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 %
MYIA
601
Mount Yale Investment Advisors
Colorado
$782K -$1.36M -20,661 -64%
WPC
602
Wedmont Private Capital
Pennsylvania
$779K +$71.8K +1,023 +10%
PWPS
603
Pinnacle Wealth Planning Services
Ohio
$776K -$189K -2,864 -20%
SCM
604
Schnieders Capital Management
California
$776K
TCOT
605
Trust Company of Toledo
Ohio
$775K -$36.3K -551 -4%
PSP
606
Principal Street Partners
Tennessee
$772K +$381K +5,281 +97%
MPI
607
Mairs & Power Inc
Minnesota
$765K -$153K -2,316 -17%
EW
608
Evoke Wealth
California
$765K +$765K +11,599 New
POIA
609
Pin Oak Investment Advisors
Texas
$763K
HIP
610
HUB Investment Partners
Texas
$760K +$12.5K +189 +2%
SNBOSCI
611
Security National Bank of Sioux City Iowa
Iowa
$755K +$755K +11,450 New
FHA
612
First Horizon Advisors
Tennessee
$754K +$21.6K +328 +3%
SW
613
StrongBox Wealth
Missouri
$752K +$55.5K +841 +8%
ISL
614
Ingalls & Snyder LLC
New York
$751K -$254K -3,850 -25%
TW
615
TrinityPoint Wealth
Connecticut
$749K +$23.3K +353 +3%
CIA
616
Capital Investment Advisors
Georgia
$743K -$8.44K -128 -1%
GM
617
GeoWealth Management
Illinois
$738K -$74.4K -1,128 -9%
MFG
618
MidWestOne Financial Group
Iowa
$735K -$162K -2,452 -18%
AMIM
619
Aull & Monroe Investment Management
Alabama
$734K
GFP
620
Gryphon Financial Partners
Ohio
$733K +$4.35K +66 +0.6%
BCM
621
Birmingham Capital Management
Alabama
$731K +$73.4K +1,113 +11%
QOP
622
Quinn Opportunity Partners
Virginia
$725K -$923K -14,000 -56%
First Manhattan
623
First Manhattan
New York
$723K +$5.61K +85 +0.8%
JGUA
624
John G. Ullman & Associates
New York
$719K
FFS
625
Founders Financial Securities
Maryland
$714K -$8.11K -123 -1%