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 %
SWM
451
Sendero Wealth Management
Texas
$1.43M -$461K -6,878 -24%
SWP
452
Stratos Wealth Partners
Ohio
$1.42M -$153K -2,277 -10%
GLR
453
Great Lakes Retirement
Ohio
$1.42M +$57.1K +851 +4%
WTC
454
WhitTier Trust Company
Nevada
$1.42M +$132K +1,976 +10%
HA
455
Herold Advisors
New York
$1.41M +$13.9K +207 +1%
Prudential Financial
456
Prudential Financial
New Jersey
$1.41M -$616K -9,183 -30%
ONB
457
Old National Bancorp
Indiana
$1.4M -$81.8K -1,220 -6%
BCM
458
BTC Capital Management
Iowa
$1.4M +$1.4M +20,886 New
CIA
459
Concurrent Investment Advisors
Florida
$1.39M +$91.9K +1,371 +7%
IC
460
Inscription Capital
Texas
$1.38M +$813K +12,128 +143%
EIP
461
Epoch Investment Partners
New York
$1.38M -$1.5M -22,399 -52%
SRC
462
Shufro Rose & Co
New York
$1.37M +$121K +1,800 +10%
LFAS
463
Level Four Advisory Services
Texas
$1.36M +$32.2K +489 +2%
HP
464
Hartree Partners
New York
$1.35M
IC
465
IEQ Capital
California
$1.35M -$3.02K -45 -0.2%
LWCFA
466
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.35M
QIM
467
Quest Investment Management
Oregon
$1.34M
RSC
468
Red Spruce Capital
Pennsylvania
$1.34M -$10.5K -157 -0.8%
GFG
469
Greystone Financial Group
Michigan
$1.33M +$257K +3,829 +24%
QT
470
Quantbot Technologies
New York
$1.33M -$2.09M -31,249 -61%
AWM
471
Apollon Wealth Management
South Carolina
$1.32M +$268K +4,001 +26%
WA
472
WealthTrust Axiom
Pennsylvania
$1.31M +$335 +5 +0%
BFIM
473
Beese Fulmer Investment Management
Ohio
$1.31M -$27.2K -405 -2%
PP
474
Pingora Partners
Wyoming
$1.31M -$20.1K -300 -2%
IDBONY
475
Israel Discount Bank of New York
New York
$1.31M