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 %
BRWA
476
B. Riley Wealth Advisors
Florida
$1.31M -$255K -3,793 -16%
CL
477
COWA LLC
Oklahoma
$1.3M +$4.95K +75 +0.4%
GWAG
478
Garrett Wealth Advisory Group
Texas
$1.29M +$421K +6,391 +48%
ACA
479
American Capital Advisory
Idaho
$1.29M -$131K -1,981 -9%
RIA
480
Recurrent Investment Advisors
Texas
$1.29M -$239K -23,931 -16%
IDBONY
481
Israel Discount Bank of New York
New York
$1.28M -$6.99K -106 -0.5%
HNB
482
Hilltop National Bank
Wyoming
$1.28M +$67.8K +1,028 +6%
PP
483
Pingora Partners
Wyoming
$1.28M -$13.2K -200 -1%
RSC
484
Red Spruce Capital
Pennsylvania
$1.28M -$29.8K -452 -2%
OWP
485
Obermeyer Wealth Partners
Colorado
$1.27M +$165K +2,500 +15%
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M
WA
487
WealthTrust Axiom
Pennsylvania
$1.26M -$25.1K -381 -2%
GT
488
Glenview Trust
Kentucky
$1.24M +$1.25K +19 +0.1%
SYBT
489
Stock Yards Bank & Trust
Kentucky
$1.21M -$57.4K -871 -5%
LI
490
Louisbourg Investments
New Brunswick, Canada
$1.21M
Prudential Financial
491
Prudential Financial
New Jersey
$1.2M -$527K -7,998 -30%
FCP
492
Fidelis Capital Partners
Florida
$1.2M +$93.3K +1,402 +8%
PS
493
Principal Securities
Iowa
$1.18M -$17.3K -262 -1%
NA
494
Navellier & Associates
Nevada
$1.16M -$51.2K -776 -4%
SCM
495
SOL Capital Management
Maryland
$1.16M -$8.24K -125 -0.7%
DF
496
Donoghue Forlines
Massachusetts
$1.15M +$94.8K +1,437 +9%
DAS
497
Dynamic Advisor Solutions
Arizona
$1.15M -$52.6K -798 -4%
RB
498
Rodgers Brothers
Pennsylvania
$1.15M +$13.2K +200 +1%
BDS
499
Banco de Sabadell
Florida
$1.14M -$182K -2,748 -14%
HAIM
500
Hunter Associates Investment Management
Pennsylvania
$1.14M