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 %
TW
626
TrinityPoint Wealth
Connecticut
$732K +$57.7K +861 +9%
JGUA
627
John G. Ullman & Associates
New York
$731K +$53.6K +800 +8%
FIM
628
Freedom Investment Management
Connecticut
$730K -$141K -2,108 -16%
MFG
629
MidWestOne Financial Group
Iowa
$728K -$215K -3,209 -23%
RPCONE
630
Retirement Planning Company of New England
Rhode Island
$727K -$39.8K -593 -5%
HI
631
Horizon Investments
North Carolina
$727K +$725K +10,811 +41,581%
AWA
632
Aaron Wealth Advisors
Illinois
$725K +$467K +6,960 +180%
MJP
633
Michael J. Puzo
$721K -$235K -3,500 -25%
AWM
634
AE Wealth Management
Kansas
$717K -$1.62M -24,146 -69%
IRC
635
Investors Research Corp
Georgia
$714K -$13.4K -200 -2%
EAM
636
Eagle Asset Management
Florida
$714K -$17K -251 -2%
CFGS
637
Concourse Financial Group Securities
Alabama
$714K -$6.91K -103 -1%
TPI
638
Trust Point Inc
Wisconsin
$708K +$146K +2,171 +26%
PTC
639
Private Trust Company
Ohio
$708K +$1.68K +25 +0.2%
SCM
640
Schnieders Capital Management
California
$701K
AIM
641
Alhambra Investment Management
Florida
$700K +$171K +2,552 +32%
HJIM
642
Henry James International Management
New York
$696K
SPC
643
Sigma Planning Corp
Michigan
$696K +$318K +4,739 +84%
9WM
644
9258 Wealth Management
Ohio
$694K -$2.35K -35 -0.3%
AF
645
Allworth Financial
California
$690K +$129K +1,929 +23%
Kayne Anderson Rudnick Investment Management
646
Kayne Anderson Rudnick Investment Management
California
$688K -$33.1K -493 -5%
HAM
647
Harmony Asset Management
Arizona
$684K +$298K +4,439 +77%
BFEC
648
Benjamin F. Edwards & Company
Missouri
$682K +$16K +239 +2%
QI
649
Qtron Investments
Massachusetts
$679K +$89.6K +1,337 +15%
MHR
650
Matthew Hamilton Rosenberg
$674K +$7.61K +112 +1%