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 %
TCM
501
Traynor Capital Management
Pennsylvania
$1.14M -$11.7K -177 -1%
TYCC
502
Texas Yale Capital Corp
Florida
$1.13M +$267K +4,050 +31%
VOYA Investment Management
503
VOYA Investment Management
Georgia
$1.13M -$10.9M -165,432 -91%
Royal London Asset Management
504
Royal London Asset Management
United Kingdom
$1.12M -$3.47M -52,684 -76%
NLP
505
Next Level Private
New York
$1.11M +$1.72K +26 +0.2%
DA
506
Denali Advisors
California
$1.11M +$1.11M +16,819 New
SM
507
Sweeney & Michel
California
$1.11M -$1.97M -29,393 -64%
IAN
508
Integrated Advisors Network
Texas
$1.11M +$3.63K +55 +0.3%
HCM
509
Howland Capital Management
Massachusetts
$1.1M -$145K -2,200 -12%
BWL
510
Bogart Wealth LLC
Virginia
$1.1M +$5.74K +87 +0.5%
EWA
511
EP Wealth Advisors
California
$1.1M +$204K +3,087 +23%
PCIA
512
Prime Capital Investment Advisors
Kansas
$1.1M +$198 +3 +0%
NHC
513
Nicholas Hoffman & Company
Georgia
$1.09M -$11.2K -170 -1%
BEAM
514
Baker Ellis Asset Management
Washington
$1.09M +$26.4K +400 +2%
BFWM
515
Bright Futures Wealth Management
New York
$1.08M +$334K +5,097 +45%
IAA
516
Independent Advisor Alliance
North Carolina
$1.08M -$54.5K -827 -5%
AAM
517
Auxier Asset Management
Oregon
$1.08M
ONB
518
Old National Bancorp
Indiana
$1.07M -$238K -3,605 -18%
CS
519
Crescent Sterling
Louisiana
$1.07M -$78.4K -1,189 -7%
CCB
520
Cutter & Co Brokerage
Missouri
$1.07M -$45.7K -693 -4%
AWA
521
Aaron Wealth Advisors
Illinois
$1.07M +$254K +3,858 +31%
OPCM
522
Osborne Partners Capital Management
California
$1.07M
AA
523
Axiom Advisory
California
$1.07M +$501K +7,075 +88%
Allspring Global Investments
524
Allspring Global Investments
North Carolina
$1.07M +$333K +5,050 +45%
WS
525
Wedbush Securities
California
$1.06M -$26.8K -406 -2%