1,369 hedge funds and large institutions have $25.6B invested in Shell in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 497 increasing their positions, 454 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+38
Holders Change %
+2.85%
% of All Funds
19.91%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.48%
New
123
Increased
497
Reduced
454
Closed
63
Calls
$950M
Puts
$448M
Net Calls
+$502M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
501
Louisbourg Investments
New Brunswick, Canada
$1.32M
PS
502
Principal Securities
Iowa
$1.32M +$62.1K +860 +5%
BTI
503
Blue Trust Inc
Georgia
$1.31M +$679K +10,121 +107%
DAS
504
Dynamic Advisor Solutions
Arizona
$1.31M +$346K +4,788 +36%
SGI
505
Summit Global Investments
Utah
$1.3M +$1.03M +14,263 +384%
MCM
506
McKinley Capital Management
Alaska
$1.29M -$57.3K -794 -4%
SCM
507
SOL Capital Management
Maryland
$1.27M -$18K -250 -1%
EA
508
Ellsworth Advisors
Ohio
$1.27M +$150K +2,085 +13%
CS
509
Crescent Sterling
Louisiana
$1.26M
TCM
510
Traynor Capital Management
Pennsylvania
$1.26M +$152K +2,110 +14%
HAIM
511
Hunter Associates Investment Management
Pennsylvania
$1.24M -$7.21K -100 -0.6%
IAA
512
Independent Advisor Alliance
North Carolina
$1.24M +$11K +152 +0.9%
RB
513
Rodgers Brothers
Pennsylvania
$1.24M -$2.11M -29,250 -63%
Manulife (Manufacturers Life Insurance)
514
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24M +$24.3K +337 +2%
HR
515
Howe & Rusling
New York
$1.24M -$510K -7,063 -29%
GC
516
Guggenheim Capital
Illinois
$1.23M +$289K +4,002 +31%
CCB
517
Cutter & Co Brokerage
Missouri
$1.23M -$7.65K -106 -0.6%
NLP
518
Next Level Private
New York
$1.22M +$8.73K +121 +0.7%
OWP
519
Obermeyer Wealth Partners
Colorado
$1.21M -$72.2K -1,000 -6%
NHC
520
Nicholas Hoffman & Company
Georgia
$1.21M +$17.4K +241 +1%
IAN
521
Integrated Advisors Network
Texas
$1.21M +$20.1K +279 +2%
BWL
522
Bogart Wealth LLC
Virginia
$1.2M +$4.76K +66 +0.4%
PCIA
523
Prime Capital Investment Advisors
Kansas
$1.2M -$70.2K -972 -6%
MSFS
524
Main Street Financial Solutions
Pennsylvania
$1.19M +$1.66K +23 +0.1%
WAM
525
WNY Asset Management
New York
$1.19M -$59.1K -819 -5%