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 %
NS
651
NBC Securities
Alabama
$674K +$22K +329 +3%
BP
652
Ballentine Partners
Massachusetts
$673K +$6.64K +99 +1%
BFS
653
Bradley Foster & Sargent
Connecticut
$673K -$52.8K -788 -7%
WF
654
Welch & Forbes
Massachusetts
$673K -$12.5K -187 -2%
BL
655
Balentine LLC
Georgia
$672K +$14.7K +220 +2%
SC
656
Schulhoff & Co
Ohio
$672K +$12.4K +185 +2%
NG
657
Norden Group
Utah
$671K +$282K +4,210 +73%
NCM
658
Northwest Capital Management
Oregon
$670K
BOH
659
Bank of Hawaii
Hawaii
$669K -$3.22K -48 -0.5%
Empower Advisory Group
660
Empower Advisory Group
Colorado
$668K -$20.9K -312 -3%
BCM
661
Birmingham Capital Management
Alabama
$668K -$97.2K -1,450 -13%
IB
662
Intrust Bank
Kansas
$667K -$14.1K -211 -2%
TCOV
663
Trust Company of Vermont
Vermont
$666K +$51.1K +762 +8%
PM
664
Penbrook Management
New York
$664K
WI
665
WrapManager Inc
California
$656K -$7.37K -110 -1%
BHPW
666
Beverly Hills Private Wealth
California
$655K +$138K +2,065 +27%
WAL
667
W Advisors LLC
Tennessee
$655K
MGWM
668
Marks Group Wealth Management
Minnesota
$654K -$174K -2,588 -21%
C
669
Certuity
Florida
$654K +$16.2K +241 +3%
VDI
670
Vaughan David Investments
Illinois
$651K +$163K +2,440 +34%
FMTC
671
Farmers & Merchants Trust Company
California
$650K +$1.94K +29 +0.3%
CWM
672
Circle Wealth Management
New Jersey
$650K
ST
673
Smithfield Trust
Pennsylvania
$649K +$2.14K +32 +0.3%
GI
674
GAMCO Investors
Connecticut
$647K +$17.3K +258 +3%
BTWM
675
Baker Tilly Wealth Management
Wisconsin
$646K +$17.9K +267 +3%