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 %
SC
476
Solstein Capital
California
$1.31M +$56.9K +848 +5%
CA
477
Clearstead Advisors
Ohio
$1.31M +$17.5K +236 +1%
VT
478
Vise Technologies
New York
$1.3M +$61.6K +919 +5%
SYBT
479
Stock Yards Bank & Trust
Kentucky
$1.3M -$76.2K -1,137 -6%
WFI
480
West Family Investments
California
$1.29M +$32.9K +490 +3%
WT
481
Whittier Trust
California
$1.29M +$44.9K +670 +4%
MWM
482
Mission Wealth Management
California
$1.29M -$166K -2,483 -11%
CBOR
483
Community Bank of Raymore
Missouri
$1.28M -$285K -4,250 -18%
HCM
484
Howland Capital Management
Massachusetts
$1.28M -$261K -3,900 -17%
RFM
485
Royal Fund Management
Florida
$1.28M +$85.6K +1,277 +7%
VA
486
Vident Advisory
Georgia
$1.28M -$500K -7,454 -28%
FCH
487
Freestone Capital Holdings
Washington
$1.26M +$1.26M +18,844 New
MCM
488
McKinley Capital Management
Alaska
$1.25M -$273K -4,074 -18%
VAS
489
Vestmark Advisory Solutions
Massachusetts
$1.25M +$60.9K +909 +5%
GT
490
Greenleaf Trust
Michigan
$1.24M -$107K -1,596 -8%
LI
491
Louisbourg Investments
New Brunswick, Canada
$1.23M
PA
492
Parallel Advisors
California
$1.23M +$87K +1,297 +8%
Koshinski Asset Management
493
Koshinski Asset Management
Illinois
$1.22M +$737K +10,988 +152%
Lido Advisors
494
Lido Advisors
California
$1.2M +$172K +2,564 +17%
UB
495
UMB Bank
Missouri
$1.2M -$826K -12,322 -41%
SCM
496
SOL Capital Management
Maryland
$1.2M -$3.35K -50 -0.3%
WS
497
Wedbush Securities
California
$1.2M -$89.4K -1,334 -7%
OWP
498
Obermeyer Wealth Partners
Colorado
$1.19M +$892K +13,307 +295%
GT
499
Glenview Trust
Kentucky
$1.19M -$1.07K -16 -0.1%
AWA
500
Arkadios Wealth Advisors
Georgia
$1.18M +$244K +3,636 +26%