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 %
MSS
726
Mitchell Sinkler & Starr
Pennsylvania
$558K +$558K +8,330 New
CP
727
Covenant Partners
Tennessee
$552K +$104K +1,558 +23%
LWAM
728
Legacy Wealth Asset Management
Minnesota
$545K +$5.36K +80 +1%
ECM
729
Estabrook Capital Management
New York
$545K -$54.4K -811 -9%
GC
730
Grimes & Company
Massachusetts
$543K +$4.16K +62 +0.8%
DP
731
Dearborn Partners
Illinois
$542K -$308K -4,596 -36%
BSW
732
Buckingham Strategic Wealth
Missouri
$541K +$269K +4,010 +99%
AC
733
Avestar Capital
New York
$540K +$152K +2,262 +39%
SW
734
StrongBox Wealth
Missouri
$537K +$22.5K +335 +4%
OWA
735
One Wealth Advisors
California
$535K +$119K +1,780 +29%
KCPG
736
Kavar Capital Partners Group
Kansas
$534K +$87K +1,298 +19%
HI
737
Harbour Investments
Wisconsin
$533K -$9.99K -149 -2%
BCWM
738
Bartlett & Co Wealth Management
Ohio
$532K +$13K +194 +3%
M
739
MOTCO
Texas
$532K +$6.84K +102 +1%
SQA
740
Simon Quick Advisors
New Jersey
$528K -$5.56K -83 -1%
EG
741
Ellerson Group
Maryland
$526K -$6.7K -100 -1%
CGA
742
Crescent Grove Advisors
Illinois
$525K +$1.74K +26 +0.3%
ACA
743
Aptus Capital Advisors
Alabama
$524K +$524K +7,819 New
WHG
744
Westwood Holdings Group
Texas
$522K +$1.21K +18 +0.2%
BGAI
745
Bruce G. Allen Investments
Colorado
$521K +$469 +7 +0.1%
WAP
746
Wealthcare Advisory Partners
Pennsylvania
$520K +$50.9K +759 +11%
CAM
747
Councilmark Asset Management
Tennessee
$518K +$518K +7,725 New
ADMI
748
Albert D. Mason Inc
Massachusetts
$517K -$35.4K -527 -6%
GCM
749
Gables Capital Management
Florida
$516K
Connor, Clark & Lunn Investment Management (CC&L)
750
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$511K -$17.9K -267 -3%