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 %
KWM
526
Kingsview Wealth Management
Oregon
$1.06M +$76.4K +1,158 +8%
MSFS
527
Main Street Financial Solutions
Pennsylvania
$1.06M -$28.8K -436 -3%
MIP
528
Marietta Investment Partners
Wisconsin
$1.05M
MCM
529
MAI Capital Management
Ohio
$1.05M -$661K -10,017 -39%
TSW
530
Thompson Siegel & Walmsley
Virginia
$1.04M +$19.8K +300 +2%
AIM
531
Alhambra Investment Management
Florida
$1.04M +$376K +5,696 +57%
Koshinski Asset Management
532
Koshinski Asset Management
Illinois
$1.03M -$3.43K -52 -0.3%
SC
533
Savant Capital
Illinois
$1.03M +$1.03M +15,609 New
PL
534
Perpetual Ltd
Australia
$1.03M +$19.8K +300 +2%
CA
535
Crewe Advisors
Utah
$1.02M
MG
536
Mather Group
Illinois
$1M -$31.4K -476 -3%
BO
537
Bank OZK
Arkansas
$993K -$3.1K -47 -0.3%
FHA
538
Flagship Harbor Advisors
Massachusetts
$972K +$972K +14,743 New
CWP
539
Cyndeo Wealth Partners
Florida
$968K -$1.85K -28 -0.2%
BMO
540
Beck Mack & Oliver
New York
$967K
CSIC
541
Clifford Swan Investment Counsel
California
$963K -$92.1K -1,396 -9%
SC
542
Syon Capital
California
$962K +$152K +2,306 +19%
AFG
543
American Financial Group
Ohio
$956K
IA
544
IFP Advisors
Florida
$953K -$305K -4,622 -24%
Manulife (Manufacturers Life Insurance)
545
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$951K -$181K -2,742 -16%
DWT
546
Dorsey & Whitney Trust
South Dakota
$951K +$40.8K +619 +4%
WANY
547
Wealthspire Advisors (New York)
New York
$944K -$140K -2,127 -13%
CWM
548
Congress Wealth Management
Massachusetts
$944K +$546K +8,276 +137%
CAMG
549
CWA Asset Management Group
Florida
$934K +$934K +14,163 New
CTA
550
Chesley Taft & Associates
Illinois
$934K -$3.96K -60 -0.4%