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 %
WPC
651
Wedmont Private Capital
Pennsylvania
$735K +$114K +1,554 +18%
WF
652
Welch & Forbes
Massachusetts
$734K +$6.39K +88 +0.9%
Simplex Trading
653
Simplex Trading
Illinois
$732K +$732K +10,143 New
QI
654
Qtron Investments
Massachusetts
$732K
TPI
655
Trust Point Inc
Wisconsin
$729K -$32.8K -455 -4%
SC
656
Schulhoff & Co
Ohio
$728K +$5.05K +70 +0.7%
IB
657
Intrust Bank
Kansas
$728K +$10K +139 +1%
9WM
658
9258 Wealth Management
Ohio
$726K -$20.8K -288 -3%
AIM
659
Alhambra Investment Management
Florida
$726K -$27.6K -383 -4%
TCOV
660
Trust Company of Vermont
Vermont
$725K +$7.22K +100 +1%
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$724K -$17K -236 -2%
NCM
662
Northwest Capital Management
Oregon
$722K
MHR
663
Matthew Hamilton Rosenberg
$721K -$1.97K -27 -0.3%
BCM
664
Birmingham Capital Management
Alabama
$719K
GRP
665
Global Retirement Partners
California
$718K +$361K +5,008 +101%
C
666
Certuity
Florida
$716K +$12.2K +169 +2%
PM
667
Penbrook Management
New York
$715K
1WA
668
180 Wealth Advisors
Washington
$713K +$36K +494 +5%
BHPW
669
Beverly Hills Private Wealth
California
$712K +$6.35K +88 +0.9%
WA
670
Waverly Advisors
Alabama
$712K +$25.6K +355 +4%
BOH
671
Bank of Hawaii
Hawaii
$711K -$9.24K -128 -1%
NS
672
NBC Securities
Alabama
$709K -$16.4K -228 -2%
WAL
673
W Advisors LLC
Tennessee
$705K
ECA
674
Elevated Capital Advisors
Utah
$704K +$36.1K +500 +5%
CWM
675
Circle Wealth Management
New Jersey
$700K