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 %
OA
601
Oxbow Advisors
Texas
$869K -$14.4K -200 -2%
GDP
602
Great Diamond Partners
Maine
$866K +$2.17K +30 +0.3%
OWA
603
One Wealth Advisors
California
$862K +$289K +4,014 +50%
JIR
604
James Investment Research
Ohio
$861K
GWMR
605
GC Wealth Management RIA
Massachusetts
$854K +$193K +2,676 +29%
SCM
606
Schnieders Capital Management
California
$849K +$93.8K +1,300 +12%
POIA
607
Pin Oak Investment Advisors
Texas
$835K -$42.8K -593 -5%
FB
608
Fulton Bank
Pennsylvania
$826K +$384K +5,314 +87%
SIG
609
Stonegate Investment Group
Alabama
$826K +$198K +2,738 +31%
AAS
610
Ameritas Advisory Services
Nebraska
$824K +$4.76K +66 +0.6%
CIA
611
Capital Investment Advisors
Georgia
$822K +$7.44K +103 +0.9%
BP
612
Ballentine Partners
Massachusetts
$819K +$94.1K +1,303 +13%
HIP
613
HUB Investment Partners
Texas
$818K -$30.2K -419 -4%
BFWM
614
Bright Futures Wealth Management
New York
$815K +$63.7K +889 +8%
BCM
615
Brookstone Capital Management
Illinois
$814K -$142K -1,931 -15%
CLOS
616
Compagnie Lombard Odier SCmA
Switzerland
$813K +$473K +6,551 +139%
MGIA
617
Moneta Group Investment Advisors
Missouri
$812K +$13.6K +188 +2%
Allspring Global Investments
618
Allspring Global Investments
North Carolina
$803K +$306K +4,233 +61%
AMIM
619
Aull & Monroe Investment Management
Alabama
$803K -$59K -817 -7%
FHA
620
First Horizon Advisors
Tennessee
$801K +$10.3K +142 +1%
SIGI
621
Susquehanna International Group (Ireland)
Ireland
$798K -$3.83M -53,045 -83%
CCIA
622
Campbell & Co Investment Adviser
Maryland
$798K +$457K +6,332 +134%
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$798K -$62.4K -865 -7%
GFP
624
Gryphon Financial Partners
Ohio
$798K +$1.81K +25 +0.2%
CFGS
625
Concourse Financial Group Securities
Alabama
$795K +$27K +374 +4%