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 %
MG
551
Mather Group
Illinois
$1.05M +$238K +3,543 +29%
AFG
552
American Financial Group
Ohio
$1.05M
UB
553
UMB Bank
Missouri
$1.04M -$253K -3,505 -20%
PA
554
Profund Advisors
Maryland
$1.04M +$30.2K +418 +3%
CTA
555
Chesley Taft & Associates
Illinois
$1.03M
MMA
556
Miracle Mile Advisors
California
$1.02M -$8.16K -113 -0.8%
Kovitz Investment Group Partners
557
Kovitz Investment Group Partners
Illinois
$1.02M +$142K +1,965 +16%
SIS
558
Susquehanna International Securities
Ireland
$1.02M -$1.31M -18,137 -56%
SGA
559
Strategic Global Advisors
California
$1.02M +$527K +3,914 +107%
CCI
560
Credit Capital Investments
New Jersey
$1.01M -$1.05M -14,500 -51%
QT
561
Quantbot Technologies
New York
$1.01M -$421K -5,830 -29%
LFA
562
Legacy Financial Advisors
Kentucky
$1.01M +$22.4K +310 +2%
MPI
563
Mairs & Power Inc
Minnesota
$1M
DG
564
DMC Group
Alabama
$1M +$43K +596 +4%
AWA
565
Arete Wealth Advisors
Illinois
$999K +$32K +444 +3%
SS
566
Sunbelt Securities
Texas
$998K -$40.6K -562 -4%
SW
567
SVB Wealth
Massachusetts
$998K -$124K -1,724 -11%
DWT
568
Dorsey & Whitney Trust
South Dakota
$996K +$42.2K +584 +4%
TIAA Trust, National Association
569
TIAA Trust, National Association
North Carolina
$996K +$16.2K +224 +2%
EWA
570
EP Wealth Advisors
California
$984K -$94.8K -1,314 -9%
SRC
571
Sage Rhino Capital
California
$983K +$5.34K +74 +0.5%
HKIM
572
Hayek Kallen Investment Management
Alabama
$983K +$1.3K +18 +0.1%
MFG
573
MidWestOne Financial Group
Iowa
$981K +$198K +2,742 +25%
LDB
574
Lee, Danner & Bass
Tennessee
$978K +$978K +13,556 New
Toronto Dominion Bank
575
Toronto Dominion Bank
Ontario, Canada
$978K -$16.2K -225 -2%