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 %
CRC
751
Curi RMB Capital
Illinois
$511K -$12.9K -193 -2%
CAM
752
Cozad Asset Management
Illinois
$508K +$15.8K +236 +3%
FMWA
753
Forvis Mazars Wealth Advisors
Missouri
$508K -$2.41K -36 -0.5%
SWM
754
Seed Wealth Management
Illinois
$507K -$54.3K -800 -10%
SCP
755
Sivia Capital Partners
California
$507K -$2.95K -44 -0.6%
CWM
756
Chemistry Wealth Management
New York
$506K +$34.6K +516 +7%
GAA
757
Global Assets Advisory
Florida
$502K +$502K +34,096 New
PL
758
Plancorp LLC
Missouri
$502K +$18.8K +280 +4%
RBC
759
Romano Brothers & Co
Illinois
$502K
AFP
760
Ausdal Financial Partners
Iowa
$500K -$4.36K -65 -0.9%
FLPIM
761
F.L. Putnam Investment Management
Massachusetts
$499K +$193K +2,885 +63%
PCM
762
Parsons Capital Management
Rhode Island
$495K -$14.2K -212 -3%
LC
763
Lindbrook Capital
California
$493K -$29.5K -440 -6%
WAG
764
Wallace Advisory Group
California
$491K -$18.4K -280 -4%
WOC
765
West Oak Capital
California
$490K
FFA
766
First Foundation Advisors
California
$486K -$47.5K -709 -9%
EH
767
Equitable Holdings
New York
$486K -$80.7K -1,204 -14%
MA
768
MONECO Advisors
Connecticut
$485K -$353K -5,260 -42%
CA
769
Cullinan Associates
Kentucky
$483K -$26.8K -400 -5%
CCA
770
Childress Capital Advisors
Texas
$482K +$482K +7,190 New
ATC
771
Argent Trust Co
Tennessee
$482K -$13.9K -208 -3%
PIM
772
Pullen Investment Management
Florida
$482K +$482K +7,185 New
LGA
773
Lebenthal Global Advisors
New York
$478K +$804 +12 +0.2%
LWL
774
Leo Wealth LLC
Texas
$477K -$58K -858 -11%
CIA
775
Choate Investment Advisors
Massachusetts
$476K