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 %
AGA
626
Arkos Global Advisors
Texas
$795K -$119K -1,643 -13%
TW
627
TrinityPoint Wealth
Connecticut
$795K +$6.64K +92 +0.8%
FFS
628
Founders Financial Securities
Maryland
$790K +$938 +13 +0.1%
CCM
629
Coldstream Capital Management
Washington
$790K -$53.5K -741 -6%
JGUA
630
John G. Ullman & Associates
New York
$787K
SPC
631
Sigma Planning Corp
Michigan
$786K +$36.6K +507 +5%
Citadel Advisors
632
Citadel Advisors
Florida
$786K -$152K -2,107 -16%
First Manhattan
633
First Manhattan
New York
$785K -$112K -1,551 -12%
GWA
634
Gratus Wealth Advisors
Virginia
$781K +$32.4K +448 +4%
PTC
635
Private Trust Company
Ohio
$780K +$18.3K +254 +2%
GHA
636
GW Henssler & Associates
Georgia
$776K -$30K -415 -4%
MJP
637
Michael J. Puzo
$776K
GFA
638
Gallagher Fiduciary Advisors
Illinois
$771K -$30.9K -428 -4%
EAM
639
Eagle Asset Management
Florida
$771K +$5.25K +72 +0.7%
HI
640
Horizon Investments
North Carolina
$771K -$11.5K -160 -1%
WA
641
Wealth Alliance
New York
$764K -$140K -1,946 -16%
SW
642
StrongBox Wealth
Missouri
$763K +$185K +2,557 +32%
DT
643
Diversified Trust
Tennessee
$759K -$106K -1,474 -12%
TC
644
Taika Capital
Florida
$756K +$756K +10,470 New
Bessemer Group
645
Bessemer Group
New Jersey
$750K -$73.1K -1,013 -9%
HJIM
646
Henry James International Management
New York
$750K
BFS
647
Bradley Foster & Sargent
Connecticut
$749K +$24.3K +337 +3%
IRC
648
Investors Research Corp
Georgia
$748K -$21.7K -300 -3%
HAM
649
Harmony Asset Management
Arizona
$744K +$7.22K +100 +1%
NG
650
Norden Group
Utah
$744K +$20.6K +286 +3%