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 %
LNC
526
Lincoln National Corp
Pennsylvania
$1.05M +$97.5K +1,454 +10%
HH
527
Hilltop Holdings
Texas
$1.05M -$63.7K -950 -6%
NIM
528
Northeast Investment Management
Massachusetts
$1.05M +$19K +284 +2%
Rafferty Asset Management
529
Rafferty Asset Management
New York
$1.04M -$144K -2,145 -12%
SW
530
SVB Wealth
Massachusetts
$1.04M -$846K -12,619 -45%
NA
531
Navellier & Associates
Nevada
$1.04M +$71.3K +1,064 +7%
TSW
532
Thompson Siegel & Walmsley
Virginia
$1.04M
ISL
533
Ingalls & Snyder LLC
New York
$1.03M -$19K -283 -2%
DF
534
Donoghue Forlines
Massachusetts
$1.03M -$115K -1,712 -10%
TCM
535
Traynor Capital Management
Pennsylvania
$1.03M -$62.4K -931 -6%
CA
536
Crewe Advisors
Utah
$1.02M +$1.02M +15,283 New
PL
537
Perpetual Ltd
Australia
$1.02M
AQR Capital Management
538
AQR Capital Management
Connecticut
$1.02M +$1.02M +15,206 New
BB
539
Busey Bank
Illinois
$1.01M +$47.5K +709 +5%
RFA
540
Resurgent Financial Advisors
Georgia
$1.01M +$397K +5,926 +65%
EWA
541
EP Wealth Advisors
California
$1M +$201K +2,994 +25%
CGL
542
Clarius Group LLC
Washington
$1M -$39.5K -589 -4%
CIM
543
Confluence Investment Management
Missouri
$992K +$9.79K +146 +1%
FRM
544
Fox Run Management
Connecticut
$991K +$498K +7,434 +101%
CWP
545
Cyndeo Wealth Partners
Florida
$987K +$804 +12 +0.1%
HSA
546
HBK Sorce Advisory
Pennsylvania
$984K -$62.5K -933 -6%
BMO
547
Beck Mack & Oliver
New York
$983K
IF
548
Intrua Financial
Texas
$978K -$7.71K -115 -0.8%
AFG
549
American Financial Group
Ohio
$972K
SS
550
Sunbelt Securities
Texas
$965K +$22.6K +337 +2%