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 %
QI
651
Qtron Investments
Massachusetts
$670K +$1.45K +22 +0.2%
WA
652
Wealth Alliance
New York
$670K -$28.6K -434 -4%
AGA
653
Arkos Global Advisors
Texas
$666K -$59.7K -906 -8%
TCOV
654
Trust Company of Vermont
Vermont
$662K
RMDI
655
R.M. Davis Inc
Maine
$662K +$259K +3,920 +64%
NCM
656
Northwest Capital Management
Oregon
$660K
USGIU
657
U.S. Global Investors (USGI)
Texas
$660K +$660K +10,000 New
PP
658
PDS Planning
Ohio
$655K +$64.5K +978 +11%
PM
659
Penbrook Management
New York
$653K
MHR
660
Matthew Hamilton Rosenberg
$653K
BOH
661
Bank of Hawaii
Hawaii
$652K +$2.18K +33 +0.3%
GCP
662
Garda Capital Partners
Minnesota
$649K +$649K +9,841 New
1WA
663
180 Wealth Advisors
Washington
$649K +$4.16K +63 +0.6%
CAG
664
Crestwood Advisors Group
Massachusetts
$647K +$277K +4,196 +75%
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$646K -$15K -228 -2%
WAL
666
W Advisors LLC
Tennessee
$644K
CCA
667
Criterion Capital Advisors
Tennessee
$642K
GI
668
GAMCO Investors
Connecticut
$641K +$5.21K +79 +0.8%
ST
669
Smithfield Trust
Pennsylvania
$640K
CWM
670
Circle Wealth Management
New Jersey
$639K
NS
671
NBC Securities
Alabama
$638K -$10.4K -157 -2%
GFA
672
Gallagher Fiduciary Advisors
Illinois
$638K -$66.8K -1,013 -9%
NL
673
NWAM LLC
Washington
$636K +$636K +9,645 New
CGL
674
Clarius Group LLC
Washington
$633K -$213K -3,245 -25%
VCA
675
Verdence Capital Advisors
Maryland
$633K +$39.8K +603 +7%