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 %
WS
526
Wedbush Securities
California
$1.19M -$94.4K -1,308 -7%
WANY
527
Wealthspire Advisors (New York)
New York
$1.19M +$3.39K +47 +0.3%
AAM
528
Auxier Asset Management
Oregon
$1.18M
FCP
529
Fidelis Capital Partners
Florida
$1.17M +$298K +4,222 +34%
OPCM
530
Osborne Partners Capital Management
California
$1.17M
BEAM
531
Baker Ellis Asset Management
Washington
$1.17M
AWM
532
Absher Wealth Management
North Carolina
$1.16M +$15.7K +218 +1%
CSIC
533
Clifford Swan Investment Counsel
California
$1.15M -$8.16K -113 -0.7%
DF
534
Donoghue Forlines
Massachusetts
$1.15M +$41.5K +575 +4%
HH
535
Hilltop Holdings
Texas
$1.15M +$19.8K +274 +2%
MIP
536
Marietta Investment Partners
Wisconsin
$1.15M
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$1.14M -$181K -2,488 -14%
NIM
538
Northeast Investment Management
Massachusetts
$1.14M +$9.89K +137 +0.9%
TSW
539
Thompson Siegel & Walmsley
Virginia
$1.12M
AWA
540
Arkadios Wealth Advisors
Georgia
$1.11M -$160K -2,215 -13%
CA
541
Crewe Advisors
Utah
$1.11M +$8.52K +118 +0.8%
PL
542
Perpetual Ltd
Australia
$1.1M
HSA
543
HBK Sorce Advisory
Pennsylvania
$1.1M +$41.9K +581 +4%
ISL
544
Ingalls & Snyder LLC
New York
$1.1M -$10.8K -150 -1%
BO
545
Bank OZK
Arkansas
$1.09M +$237K +3,278 +28%
KWM
546
Kingsview Wealth Management
Oregon
$1.08M +$53.4K +740 +5%
BB
547
Busey Bank
Illinois
$1.08M -$15.6K -216 -1%
CWP
548
Cyndeo Wealth Partners
Florida
$1.06M -$938 -13 -0.1%
BMO
549
Beck Mack & Oliver
New York
$1.06M
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$1.06M +$78.2K +1,084 +8%