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 %
WIC
701
Woodmont Investment Counsel
Tennessee
$632K
STA
702
Summit Trail Advisors
New York
$629K +$346K +4,791 +122%
GCM
703
Gallacher Capital Management
Colorado
$628K +$17.5K +243 +3%
BG
704
Bollard Group
Massachusetts
$628K +$392K +5,425 +166%
TCA
705
Transcend Capital Advisors
New Jersey
$627K +$116K +1,614 +23%
DI
706
Diligent Investors
California
$623K
HI
707
Harbour Investments
Wisconsin
$622K +$47.6K +659 +8%
KA
708
Kovack Advisors
Florida
$622K -$8.52K -118 -1%
BWAM
709
Boyd Watterson Asset Management
Ohio
$622K
HCP
710
Hardin Capital Partners
South Carolina
$619K +$619K +8,582 New
RHDIC
711
R.H. Dinel Investment Counsel
California
$616K
BFO
712
Boston Family Office
Massachusetts
$614K
SXL
713
Summit X LLC
Missouri
$612K +$203K +2,801 +50%
HW
714
Hancock Whitney
Mississippi
$611K -$11.5K -160 -2%
IP
715
Ignite Planners
California
$608K +$1.47K +20 +0.2%
WJWM
716
Williams Jones Wealth Management
New York
$606K
Connor, Clark & Lunn Investment Management (CC&L)
717
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$605K +$54.4K +754 +10%
GC
718
Grimes & Company
Massachusetts
$604K +$19.2K +266 +3%
NSIM
719
North Star Investment Management
Illinois
$603K
PTC
720
Philadelphia Trust Company
Pennsylvania
$603K
BWM
721
BKM Wealth Management
Wisconsin
$601K -$8.45K -117 -1%
WAG
722
Wallace Advisory Group
California
$600K +$60.8K +843 +11%
AWM
723
Axxcess Wealth Management
California
$600K -$57.2K -793 -9%
CPA
724
Cardiff Park Advisors
California
$598K -$19.7K -273 -3%
CP
725
Covenant Partners
Tennessee
$596K +$1.73K +24 +0.3%