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 %
MMA
551
Miracle Mile Advisors
California
$957K -$14.4K -215 -1%
CTA
552
Chesley Taft & Associates
Illinois
$953K
KWM
553
Kingsview Wealth Management
Oregon
$952K +$6.91K +103 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
554
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$952K +$952K +14,200 New
CFM
555
Coronation Fund Managers
South Africa
$947K -$59.5K -887 -6%
PA
556
Profund Advisors
Maryland
$937K -$131K -1,958 -12%
MPI
557
Mairs & Power Inc
Minnesota
$933K
FNBOO
558
First National Bank of Omaha
Nebraska
$929K -$125K -1,699 -12%
Toronto Dominion Bank
559
Toronto Dominion Bank
Ontario, Canada
$923K +$1.34K +20 +0.1%
LFA
560
Legacy Financial Advisors
Kentucky
$915K +$31.4K +468 +4%
HKIM
561
Hayek Kallen Investment Management
Alabama
$912K +$1.21K +18 +0.1%
TIAA Trust, National Association
562
TIAA Trust, National Association
North Carolina
$910K +$42.2K +630 +5%
SRC
563
Sage Rhino Capital
California
$908K +$4.76K +71 +0.5%
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$908K +$67 +1 +0%
DAS
565
Dynamic Advisor Solutions
Arizona
$899K +$43.5K +649 +5%
AWA
566
Arete Wealth Advisors
Illinois
$898K -$111K -1,661 -11%
RCM
567
Radnor Capital Management
Pennsylvania
$894K -$40.8K -609 -4%
DG
568
DMC Group
Alabama
$890K +$75.5K +1,126 +9%
DWT
569
Dorsey & Whitney Trust
South Dakota
$886K +$6.24K +93 +0.7%
EWM
570
EPG Wealth Management
Georgia
$884K +$3.02K +45 +0.3%
BCM
571
Brookstone Capital Management
Illinois
$874K +$158K +2,358 +22%
GC
572
Guggenheim Capital
Illinois
$873K -$303K -4,513 -26%
CCM
573
CAAS Capital Management
New York
$872K +$201K +3,000 +30%
Citadel Advisors
574
Citadel Advisors
Florida
$871K +$278K +4,147 +47%
NL
575
NVWM LLC
Pennsylvania
$862K +$22.9K +342 +3%