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 %
WA
676
Waverly Advisors
Alabama
$632K -$17.8K -270 -3%
EB
677
Eastern Bank
Massachusetts
$630K +$630K +9,551 New
MGIA
678
Moneta Group Investment Advisors
Missouri
$629K -$113K -1,710 -15%
FIM
679
Fruth Investment Management
Texas
$629K
FMTC
680
Farmers & Merchants Trust Company
California
$628K +$594 +9 +0.1%
9WM
681
9258 Wealth Management
Ohio
$622K -$41.7K -632 -6%
NB
682
NBT Bank
New York
$622K -$8.24K -125 -1%
BWM
683
BKM Wealth Management
Wisconsin
$621K +$72.1K +1,093 +13%
FWSM
684
First Wilshire Securities Management
California
$618K
GI
685
Gradient Investments
Minnesota
$617K +$15.1K +229 +3%
HAM
686
Harmony Asset Management
Arizona
$614K -$66K -1,000 -10%
MCA
687
MSH Capital Advisors
Arizona
$612K +$330 +5 +0.1%
LGA
688
Lebenthal Global Advisors
New York
$612K +$85K +1,289 +16%
ECA
689
Elevated Capital Advisors
Utah
$611K -$33K -500 -5%
NFC
690
Northeast Financial Consultants
Connecticut
$610K
ERIC
691
Eagle Rock Investment Company
Georgia
$610K
CWM
692
Collaborative Wealth Management
Florida
$605K
WAG
693
Wallace Advisory Group
California
$600K
GC
694
Grimes & Company
Massachusetts
$598K +$45.6K +691 +8%
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$597K -$132K -2,000 -18%
CWP
696
Core Wealth Partners
California
$597K
GCM
697
Gallacher Capital Management
Colorado
$594K +$20.3K +308 +4%
BHPW
698
Beverly Hills Private Wealth
California
$588K -$62.4K -946 -10%
HIP
699
Harrell Investment Partners
Texas
$588K +$2.37K +36 +0.4%
CGA
700
Crescent Grove Advisors
Illinois
$583K +$101K +1,531 +21%