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 %
SIC
576
Shoker Investment Counsel
Ohio
$862K
PGIM
577
Pacific Global Investment Management
California
$860K +$8.58K +128 +1%
MYIA
578
Mount Yale Investment Advisors
Colorado
$858K -$1M -14,958 -54%
TCOT
579
Trust Company of Toledo
Ohio
$857K -$2.41K -36 -0.3%
TYCC
580
Texas Yale Capital Corp
Florida
$855K
AGA
581
Arkos Global Advisors
Texas
$848K +$109K +1,633 +15%
MA
582
Mutual Advisors
Nebraska
$846K +$17.8K +266 +2%
WA
583
Wealth Alliance
New York
$840K -$165K -2,465 -16%
First Manhattan
584
First Manhattan
New York
$834K +$34.5K +514 +4%
TWD
585
True Wealth Design
Ohio
$833K +$20.4K +305 +3%
FCP
586
Fidelis Capital Partners
Florida
$832K +$437K +6,523 +111%
GSC
587
Grey Street Capital
Illinois
$821K +$821K +12,248 New
OA
588
Oxbow Advisors
Texas
$821K
Kovitz Investment Group Partners
589
Kovitz Investment Group Partners
Illinois
$818K +$818K +12,197 New
POIA
590
Pin Oak Investment Advisors
Texas
$816K -$2.01K -30 -0.2%
AAS
591
Ameritas Advisory Services
Nebraska
$813K +$101K +1,413 +14%
LSAG
592
Lake Street Advisors Group
New Hampshire
$811K -$64.7K -965 -7%
WA
593
WESPAC Advisors
California
$808K +$97.3K +1,452 +14%
DT
594
Diversified Trust
Tennessee
$804K +$207K +3,093 +35%
JWCA
595
J.W. Cole Advisors
Florida
$804K -$3.15K -47 -0.4%
GDP
596
Great Diamond Partners
Maine
$802K +$16.6K +248 +2%
AMIM
597
Aull & Monroe Investment Management
Alabama
$801K
JIR
598
James Investment Research
Ohio
$800K -$5.77K -86 -0.7%
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$799K -$33.5K -500 -4%
MG
600
Mather Group
Illinois
$797K -$53.4K -811 -6%