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 %
LWAM
726
Legacy Wealth Asset Management
Minnesota
$595K +$8.37K +116 +1%
BWM
727
Baron Wealth Management
Michigan
$588K +$116K +1,603 +24%
ECM
728
Estabrook Capital Management
New York
$586K
CAM
729
Cozad Asset Management
Illinois
$585K +$38.3K +530 +7%
SQA
730
Simon Quick Advisors
New Jersey
$585K +$16.7K +231 +3%
DP
731
Dearborn Partners
Illinois
$584K +$577 +8 +0.1%
HCA
732
Harbour Capital Advisors
Virginia
$583K -$40.8K -560 -7%
M
733
MOTCO
Texas
$582K +$9.96K +138 +2%
SWM
734
Seed Wealth Management
Illinois
$582K +$43.3K +600 +8%
FFA
735
Farther Finance Advisors
California
$579K +$92.4K +1,268 +19%
AF
736
Apexium Financial
Texas
$578K +$92K +1,275 +19%
OIC
737
Orion Investment Company
Missouri
$578K +$578K +8,005 New
Susquehanna International Group
738
Susquehanna International Group
Pennsylvania
$577K -$3.94M -54,598 -87%
LGA
739
Lebenthal Global Advisors
New York
$577K +$61.9K +858 +12%
KCPG
740
Kavar Capital Partners Group
Kansas
$575K
BSW
741
Buckingham Strategic Wealth
Missouri
$575K -$7.29K -101 -1%
AA
742
Axiom Advisory
California
$574K +$574K +8,029 New
CWM
743
Chemistry Wealth Management
New York
$573K +$27.9K +387 +5%
CW
744
CreativeOne Wealth
Kansas
$571K -$34K -471 -6%
SEC
745
Seven Eight Capital
New York
$566K -$2.16M -29,936 -79%
ACA
746
Aptus Capital Advisors
Alabama
$565K +$217 +3 +0%
SCP
747
Sivia Capital Partners
California
$563K +$17.5K +242 +3%
WHG
748
Westwood Holdings Group
Texas
$562K
RBC
749
Romano Brothers & Co
Illinois
$562K +$21.7K +300 +4%
BGAI
750
Bruce G. Allen Investments
Colorado
$562K +$938 +13 +0.2%