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 %
NIM
626
Northeast Investment Management
Massachusetts
$712K -$330K -5,000 -32%
GHA
627
GW Henssler & Associates
Georgia
$707K -$1.65K -25 -0.2%
SIC
628
Shoker Investment Counsel
Ohio
$703K -$120K -1,827 -15%
SAM
629
Smartleaf Asset Management
Massachusetts
$702K +$444K +6,717 +172%
FMWA
630
Forvis Mazars Wealth Advisors
Missouri
$700K +$194K +2,940 +38%
CFGS
631
Concourse Financial Group Securities
Alabama
$699K -$27.2K -413 -4%
HI
632
Horizon Investments
North Carolina
$699K -$4.88K -74 -0.7%
NWAG
633
Net Worth Advisory Group
Utah
$697K +$697K +10,574 New
TPI
634
Trust Point Inc
Wisconsin
$696K +$29.5K +448 +4%
PCMF
635
Private Capital Management (Florida)
Florida
$692K +$97.3K +1,476 +16%
DT
636
Diversified Trust
Tennessee
$692K -$1.98K -30 -0.3%
PTC
637
Private Trust Company
Ohio
$691K -$21.6K -327 -3%
SQA
638
Simon Quick Advisors
New Jersey
$689K +$155K +2,352 +29%
HJIM
639
Henry James International Management
New York
$685K
IB
640
Intrust Bank
Kansas
$685K +$19.4K +294 +3%
SPC
641
Sigma Planning Corp
Michigan
$684K -$34.5K -523 -5%
SC
642
Schulhoff & Co
Ohio
$684K +$18.1K +275 +3%
IRC
643
Investors Research Corp
Georgia
$683K
C
644
Certuity
Florida
$680K +$25.6K +388 +4%
Kovitz Investment Group Partners
645
Kovitz Investment Group Partners
Illinois
$680K -$7.13K -147 -1%
BFS
646
Bradley Foster & Sargent
Connecticut
$679K -$5.47K -83 -0.8%
MWM
647
Meridian Wealth Management
Kentucky
$678K +$678K +10,283 New
WA
648
WESPAC Advisors
California
$678K +$96.7K +1,466 +17%
GDP
649
Great Diamond Partners
Maine
$675K -$116K -1,766 -15%
BEI
650
Benjamin Edwards Inc
Missouri
$671K +$671K +10,171 New