
442
Financial Counselors Inc
Kansas
$1.64M -$131K -1,818 -7%
VT
443
Vise Technologies
New York
$1.64M +$237K +3,287 +17%
EM
444
Excalibur Management
Massachusetts
$1.63M +$56.7K +786 +4%
CIM
445
Confluence Investment Management
Missouri
$1.63M +$563K +7,800 +53%
IAS
446
Insigneo Advisory Services
Florida
$1.63M -$1.03M -14,706 -39%
WB
447
WesBanco Bank
West Virginia
$1.63M -$9.38K -130 -0.6%
IIM
448
Ipswich Investment Management
Massachusetts
$1.62M
YIH
449
Y-Intercept (HK)
Hong Kong
$1.61M -$3.14M -43,532 -66%
GAG
450
GM Advisory Group
New York
$1.6M -$23.9K -331 -1%