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 %
PCIA
501
Prime Capital Investment Advisors
Kansas
$1.18M -$42.1K -628 -3%
CS
502
Crescent Sterling
Louisiana
$1.17M -$233K -3,470 -17%
PS
503
Principal Securities
Iowa
$1.16M +$95.5K +1,424 +9%
WAM
504
WNY Asset Management
New York
$1.16M -$48.1K -717 -4%
HAIM
505
Hunter Associates Investment Management
Pennsylvania
$1.16M -$67.2K -1,000 -5%
HNB
506
Hilltop National Bank
Wyoming
$1.16M +$1.16M +17,331 New
IA
507
IFP Advisors
Florida
$1.15M -$81.1K -1,210 -7%
CCB
508
Cutter & Co Brokerage
Missouri
$1.15M -$63K -939 -5%
IAA
509
Independent Advisor Alliance
North Carolina
$1.14M -$126K -1,877 -10%
Manulife (Manufacturers Life Insurance)
510
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M -$85K -1,268 -7%
EA
511
Ellsworth Advisors
Ohio
$1.13M +$68.5K +945 +6%
NLP
512
Next Level Private
New York
$1.12M +$1.81K +27 +0.2%
BWL
513
Bogart Wealth LLC
Virginia
$1.11M +$139K +2,079 +14%
NHC
514
Nicholas Hoffman & Company
Georgia
$1.11M -$8.65K -129 -0.8%
MSFS
515
Main Street Financial Solutions
Pennsylvania
$1.11M +$894K +13,328 +418%
IAN
516
Integrated Advisors Network
Texas
$1.1M -$3.32M -49,574 -75%
WANY
517
Wealthspire Advisors (New York)
New York
$1.1M +$2.82K +42 +0.3%
AAM
518
Auxier Asset Management
Oregon
$1.1M -$81.8K -1,220 -7%
BDS
519
Banco de Sabadell
Florida
$1.09M +$111K +1,653 +11%
OPCM
520
Osborne Partners Capital Management
California
$1.09M
BEAM
521
Baker Ellis Asset Management
Washington
$1.09M
CSIC
522
Clifford Swan Investment Counsel
California
$1.08M -$11.9K -178 -1%
CI
523
Clal Insurance
Israel
$1.07M -$268K -4,000 -20%
MIP
524
Marietta Investment Partners
Wisconsin
$1.07M
AWM
525
Absher Wealth Management
North Carolina
$1.06M +$35.7K +532 +3%