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 %
4WM
426
44 Wealth Management
Oregon
$1.58M +$1.58M +23,680 New
CCA
427
Checchi Capital Advisers
California
$1.57M +$22.1K +335 +1%
AA
428
Altman Advisors
Illinois
$1.55M +$23K +349 +2%
HP
429
Hartree Partners
New York
$1.55M +$220K +3,340 +17%
Luther King Capital Management (LKCM)
430
Luther King Capital Management (LKCM)
Texas
$1.54M -$28.7K -435 -2%
SCTC
431
Sanibel Captiva Trust Company
Florida
$1.53M +$87.1K +1,321 +6%
SWM
432
Sendero Wealth Management
Texas
$1.53M +$126K +1,915 +9%
MFIM
433
Mesirow Financial Investment Management
Illinois
$1.53M -$6.46K -98 -0.4%
FCI
434
Financial Counselors Inc
Kansas
$1.52M +$23.9K +363 +2%
LBC
435
Lowe Brockenbrough & Co
Virginia
$1.52M +$19.7K +298 +1%
BG
436
Bollard Group
Massachusetts
$1.52M +$943K +14,296 +164%
SI
437
SCP Investment
California
$1.51M -$389K -5,900 -20%
SRC
438
Shufro Rose & Co
New York
$1.5M
Lido Advisors
439
Lido Advisors
California
$1.5M +$142K +2,157 +11%
HSBC Holdings
440
HSBC Holdings
United Kingdom
$1.48M -$1.3M -19,737 -47%
WTC
441
WhitTier Trust Company
Nevada
$1.48M +$27.4K +416 +2%
CA
442
Clearstead Advisors
Ohio
$1.48M -$17.7K -268 -1%
EM
443
Excalibur Management
Massachusetts
$1.48M -$15.4K -234 -1%
PGA
444
Portland Global Advisors
Maine
$1.47M -$133K -2,015 -8%
WB
445
WesBanco Bank
West Virginia
$1.46M -$27.5K -417 -2%
IIM
446
Ipswich Investment Management
Massachusetts
$1.46M -$25.7K -390 -2%
AWM
447
Apollon Wealth Management
South Carolina
$1.45M +$182K +2,766 +14%
LFAS
448
Level Four Advisory Services
Texas
$1.45M -$85.3K -1,263 -6%
DWP
449
Daymark Wealth Partners
Ohio
$1.45M +$63.2K +958 +5%
CIM
450
Confluence Investment Management
Missouri
$1.45M -$43.7K -663 -3%