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 %
PCMF
701
Private Capital Management (Florida)
Florida
$605K
HCA
702
Harbour Capital Advisors
Virginia
$597K +$4.05K +58 +0.7%
CCA
703
Criterion Capital Advisors
Tennessee
$597K
PBT
704
Pictet Bank & Trust
Bahamas
$595K -$53.6K -800 -8%
KS
705
Karpas Strategies
Connecticut
$593K
GG
706
Greenwood Gearhart
Arkansas
$589K -$13.4M -199,352 -96%
WIC
707
Woodmont Investment Counsel
Tennessee
$587K
KA
708
Kovack Advisors
Florida
$585K -$8.65K -129 -1%
PP
709
PDS Planning
Ohio
$584K +$11.7K +174 +2%
SIG
710
Stonegate Investment Group
Alabama
$583K +$102K +1,521 +21%
DI
711
Diligent Investors
California
$578K
HW
712
Hancock Whitney
Mississippi
$578K -$168K -2,501 -22%
BWAM
713
Boyd Watterson Asset Management
Ohio
$577K
CPA
714
Cardiff Park Advisors
California
$573K +$77.8K +1,161 +16%
GM
715
GeoWealth Management
Illinois
$573K +$167K +2,487 +41%
RHDIC
716
R.H. Dinel Investment Counsel
California
$573K -$65.4K -975 -10%
BFO
717
Boston Family Office
Massachusetts
$570K
GCM
718
Gallacher Capital Management
Colorado
$567K +$17.1K +255 +3%
BWM
719
BKM Wealth Management
Wisconsin
$566K +$203K +3,031 +56%
WJWM
720
Williams Jones Wealth Management
New York
$563K
IP
721
Ignite Planners
California
$562K +$1.49K +22 +0.3%
E3F
722
Eight 31 Financial
Texas
$561K +$90.4K +1,348 +19%
CW
723
CreativeOne Wealth
Kansas
$561K +$91.1K +1,361 +19%
NSIM
724
North Star Investment Management
Illinois
$560K -$43K -642 -7%
PTC
725
Philadelphia Trust Company
Pennsylvania
$560K