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 %
GEA
576
Glen Eagle Advisors
New Jersey
$842K +$39.1K +593 +5%
LSAG
577
Lake Street Advisors Group
New Hampshire
$841K -$8.44K -128 -1%
Toronto Dominion Bank
578
Toronto Dominion Bank
Ontario, Canada
$840K -$53.3K -808 -6%
GWA
579
Gratus Wealth Advisors
Virginia
$838K +$79.8K +1,136 +11%
NL
580
NVWM LLC
Pennsylvania
$838K -$4.22K -64 -0.5%
FNBOO
581
First National Bank of Omaha
Nebraska
$836K -$6.6K -100 -0.8%
JIR
582
James Investment Research
Ohio
$832K +$45K +682 +6%
PGIM
583
Pacific Global Investment Management
California
$827K -$28.8K -437 -3%
PA
584
Profund Advisors
Maryland
$825K -$124K -1,887 -13%
EWM
585
EPG Wealth Management
Georgia
$824K +$824K +12,496 New
AWA
586
Arkadios Wealth Advisors
Georgia
$822K -$196K -2,971 -19%
MGWM
587
Marks Group Wealth Management
Minnesota
$819K +$17K +257 +2%
AWM
588
AE Wealth Management
Kansas
$812K +$13.8K +209 +2%
JWCA
589
J.W. Cole Advisors
Florida
$808K -$39.7K -602 -5%
HPM
590
Hudson Portfolio Management
New York
$808K +$808K +12,250 New
BCM
591
Bayesian Capital Management
New York
$805K +$805K +12,200 New
CCM
592
Coldstream Capital Management
Washington
$803K +$81.8K +1,240 +11%
BB
593
Busey Bank
Illinois
$798K -$184K -2,795 -19%
PC
594
Permanens Capital
New York
$797K +$797K +12,081 New
SMA
595
Sage Mountain Advisors
Georgia
$792K +$332K +5,034 +72%
SIG
596
Stonegate Investment Group
Alabama
$790K +$36.1K +547 +5%
OWA
597
One Wealth Advisors
California
$789K -$1.85K -28 -0.2%
NG
598
Norden Group
Utah
$786K +$106K +1,612 +16%
EAM
599
Eagle Asset Management
Florida
$785K +$75.4K +1,125 +11%
IWM
600
IHT Wealth Management
Illinois
$783K +$384K +5,815 +96%