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 %
CWM
726
Chemistry Wealth Management
New York
$530K +$6.4K +97 +1%
OIC
727
Orion Investment Company
Missouri
$528K
AF
728
Apexium Financial
Texas
$527K -$1.65K -25 -0.3%
M
729
MOTCO
Texas
$526K -$6.46K -98 -1%
KCPG
730
Kavar Capital Partners Group
Kansas
$526K
TCA
731
Transcend Capital Advisors
New Jersey
$524K -$49K -743 -9%
HI
732
Harbour Investments
Wisconsin
$521K -$47.4K -718 -8%
AAS
733
Ameritas Advisory Services
Nebraska
$520K -$233K -3,528 -31%
OIA
734
OneDigital Investment Advisors
Kansas
$520K +$12.9K +196 +3%
HCA
735
Harbour Capital Advisors
Virginia
$518K -$28.3K -415 -5%
EG
736
Ellerson Group
Maryland
$518K +$79.1K +1,200 +18%
DP
737
Dearborn Partners
Illinois
$518K -$16.1K -244 -3%
WF
738
Welch & Forbes
Massachusetts
$517K -$151K -2,284 -23%
CC
739
Callan Capital
California
$514K +$96.3K +1,460 +23%
HP
740
Holistic Planning
Texas
$513K +$180K +2,725 +54%
HCM
741
Howard Capital Management
Georgia
$513K +$150K +2,267 +41%
SWM
742
Seed Wealth Management
Illinois
$512K -$19.8K -300 -4%
ADMI
743
Albert D. Mason Inc
Massachusetts
$511K +$2.31K +35 +0.5%
BCWM
744
Bartlett & Co Wealth Management
Ohio
$510K +$15.4K +234 +3%
CAM
745
Councilmark Asset Management
Tennessee
$509K
CAM
746
Cozad Asset Management
Illinois
$509K -$25.7K -390 -5%
BGAI
747
Bruce G. Allen Investments
Colorado
$507K -$6.33K -96 -1%
TSMHT
748
Thurston Springer Miller Herd & Titak
Indiana
$506K +$147K +2,233 +41%
SWM
749
Spire Wealth Management
Virginia
$506K +$3.03K +46 +0.6%
MJP
750
Michael J. Puzo
$505K -$204K -3,100 -29%