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 %
ST
676
Smithfield Trust
Pennsylvania
$698K -$2.31K -32 -0.3%
GI
677
GAMCO Investors
Connecticut
$696K -$577 -8 -0.1%
BFEC
678
Benjamin F. Edwards & Company
Missouri
$695K -$39.4K -546 -5%
NB
679
NBT Bank
New York
$689K
FIM
680
Fruth Investment Management
Texas
$689K
FMTC
681
Farmers & Merchants Trust Company
California
$687K -$13.2K -183 -2%
FWSM
682
First Wilshire Securities Management
California
$676K
MCA
683
MSH Capital Advisors
Arizona
$670K +$289 +4 +0%
NFC
684
Northeast Financial Consultants
Connecticut
$668K
ERIC
685
Eagle Rock Investment Company
Georgia
$668K
CWM
686
Collaborative Wealth Management
Florida
$662K
GI
687
Gradient Investments
Minnesota
$659K +$866 +12 +0.1%
FIM
688
Freedom Investment Management
Connecticut
$656K -$130K -1,802 -17%
CWP
689
Core Wealth Partners
California
$653K +$653K +9,050 New
PCMF
690
Private Capital Management (Florida)
Florida
$651K
BIM
691
Baldwin Investment Management
Pennsylvania
$651K -$722 -10 -0.1%
VCA
692
Verdence Capital Advisors
Maryland
$649K -$44.4K -615 -6%
PP
693
PDS Planning
Ohio
$646K +$17.5K +242 +3%
CCA
694
Criterion Capital Advisors
Tennessee
$642K
WI
695
WrapManager Inc
California
$641K -$65.7K -910 -9%
HIP
696
Harrell Investment Partners
Texas
$640K -$27.4K -379 -4%
PBT
697
Pictet Bank & Trust
Bahamas
$640K
KS
698
Karpas Strategies
Connecticut
$639K
WA
699
WESPAC Advisors
California
$636K -$234K -3,240 -27%
LFS
700
Leibman Financial Services
Nebraska
$635K -$1.65M -22,833 -72%