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 %
VCA
676
Verdence Capital Advisors
Maryland
$644K -$1.41K -21 -0.2%
TH
677
TCTC Holdings
Texas
$643K +$8.05K +120 +1%
SWM
678
Spire Wealth Management
Virginia
$641K +$16.6K +248 +3%
CL
679
Choreo LLC
Illinois
$641K +$56.6K +844 +10%
NB
680
NBT Bank
New York
$640K -$5.5K -82 -0.9%
FIM
681
Fruth Investment Management
Texas
$640K
DWM
682
Dynasty Wealth Management
Florida
$640K +$640K +9,546 New
CAMG
683
CWA Asset Management Group
Florida
$638K +$638K +9,514 New
WA
684
Waverly Advisors
Alabama
$637K +$637K +9,502 New
BTI
685
Blue Trust Inc
Georgia
$635K +$42.4K +632 +7%
AI
686
Atom Investors
Texas
$633K +$417K +6,220 +193%
FWSM
687
First Wilshire Securities Management
California
$628K +$12.8K +191 +2%
1WA
688
180 Wealth Advisors
Washington
$622K +$9.25K +138 +2%
MCA
689
MSH Capital Advisors
Arizona
$622K -$16.5K -246 -3%
ECA
690
Elevated Capital Advisors
Utah
$621K
HIP
691
Harrell Investment Partners
Texas
$620K +$2.48K +37 +0.4%
NFC
692
Northeast Financial Consultants
Connecticut
$620K
ERIC
693
Eagle Rock Investment Company
Georgia
$620K
SPG
694
Strategic Planning Group
Utah
$619K +$98K +1,462 +19%
CWM
695
Collaborative Wealth Management
Florida
$615K +$615K +9,175 New
GWMR
696
GC Wealth Management RIA
Massachusetts
$614K +$80.6K +1,202 +15%
WPC
697
Wedmont Private Capital
Pennsylvania
$611K +$49.4K +687 +9%
GI
698
Gradient Investments
Minnesota
$611K -$22.9K -341 -4%
AWM
699
Axxcess Wealth Management
California
$610K +$5.9K +88 +1%
BIM
700
Baldwin Investment Management
Pennsylvania
$605K