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 %
PBT
701
Pictet Bank & Trust
Bahamas
$577K -$7.91K -120 -1%
FFA
702
Farther Finance Advisors
California
$574K +$49.9K +756 +10%
BIM
703
Baldwin Investment Management
Pennsylvania
$573K -$22.2K -337 -4%
STA
704
Summit Trail Advisors
New York
$572K -$2.57K -39 -0.4%
DI
705
Diligent Investors
California
$569K
BWAM
706
Boyd Watterson Asset Management
Ohio
$568K -$528 -8 -0.1%
HW
707
Hancock Whitney
Mississippi
$566K +$7.52K +114 +1%
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$566K +$63.2K +959 +13%
WI
709
WrapManager Inc
California
$564K -$21.8K -330 -4%
RHDIC
710
R.H. Dinel Investment Counsel
California
$563K
BFO
711
Boston Family Office
Massachusetts
$561K
SCP
712
Sivia Capital Partners
California
$555K +$40.2K +609 +8%
PTC
713
Philadelphia Trust Company
Pennsylvania
$554K +$3.23K +49 +0.6%
WJWM
714
Williams Jones Wealth Management
New York
$553K
NSIM
715
North Star Investment Management
Illinois
$551K
FLPIM
716
F.L. Putnam Investment Management
Massachusetts
$551K +$77.6K +1,177 +16%
CPA
717
Cardiff Park Advisors
California
$550K +$4.22K +64 +0.8%
KA
718
Kovack Advisors
Florida
$549K -$18.9K -286 -3%
CW
719
CreativeOne Wealth
Kansas
$549K +$27.5K +417 +5%
IP
720
Ignite Planners
California
$549K +$1.45K +22 +0.3%
LWAM
721
Legacy Wealth Asset Management
Minnesota
$547K +$3.1K +47 +0.6%
LFS
722
Leibman Financial Services
Nebraska
$546K -$34.6K -524 -6%
HCP
723
Hardin Capital Partners
South Carolina
$544K -$42.1K -617 -7%
BWM
724
Baron Wealth Management
Michigan
$541K +$4.22K +64 +0.8%
ECM
725
Estabrook Capital Management
New York
$536K